Automations allow you to streamline workflows, connect your AI Assistant with AI-powered automations and much more. Available across all plans, with automation limits based on your subscription tier.
Understanding Automations
Currently automations consist of two main nodes (more coming soon!):
Triggers: Events that start the automation
Actions: Tasks that are performed when the trigger occurs (e.g., sending data via webhook)
Creating Your First Automation
Navigate to the Automations tab in your dashboard
Click "Add automation"
Provide a name and description for your automation
Select a trigger and configure your desired action
Save and activate your automation by setting it "Live"
Available Components
Triggers
Conversation ended: Triggered when a conversation is completed
Contact created: Triggered when a new contact is added
Contact updated: Triggered when contact information is modified
Feedback Collected: Triggered when a user provides feedback on an AI response
New Message Received: Triggered when your AI Assistant receives a new message from the end user
Actions
Outgoing Webhook
Send data like "conversation transcript" to external systems
Include conversation transcript and metadata
Integrate with tools like Make, Zapier, or your custom endpoints
Connecting AI Assistant Events to an Automation
If you want to create an automation that is triggered by an AI Assistant event, e.g.: conversation ended, contact created or updated, etc., yyou'll need to connect specific events to your created automations. Here's how:
Navigate to your AI Assistant
Go to Settings > Advanced Settings
Scroll to the "Automations" section
Map Events to Automations
Find the event you want to automate (e.g., "Conversation ended", "Contact created")
Select the desired automation from the dropdown menu
You can map multiple events to different automations
Configure and Test
Click "Save changes" to apply your mappings
Test the automation by triggering the event (e.g., end a conversation)
Monitor the automation's status to ensure it's working as expected
Available Events
Conversation ended
Contact created
Contact updated
Feedback collected
Common Use Cases
Alert your team in Slack when negative feedback is received
Update CRM records when contact information changes
Analyze conversation content in real-time as messages arrive
Track feedback patterns and user satisfaction metrics
Generate automated reports when conversations end
Create support tickets based on specific message triggers
Sync contact data with external databases
Managing Automations
Toggle automations on/off using the status switch
Filter and search automations from the main dashboard
Monitor automation status in real-time
Edit existing automations by clicking "Go to Designer"
Delete automations by clicking on the 3 dots within the automation list
Automation Limits by Plan
Free Plan: 1 Automation
Standard Plan: 1 Automation
Premium Plan: 5 Automations
Scale Plan: 10 Automations
Enterprise Plan: 20 Automations
Important Notes
Automations are designed to work seamlessly with AI Assistants
Webhook URLs must be secure (HTTPS)
Each automation can have multiple triggers