What is Advanced Automations

Automate your daily chat workflows, save time for your Agents, and help them focus on tasks that matter, with Advanced Automations.

Advanced Automations is available as an app in the Freshchat Appstore (Marketplace).

Type of workflows you can create with Advanced Automations

With Advanced Automations you can create four types of workflows,

  1. Auto Response - You can automate chat responses

  2. Auto Resolv- You can auto-resolve conversations

  3. Auto Assignment - You can automate conversation assignment  to a specific agent or group

  4. Auto Escalation - You can auto-escalate a conversation to a specific agent or a group 

How to Install Advanced Automations

To install go to Apps > Bots & Workflows > Advanced Automation > Install.

Once installed, click on the gear icon in the right and select Settings.

Before you can start using Automations, you need to add the API key and SDK APP ID of your Freshchat account. 

How to get API key and SDK APP ID

To get API key, go to Settings > API Tokens > Generate Token.

To get SDK APP ID, go to Settings > Mobile SDKs

Once you add both the keys, click Save. You can now start using the predefined workflows or create custom workflows.

What are predefined workflows

With predefined workflows, the most common use cases are automated and you can use it with a click of a button. Advanced Automation comes with 3 predefined workflows.

  1. Assign to first responder - Assigns a conversation to the first agent who replies/sends a message on the conversation.

  2. Auto resolve if user does not respond - Auto resolves a conversation if a customer does not send a response message for a set time of 120 seconds (2 minutes).

  3. Send first response - If all your agents are busy, you can send an automated reply message to a customer waiting for a response. For example, you can send an automated message that says “Thank you for your patience, one of us will get back to you shortly”.

How to create custom workflows

Set the Triggers

Let’s say you need to create a custom automation to send a specific reply to a customer who has reached out with a coding related issue they are facing during your business hours. To create this custom automation,

Click Create an Automation,

Give a name to your workflow and define the Trigger for the automation.

Define your workflow conditions

Next, configure the Conditions for your automation workflow.

Add the follow-up action

Choose an action that needs to be performed once the conditions are satisfied. You can add more than one action.

Schedule your automation

By default, the automation actions will be executed immediately once the configured conditions are satisfied. You can choose to schedule the action to be executed at a later time. To do this, enable the ‘Schedule actions’ toggle by switching it to the right.

Review your workflow

In the summary tab, you can review the automation details and make any changes if needed before taking it live. Click Finish and save your automation.

You’ll be able to see a list of all the workflows you’ve created under Automations.

You can enable/disable automation with the toggle switch. You can also edit, clone, or delete automation.

Automation Logs

All your events in Advanced Automations will be logged. You can find this in the Logs section. Logs can be exported in .txt format.