Advanced Actions

External Request

Learn more about External request here

Smart Delay

Learn more about smart delay here

Javascript Function

Learn more about Javascript function here

Send SMS

This option allows you to send an SMS to any user who has provided their contact number. With the SMS feature, you are able to reach out to those users whose last interaction was more than 24hrs ago.

Open

How To Use This Feature:

Make sure that you have added your number in the section below by having it activated on either of the four SMS number providers (Twilio, SignalWire, Telnyx, Message Media)

Open

Set Language

Sample Setup

This action allows us to change the language of our flows based on our desired one.

Step 1

Go to TOOLS > Multiple Languages > New Language

Step 2

You may choose the language you desire or add a custom language if you don’t find one in the list available.

Step 3

Do some translations.

Step 4

Here’s a sample set up.

Result:

Set Persona

Setting a persona is basically allowing your chatbot to have different characters. Imagine having talking to a different person for your billing flow, another for the sales, then another for support. This allows a lot more personalization in your chatbot.

Step 1

Go to Contents > Personas > Click “+New Persona” then enter a name and an avatar (optional).

Step 2

Set it up on your flow builder

Result

If you noticed, the avatar has changed and your conversation is handled by the persona “Sarah”.

Set User Menu

Set User Menu is a good way to provide shortcuts to your chatbot. So instead of having the user go through each flow, we can use this function to have the user go straight to whatever flow they want to go.

How do you set this up?

Go to Contents >> Menus >> + New Menu

Create your Menu name and click “+Add Menu Item”

Add your menu title and make sure to choose a subflow then click Save. This is where your user will be sent once the menu is pressed.

Back at your flow, choose the menu you want to appear.

Set Timezone

You can set up the user timezone by using this action.

(WebChat) GTag Event

Learn more information about the Google Tag Manager Event here.

Log Custom Event

Learn more about custom event here.

Move to board

Learn more about move to board here.

Calendar File Generator

In this tutorial, we will learn how you can generate ICS files to enable users to add meetings directly to their calendars, whether on desktop, mobile, iOS, or Android devices.

Generating Calendar Files in Live Chat:

One powerful use case for calendar integration is enabling live chat agents to generate appointments within chat conversations. By utilizing the calendar file generator, agents can seamlessly create a meeting event that users can add to their calendars. Here's how it works:

Within the live chat conversation, locate the "Calendar File Generator" option at the bottom.

Click on it to open a new window where you can customize the meeting details.

• Provide a name for the meeting, such as "Follow-up meeting"

• Set the start and end dates and times for the meeting.

• Specify the location, whether it's a physical address or a virtual meeting platform like Zoom.

• Add a description, such as "Weekly Follow-up meeting."

• Optionally, include a URL related to the meeting, like your website.

• Save the generated ICS file, which will appear in the lower-left corner of the live chat conversation.

When you're ready, send the file to the user, who can download and add it to their calendar.

Adding the Meeting to Calendars:

Once the user receives the ICS file, they can seamlessly add the meeting to their calendars. Here's a step-by-step guide:

When the user opens the file, it will open a browser tab displaying an overview of the meeting details.

• They will see the meeting information, including the meeting name, date, time, and description.

• To add it to their calendar, they can click the "Add to Calendar" option.

• They will be prompted to choose a calendar application or service (e.g., Google Calendar).

• Once selected, the event will be added to their calendar, allowing them to access all the details and even set reminders.

Calendar Integration in Flows:

Calendar integration is not limited to live chat conversations. You can also incorporate it into flows for further automation. Here's how to use it within a flow:

• In the flow, add an action block and select "Advanced Actions."

• Choose the "Calendar File Generator" option and edit the action.

• Customize the meeting details as required, including dynamic variables for start and end times.

• Save the meeting link to a custom field for future use.

• Display the meeting link within a text block or use a button to provide easy access.

Send the link to users via SMS, email, or any preferred communication channel.

When users click the link, they can add the meeting to their calendars, just like in the live chat scenario.

Goto Node Ns

Goto Node Ns is used to jump to the particular node, for this select “Go To Node NS” via Advance Action. And Copy the NS number of a particular Node.

On each node top, there are some options, among them a copy Node option is there.

Past the Node NS number into the particular action, so whenever this action is called it will redirect to the copied NS node.

Update User Profile

This option is utilised to update user data from the source organization, in many cases where we need to update a user profile, along with other information can be updated in the 24-hour time frame.

This will pull the most recent user’s profile image, and also update the user’s timezone.

Enabling and Disabling WebChat User Input

These are two functions that basically let you control the user's input.

A disabled user input looks like this. The user will not be able to send any written message.

Should you want to enable the user input again, just add the Enable User Input Action.

Trigger Workflow

Workflow is the backend automation, this type of flow don’t send message or expect user input. You can find more information about workflow here.

SSO Actions

Single Sign On(SSO) allow you to unify the user coming from different social channels. The user can choose to login through their Google or Facebook account.

You can find more information about SSO feature in UChat here.

You can find below actions in SSO Actions:

• Find SSO User: You can search the SSO user by user’s email

• Send flow to linked channel user: You can send flow to the linked channel user.

• Get SSO User info: you can get the SSO user detail information

• Get linked channel users: You can get all the linked channels for the same SSO user

• Link to SSO user: You can manually link the current user to the master SSO user

• Unlink from SSO user: You can manually unlink the current user from SSO user

Video tutorial:

Rate limit Attempt

You can limit the number of messages that are sent to the user. You can set up the rate limits in the “Settings” → “Rate Limit Settings”

You can find more information here.