Using Data connectors, you can create automated responses to share with customers who match Workflows you have in place. With an auto-responder in place, you can set expectations with your customers during office hours or when you are offline. We’ll go through how to best set up your Data connectors and Workflows to seamlessly automate replies and support your customers.
Set up the Data connector
Headers
When setting up your Data connector, you will need to first update the headers being used for your request. The headers of the Data connector should include the following content and use the same format as shown when looking at the API documentation for the Reply to a conversation endpoint:
You will need to insert the dynamic attribute Conversation ID in place of <ID> in the endpoint URL.
Request body
For the Request Body, you will need to format the request using the same formatting that is shown in the REST API documentation for the Reply to a conversation endpoint:
Testing
Once you have added your content to the Request Body, you can test out the Data connector using a conversation in your workspace. Enter the conversation's ID in the Test value field and click the "Test" button.
If the test is successful, you will see the automated response appear in your test conversation.
Tip: You can find a conversation's ID in the URL when the conversation is open in your inbox.
From there, you can Save and set live your Data connector.
Note: Your Data connector must be set live before you add it to a Workflow. The Workflow won't trigger the connector until both are live.
Set up the Workflow
1. Create or edit a Workflow with the Teammate has been unresponsive trigger — for example, set it to fire after a teammate has been unresponsive for 5 minutes.
2. Add Branches to your Workflow path.
3. Click the first branch to define the conditions for when to send the Data connector, such as, if Team assigned is "Sales" and Office hours is "Outside". Add your Data connector to this branch.
4. Click Save then Set live. Any conversations that match the conditions will trigger the Data connector.
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