Action nodes

Messaging actions

  • Send Message β€” send a text, image, video, file, carousel, or button template message on the channel the flow was triggered on.

  • Send Button Template β€” send an interactive message with clickable buttons. Each button branches to a different flow path. Supports button expiry (the buttons stop working after a set time).

  • Send WhatsApp Template β€” send a pre-approved WhatsApp message template (required for messaging customers outside the 24-hour window).

  • Send Email β€” send an email from a connected Gmail or Outlook account. Configure To, CC, BCC, subject, and body.

  • Send Marketplace Private Reply β€” send a private DM to a buyer on Shopee or Lazada (in response to a public review or enquiry).

  • Send Marketplace Order Card β€” send a structured order summary card to a buyer on Shopee or Lazada.

  • Send Marketplace Voucher β€” send a voucher code to a buyer on Shopee or Lazada.

Ticket management actions

  • Assign Ticket β€” assign to a specific agent or team. Includes "out-of-hours fallback" and "assign to last handler" options.

  • Unassign Ticket β€” remove the current assignment.

  • Add Label β€” apply a Label to the Ticket.

  • Remove Label β€” remove a Label from the Ticket.

  • Close Ticket β€” resolve and close the Ticket.

  • Mark Ticket as Follow-up β€” flag the Ticket for follow-up.

  • Add Note to Ticket β€” add an internal note (visible to agents only). Supports @mentions.

  • Mark as Spam β€” move the Ticket to the Spam Inbox.

Review actions

  • Reply to Review β€” post a public reply to a Shopee or Lazada review.

  • Mark Review as Follow-up β€” flag the review for follow-up.

  • Add Note to Review β€” add an internal note to a review.

AI actions

  • Let AI Respond β€” hand the conversation to the AI Agent. Configure:

    • Escalation path β€” the next flow step if the AI escalates to a human.

    • Timeout path β€” the next flow step if the customer doesn't respond within a set time.

    • Knowledge Source scope β€” which sources the AI should use for this flow (optional).

Flow control actions

  • Jump To β€” loop back to a previous step in the flow. Includes a configurable maximum number of jumps to prevent infinite loops.

  • Send HTTP Request β€” send data to an external system via webhook. Supports GET, POST, PUT, PATCH, DELETE, custom headers, and a JSON or form body.

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