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The table lists the following Flow Actions.

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, department, 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.

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

 

Image Modified

It is used to get contact information from your visitors.

Image Modified

It is used to classify visitors by asking them questions and guide them to find the most suitable support agents or resources.

Image Modified

It is used to provide the frequently asked questions list and let your visitors help themselves.

Create a Flow  

You can create a Flow either of your own or by selecting from the pre-built template.

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