Using Automation Workflows, you can run automated Actions on your Omnibox instance based on Trigger and Trigger Condition(s). For creating and running an automation workflow, it’s necessary to select the Trigger (you can use only one trigger for single automation). Based on that, you need to choose condition(s) and define its values.
To access Automation Workflows, go to the Automation → Automation Workflows from your Dashboard.
Accessing Automation Workflows
Or, you can go to Settings → then select Automation Workflows.
Accessing Automation Workflows Using Settings
Creating a Workflow
To create an automation workflow, you need to click the Create Automation Workflow button.
This will open the Create Automation Workflow modal with the options as –
- Automation Name
- Channel / Service Integration (trigger dependent)
In the Create Automation Workflow modal, first, you need to define a name for the automation. Then, select a Trigger from the available options.
After selecting the Trigger, you need to select either a Channel or Service Integration, based on your Trigger type.
Select Trigger Condition
Based on your selected Trigger, you get the Trigger Conditions. Simply select the required condition.
Then, provide the text or keywords for the Match String or Text keywords field – except in the case of Received outside business hours, New Catalog Order Received, and Very first message or message after 24hrs of the last message.
Then check Is Case Sensitive if you want the Text or Keywords to match precisely.
And if you want to use multiple conditions, click Add More Condition.
Once you’ve added the Trigger Condition(s), you can add the Workflow Steps.
To add Workflow Steps, click the Add Workflow Step to access Action types.
Adding Workflow Steps
This will open the Workflow Steps modal with all the step types.
Selecting Workflow Step
There are a total of 16 Workflow Steps you can select to assign them to an automation trigger. Select your Step from the given list and configure them accordingly. To learn how each step work and what’s the best way to configure them, visit Steps documentation.
Once you’ve saved the Step, it will appear in the Create Automation Workflow modal as the following.
To add more steps, you can click the Add Workflow Step button. Once you’ve added all the required steps, click Save to create your Automation Workflow.
Saving Automation Workflow
And it will appear in the Automation Workflows library.
Saved Automation Workflow in the Library
Editing a Workflow
To edit an Automation Workflow, click the Pen icon in the right corner.
Accessing Workflow Edit Option
This will open the Update Automation Workflow modal. You can only change the Channel, Trigger Condition, and Steps here.
You can add more conditions by clicking the Add More Condition button. Or you can change the current with another.
For Step(s), you can edit it by clicking the Pen icon on the right side. When you edit the step, you can change the value for the selected Step type. Or you can choose another Step by simply clicking the Action Type field.
Saving an Edited Workflow Step
Once edited the Step, click Update to make changes.
Deleting a Workflow Step
If you want to delete a step, click the Trash icon.
Saving Edited Workflow
And after making all the changes, you need to click the Update button to save the edited Automation Workflow.
Deleting a Workflow
To delete an Automation Workflow, click the Trash icon next to the edit button.
Deleting An Automation Workflow
This will remove the workflow altogether.