Live Chat Triggers & Actions

Live Chat Triggers & Actions

February 02, 20241 min read

Exciting news for our CRM users! We've just introduced a game-changing feature that allows you to seamlessly integrate live chat triggers and actions into your workflows, ensuring instant responsiveness and efficient communication with your customers. Elevate your engagement strategy effortlessly and experience the benefits of real-time interaction within our CRM system.

Live Chat Triggers & Actions: Introducing the capability to add live chat triggers and actions in our CRM's workflows, enhancing real-time customer engagement and interaction.

⭐️ Why Does It Matter To Your Business?

  • Instant Responsiveness: Seamlessly add live chat triggers to workflows, ensuring immediate engagement with customers based on their replies.

  • Efficient Communication: Utilize the new live chat message action in workflows to promptly respond to customer inquiries, streamlining communication and enhancing customer satisfaction.

  • Workflow Automation: Integrate live chat seamlessly into your automated workflows for a more efficient and hands-free approach to customer interaction.

⭐️ How To Use Live Chat Triggers & Actions:

  1. Access the automation tab from the left navigation menu. Go to workflows > + Create Workflow.

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  2. Start from scratch or use a template.

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  3. Add the new Trigger " Customer Replied " from the triggers list.

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  4. Click on Add filters button.

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  5. Select the Reply Channel filter.

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  6. And Select the newly added " Live Chat " filter from the dropdown menu.

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  7. Now add the newly added " Send Live Chat Message" Acion.

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  8. Now write the message which you want to send in the live chat and then save.

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    Experience the power of real-time engagement and enhanced communication with our CRM's latest live chat triggers and actions.

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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