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Actions | Description |
|---|---|
Send Content | |
Send a message | This action allows you to send a message to the visitor. |
Send an image | This action allows you to send an image file or URL to the visitor. |
Send a menu | This action allows you to send a menu to the visitor. |
Send quick reply options | This action allows you to send up to ten quick reply options to the visitor. Each quick reply option leads to a further Task Bot Action. |
Collect Info | |
Collect name | This action allows you to collect the name of the customer. This data is saved to the variable "Name". |
Collect email | This action allows you to collect the email address of the visitor. This data is saved to the variable "Email". |
Collect phone number | This action allows you to collect the phone number of the visitor. This data is saved to the variable "PhoneNumber". |
Collect company name | This action allows you to collect the company name of the visitor. This data is saved to the variable "CompanyName". |
Collect comment | This action allows you to collect comments from the visitor. This data is saved to the variable "Comment". |
Collect variable data | This action allows you to collect custom information from the visitor and save it to a variable—for example, User Name. You can create any variable. The variable value will only exist when the current flow is alive in a chat. |
Flow Operations | |
Transfer chat | This action allows you to transfer the chat to a specific agent, queue, or transfer the chat based on the Widget's routing rules. |
Go to Work Flow | This action allows you to transfer to another Flow when a present Flow is finished. |
Advanced | |
Set value | This action allows you to set a value for name, email, phone number, company name, comment. |
Send an email | This action allows you to send emails. For example, you can send the visitor's information to the company's lead collection email box. |
HTTP Request | This action allows you to make an HTTP Request component that includes triggering a webhook and fetching variables. |
WhatsApp Flow:
Actions | Description |
|---|---|
Send Content | |
Send WhatsApp message | This action allows you to send a message to the visitor. |
Collect Info | |
Wait for a response | This action allows you to collect customer responses and assign a variable value. |
Flow Operations | |
Reassign Ticket | This action allows you to reassign the chat to a specific agent, queue, chatbot, or reassign the chat based on the Inbox's routing rules. |
Branch | This action allows you |
Date/Time | This action allows you to control flows based on time and date. |
Advanced | |
Set value | This action allows you to set a value for name, email, phone number, company name, comment. |
Send an email | This action allows you to send emails. For example, you can send the visitor's information to the company's lead collection email box. |
HTTP Request | This action allows you to make an HTTP Request component that includes triggering a webhook and fetching variables. |
Flow Templates
CloudFon CX provides three pre-built Flow templates. Using these templates, you can build your Custom Flow.
The table lists the following Flow templates.
Template | Description |
Lead Generation  | It is used to get contact information from your visitors. |
 Routing Bot | It is used to classify visitors by asking them questions and guide them to find the most suitable support agents or resources. |
 FAQ | It is used to provide the frequently asked questions list and let your visitors help themselves. |
Forward Webchat/WhatsApp to Email | It is used to send an email when your flow received a new visitor/WhatsApp message. |
Create a Flow
You can create a Flow either of your own or by selecting from the pre-built template.
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（6）From the Actions menu, you can drag the Flow actions to the Flow Builder area and connect them in a guided workflow.
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（7）Click the Edit icon and enter （7）You can click the component to edit the text.
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You can also delete and copy and the action component during the Flow building process.
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（8）You can also add a delay to flow responses to deliver multiple messages to the customer at a comfortable reading pace.
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