Conditions and actions in messaging triggers

Plan requirement

Subscription Any plan
Access Admin

Messaging triggers fire on a conversation rather than on a ticket, and they start from one of four events.

The four firing events

Event When it fires
When a customer requests a conversation A conversation is handed off by the AI agent and a ticket is created, or the customer re-engages after capacity was released.
When a message is sent The customer enters the conversation and sends a message in the Web Widget.
When a conversation is added to the queue The conversation joins the queue.
When a conversation is assigned from a queue A messaging ticket is assigned from the queue by Accept or auto-accept. Not when an agent reassigns it or claims it from a group view.

Conditions

Condition Accepts
Hour of day / Day of week 0 to 23, and 0 to 6.
Customer previous conversations Whether they have been here before.
Customer name / Customer email What they gave you.
Customer page URL The page they are on. The one that makes a trigger site-specific.
Customer country / region / IP Where they are.
Customer browser / OS / platform What they are using.
Account status / Group status Online, Away, Invisible.
Customer is in active conversation True or False.
Customer is requesting conversation True or False.
Customer served True or False.
Customer triggered True or False. Pairs with the Set triggered action to make a trigger fire once.
Brand / Group / Sender Which brand, group, or who sent it.
Sender Type Agent or Customer.
Message The message text.
Initial routing True or False.
Tags Tag names.
Queue Size How many are waiting.

Actions

Condition Accepts
Send message to customer The main one.
Wait Pause before the next action.
Request email Ask for an address inside the conversation.
Set triggered True or False. Marks the conversation so the trigger does not fire again.
Add tags / Remove tags Tags on the conversation.
Suspend user Blocks the person.

You must pick one condition statement to save a trigger: all of the following, or any of the following. There is no mixing the two in one trigger.

See also

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