5.0 “Actions” - Types of actions our flowbuilder can perform
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      5.0 “Actions” - Tipos de accciones que puede realizar nuestro flowbuilder

      5.0 “Actions” - To finish, let’s take a look at the section.

      In this section, you’ll find actions that allow you to assign teams, agents, unassign, add/remove tags, and more.

      5.1 Assign to Agent

      • This option should only be used as the end of the flow.

      • Whenever you add this action, you can select the agent (who must already be created in your Saysimple platform) to automatically assign the conversation.

       
       
       
      5.2 Assign to Team

      • This option should only be used as the end of the flow.

      • Whenever you add this action, you can select the team (which must already be created in your Saysimple platform) to automatically assign the conversation to that team.

       

      5.3 Unassign Conversation

      • This action is used to unassign a conversation from an agent, in case it was previously assigned.

       
       

      5.4 Add Internal Note

      • This option allows you to add internal notes, which will appear in the “Internal Comments” section of the conversation within the Saysimple platform.

      • This option can capture information such as the customer’s latest response or selection in the flow, or you can configure it to store variable data like contact.name, contact.email, etc.

      5.5 Add/Remove Contact Label

      • This option allows you to automatically assign or remove a “category” (tag) from the customer who interacts with the Flowbot.

      • These tags must be previously created in your Saysimple platform.

       

      5.6 Add/Remove Tag

      • This option allows you to automatically assign or remove a “tag” from the customer who interacts with the Flowbot.

        • These tags must be previously created in your Saysimple platform.

      5.7 Add to Contact List

      • This option allows you to add the customer who contacts you directly to one of your contact lists, which must be previously created in your Saysimple platform.

       
       
      5.8 Remove from Contact List

      • This option allows you to remove the customer who contacts you directly from one of your existing contact lists.

       

       

      5.9 Archive Conversation

      • This option is used as the end of the flow, with the condition that it archives the conversation.

      Archiving = Closing the conversation in Saysimple.

       

      • Unarchive conversation

        • When we set this option it will always be to be able to unarchive a conversation that we previously had as archived in our saysimple platform.