Introduction

This summary provides an in-depth overview of the various actions, integrations, and functionalities available within a sophisticated chatbot platform.

Designed for users seeking to optimize their automation workflows, it covers basic and advanced actions, API integrations, customizations, and e-commerce capabilities. The goal is to clarify how to leverage these features effectively for seamless automation and user engagement.

Core Actions and Features

Basic Actions

• Tag Management: Add or remove user tags to segment audiences.

• Custom Fields: Set, clear, or reset user-specific data fields.

• Bulk Operations: Clear all custom user fields simultaneously.

• User Subscription: Subscribe or unsubscribe users from sequences or chatbots.

• Communication Preferences: Opt-in or opt-out of email and SMS notifications.

• Conversation Status: Mark conversations as open or done.

• Human Handoff & Pausing:

  • Enable talk to human to transfer users to a live agent.

  • Pause automation to temporarily halt chatbot responses.

• User Management: Delete chatbot users from contact lists.

Advanced Actions

• External Requests (API Calls):

  • Support for GET, POST, PUT, DELETE, PATCH, HEAD, and OPTIONS requests.

  • Customizable request URL and parameters.

  • Headers and body configurations, including:

    • No body

    • Multi-part form data

    • Form URL encoded

    • Raw files (JSON, text, JavaScript, HTML, XML)

  • Authorization Options:

    • Basic Authentication

    • Digest Authentication

    • Bearer Token (e.g., API keys)

  • Response Handling:

    • Test API responses

    • Save response data into custom fields for further use

• Smart Delays:

  • Set delays based on seconds, minutes, or hours.

  • Schedule delays until specific dates, times, or dynamic conditions.

  • Limit message sending to certain hours or days.

• JavaScript Functions:

  • For developers, embed custom JavaScript code.

  • Utilize preset libraries for common functions.

  • Enhance chatbot logic with tailored scripts.

• Language Settings & User Menus:

  • Switch between supported languages.

  • Configure user menus for navigation (future feature).

• Workflow Triggers:

  • Initiate backend workflows for complex tasks like tag management or custom processes.

• Integration Steps:

  • Connect with third-party platforms supported by the system.

• Notifications:

  • Send email, SMS, or voice call notifications.

  • Notify administrators or users based on specific triggers.

E-commerce Capabilities

• Product Management:

  • Retrieve product lists.

  • Add or remove products from shopping carts.

  • Empty carts.

  • Mark orders as paid.

Visual Summary Table

Conclusion

This platform offers robust automation tools ranging from simple user data management to complex API integrations and e-commerce functions. By combining basic actions with advanced API requests and custom scripting, users can craft highly personalized and efficient chatbot experiences. The ability to schedule delays, trigger workflows, and manage notifications further enhances engagement and operational efficiency. Whether you're a developer or a marketer, these features empower you to build dynamic, scalable, and responsive chatbot solutions tailored to your specific needs.