Automate Conversations
How to Maximize Customer Service Potential with AI Agent
Learn to use AI Agent to engage with customers instantly by providing quick responses to low-level conversations involving basic product information, policies, etc.
How to Automate Contact Information Collection with AI
In this article, you’ll discover how to automatically collect Contact information i.e., email address or phone number, using AI Agent.
How to Automatically Qualify Contacts Based on Budget Using AI Agent
Learn how to automatically qualify Contacts based on whether they have the budget for your service using AI Agent.
How to Block Contacts and Manage Spam
Learn how to stop receiving spam by blocking Contacts.
How to Create Automated Welcome and Away Messages
Learn how to set up automated welcome and away messages to respond to customers immediately.
How to Create Automated Chat Menus
Learn how to create automated Chat Menus to handle multiple inquiries simultaneously and provide customers with instant access to information 24/7.
How to Route Contacts to Preferred AI Agent
Learn to automatically ask incoming Contacts if they want to talk to a Sales or a Support AI Agent and divert the Contact to the AI Agent of their choice.
How to Route Contacts by their Preferred Language
In this article, you’ll discover how to automatically route contacts to Agents based on the Contact’s language preferences.
How to Route New and Returning Contacts
Learn how to identify new & returning customers to route & manage them separately using Workflows.
How to Route Contacts by Team Functions
Automatically route customers based on the team the customers want to speak to or customers’ contact data.
How to Route Contacts by Shifts
Automatically route customers by shifts or business hours.
How to Enrich Customer Data from a CRM or other Business Software
Retrieve customer properties like Fields from your CRM or business software that holds your primary customer list and add the data to the Contact in respond.io.
Assignment Strategy: How to Automate Contact Distribution & Load Balancing
Learn how to automatically assign customers to agents based on your preferred load distribution strategy.
Assignment Strategy: How to Unassign Agents after Conversations Closed
Automatically unassign Contacts from agents when conversations are closed using Workflow Templates.
How to Collect Contacts’ Emails and Phone Numbers
Learn how to collect customers’ or leads’ email addresses and phone numbers when conversations open.
How to Get Contacts’ Consent for Personal Data Collection
Learn how to automatically ask for customers’ consent to the privacy policy for personal data collection purpose.
How to Route VIP Contacts
Learn how to identify VIP Customers to route and manage them differently from other Customers using Workflows.
How to Promptly Transfer Conversation Between Agents
Automate the reassigning of conversation if the initial agent does not respond within a specified period.
How to Guide Customers from Exploration to Purchase with Engaging Menus
Learn how to create comprehensive Main and Sub Menus for inbound Contacts that allow them to self-explore your product line.
How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
Learn how to automatically send customized welcome messages to Contacts coming from various messaging channels and assign them to relevant agents with whom they have interacted earlier.
How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
Use a Workflow Template to automatically send CSAT surveys to customers with closed conversations and save data in Google Sheets, CRMs or other data warehouse.
