The unavailability follow-up workflow sends a WhatsApp message to every contact who did not find availability from their requested quote.
Steps below to set up and activate this workflow:
1. Before activating the follow-up workflow, ensure that lead collection is enabled and requires a phone number. This step is mandatory.
2. Go to the “Workflow” menu.
3. Click on the three dots next to the “Unavailability Follow-up” workflow and “Edit workflow.”
4. Locate and click on the blue block labeled “Wait 30 minutes.”
5. The default for this flow is to wait 30 minutes after the unavailability quote is performed. However, you can modify it according to your needs. If you make any changes, don't forget to change the name of the block accordingly (e.g.: “Wait 1 hour”).
To send messages at a fixed time, enable the “Fixed time” option and select the desired time (e.g., 10 AM as shown below).
If you want to configure the messages to only be sent within a specific window, to avoid sending messages at dawn, for example, the first step is to create a custom time period. Only then do you enable the “Custom time period” option > select the option between within or outside > select the created range. See more in this article.
If a message is scheduled for the early morning, AskFlow will wait until the first available time within the selected period to send the message.
6. Click “Save block”
7. Next, locate and click on the purple block “Send follow-up message”
8. Select the desired message template. If the template includes variables (e.g., "Traveler's name"), map them to the corresponding fields in AskFlow (e.g., “Name”).
Note: To use fixed data instead of a variable, select the “Fixed data” option and type the desired text. Example: If you type “Traveler,” all messages will replace the variable “Traveler's name” with “Traveler.”
9. Assign a tag to be sent to the chat when AskFlow triggers the message.
10. To define AI Behavior, choose one of the following options based on how the system should respond if the traveler replies to the message:
- Stop robot: The message will be forwarded to a human agent.
- Turn on robot: The robot will continue responding to travelers.
- Keep robot status: The current handling mode will remain unchanged.
Note: If you select “Stop robot,” ensure a distribution rule is set up for the tag to prevent travelers from being left without support.
11. Click “Save block”
12. Then, click “Active flow” and confirm the action
13. Click “Save” in the top-right corner to finalize the setup.
Your unavailability follow-up workflow is now set up and ready to use!
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