Trigger a Workflow within Conversation AI

TABLE OF CONTENTS

• Introduction
• Step 1: Once you're in the Bot Goals tab, click on the Trigger a workflow button to explore the details
• Step 2: Click on Trigger a workflow button and update the required details 
  • How to Set Up the Fields

Introduction

The Trigger a Workflow feature allows users to automate specific actions by linking workflows within the AI conversation. When a defined condition is met during a customer interaction, the AI bot automatically triggers the selected workflow. This helps streamline operations, improve user experience, and achieve desired outcomes without requiring users to manually input all conditions in the prompt. Here's a step-by-step guide to using this feature

Step 1: Once you're in the Bot Goals tab, click on the Trigger a workflow button to explore the details

If you are creating a new bot, you need to edit the Bot name or assign a new name before accessing the feature

Step 2: Click on Trigger a workflow button and update the required details 

How to Set Up the Fields

Follow these steps to set up and configure your workflow trigger:

• Action Name: Assign an action name of your choice. This will help you easily identify the workflow later. For example you can name it, "Subscription Workflow".
• Select a published workflow to trigger: From the dropdown menu, choose the workflow you want to trigger. Ensure that the workflow has been published beforehand. This is the workflow that will be triggered when the specified condition is met.
• When to trigger a workflow: In the third field, provide a short description of the condition that will trigger the workflow. This is important for the AI to know when to activate the workflow. Here are some examples:
  • If you want to trigger a workflow when the customer wants to purchase your subscription, you could write: "Customer wants to purchase the subscription"
  • If you want to trigger a workflow when the customer wants book an appointment, you could write: "Customer wants to book an appointment"
  • This description helps the AI recognise the condition and trigger the workflow accordingly when a similar scenario occurs during the conversation.
• Once you're done, click Save to finalise the settings.
• By following these steps, the bot will automatically trigger the specified workflow whenever the defined condition arises, streamlining the process and improving customer interaction.