Workflows in Matador AI offer a streamlined approach to automating tasks based on customer responses from broadcast campaigns.
Here's a step-by-step guide on how to build workflows effectively:
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Navigate to Workflows: Start by accessing the "Workflows" section on the left-hand side of your dashboard.
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Name Your Workflow: Give your workflow a descriptive name to easily identify its purpose.
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Automate Response Detection: In the first step of your workflow, you'll choose to edit the sequence related to the intent of the inbound message. You have three options:
- Positive
- Negative
- No Reply
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Set Delay (Optional): Optionally, you can set a delay before activating the next step in the workflow. This feature allows for strategic timing in automated responses.
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Add Actions: Click the plus sign to add actions to your workflow. You can choose from a variety of tasks, including:
- Sending an SMS
- Archiving the conversation
- Assigning a user in Matador to the conversation
- Adding a tag to the conversation
- Creating a note in the CRM
- Pushing the contact to the CRM
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Layer Tasks: You can layer different tasks on top of one another to create automation chains, streamlining multiple actions based on a single response.
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Customize for Different Intents: Create distinct automation chains for different intents of a single message. This flexibility ensures tailored responses based on customer feedback.
With these simple steps, you can efficiently build workflows in Matador AI to automate tasks and streamline your customer communication process.
For further assistance or detailed instructions, please refer to our comprehensive documentation or reach out to our support team