If this happens,
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Build flows by dragging: triggers, conditions, replies, handoffs, webhooks.
Build a flowHow automations work
Every automation is a simple three-part rule, no code required.
Something happens
A conversation is created, a visitor attribute matches, or a time window expires.
Check a rule
Optionally filter by URL, language, tags, plan tier, or any custom attribute.
Something runs
Route, tag, close, notify, or send a message, instantly and automatically.
Build any combination of rules
Every automation has a trigger, optional conditions, and one or more actions.
Smart routing
Automatically assign conversations to the right team based on page URL, visitor attributes, or message content.
Proactive greetings
Trigger personalised messages when a visitor lands on a key page like pricing or checkout.
Auto-tagging
Tag conversations instantly based on keywords so your team can filter and prioritise at a glance.
Idle conversation close
Automatically resolve conversations that haven't had activity in a configurable time window.
Message flows
Build interactive branching flows so visitors self-select the right path before an agent joins.
Agent alerts
Notify specific agents or teams the moment a high-priority conversation comes in.
Common automation recipes
Copy these patterns and customise them for your workflow in minutes.
Conversation created on /pricing
Assign to Sales team
Visitor attribute: plan = enterprise
Notify senior agent + add tag "vip"
No activity for 24 hours
Resolve conversation
Message contains "refund"
Add tag "billing" + assign to Billing team
Visitor starts session (first time)
Send greeting: "Hi! How can we help?"
Conversation reopened
Reassign to original agent
Start replying faster
this afternoon
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