Teammates can trigger reusable workflows within conversations to increase their efficiency on the Help Desk.
You'll need to set up reusable workflows first.
Get started
From a conversation use ⌘ / Ctrl K to open the menu and search for "Trigger reusable workflow".
You can also pin workflows to the composer for easy access.
Then search for the reusable workflow and press Enter to select it.
This will automatically trigger the workflow within the conversation. The example below shows a "Refund Order" reusable workflow which automatically sends the customer a ticket form in the Messenger to collect more details before processing the refund.
The manual work is taken care of. 🎉
Note:
All reusable workflows are available to all teammates on the Help Desk (you can restrict/hide some workflows).
If there is a workflow already running in the conversation, triggering a new one will interrupt the existing workflow.
💡Tip
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