New chat goal message (instant)
Triggered when the user enters a response message into the automation chat widget embedded on a web page after the "accomplish chat goal" action has transferred the chat conversation.
New chat message (instant)
Triggered when the user enters a message into the chat widget embedded on a web page.
Accomplish chat goal
Sends a reply back to the chat user and transfers the conversation to the specified Chat Goal automation. The Chat Goal automation can perform all needed chat interactions to accomplish a goal (e.g. obtain the user's email). This automation will be snoozed until the Chat Goal automation completes its goal by executing the "chat goal accomplished" action. This automation then wakes up, processing continues from this action, and the chat conversation transfers back to this automation.
Accomplish chat goal if item not in memory
Sends a reply back to the chat user and transfers the conversation to the specified Chat Goal automation. The Chat Goal automation can perform all needed chat interactions to accomplish a goal (e.g. obtain the user's email). This automation will be snoozed until the Chat Goal automation completes its goal by executing the "chat goal accomplished" action. This automation then wakes up, processing continues from this action, and the chat conversation transfers back to this automation.
Chat goal accomplished
Must only be executed when the chat goal automation has accomplished its goal. The parent automation will wake up and resume processing at its "accomplish chat goal" action that invoked this automation.
Get user account
Fetches the tenant and person uuids associated with the chat widget user, if previously stored and if unexpired. The emitted values will otherwise be empty. The values are stored in the browser's local storage, associated with the domain hosting the widget.
Get value
Fetches the named value from the chat widget, if previously stored and if unexpired. The emitted value will otherwise be empty. The value is stored in the browser's local storage, associated with the domain hosting the widget.
Recall chat conversation memory
Emits all values previously saved in a conversation memory in the database.
Save chat conversation memory
Saves a value temporarily into the system's database. If the named memory already has a value stored, this value is added to the memory without affecting previously saved values. The value will be deleted according to the system's configuration, typically after 60 days.
Save user account
Associates the specified tenant and person uuids with the chat widget user. The values are stored in the browser's local storage, associated with the domain hosting the widget. An expiration time can be specified, after which the values are no longer valid.
Save value
Saves a named value in the chat widget browser's local storage, associated with the domain hosting the widget. An expiration time can be specified, after which the value is no longer valid.
Send chat response
Sends a response message that will be displayed to the user of the chat widget.
Await form submission
Suspends the automation and awaits a submission from a form designed via the "create a form" action. This action, when configured, will use the closest "create a form" action that precedes it in the automation's logic flow.
Await form submission with timeout
Suspends the automation and awaits a submission from a form designed via the "create a form" action. This action, when configured, will use the closest "create a form" action that precedes it in the automation's logic flow. If nobody submits the form within the specified datetime, the automation wakes up and empty field values are emitted.
Await human moderation
Suspends the automation and awaits human moderation. Approval is performed by someone visiting the link emitted from the "get moderation request link" action.
Await human moderation with timeout
Suspends the automation and awaits human moderation. Approval is performed by someone visiting the link emitted from the "get moderation request link" action. If nobody moderates the item within the specified datetime, the specified default moderation result will be emitted.
Configure moderation queue UI
Configures the moderation queue's UI elements. Configuration can be done per automation and per scope.
Create a form
Creates a form using a WYSIWYG designer. Emits the URL to the form. The "await form response" action must be used to receive the submitted form information.
Display form waiting message
Displays a text message in a popup dialog along with a spinning animation icon and an optional halt button. This action can be called multiple times after a form is submitted to update progress before the next form is displayed.
Execute assembly in browser
Only for use in form app automations. Suspends the automation while the form in the browser executes the specified assembly in the browser.
There must be form actions that precede and follow this action.
Get moderation request link
Returns a moderation request link to be sent to a human. When the link is opened, they will see the provided title and description, along with buttons to take action.
Manually configure automation webhook triggers in browser
Only for use in form app automations. Suspends the automation while the form in the browser executes webhook triggers in the browser that need manual end user configuration.
There must be form actions that precede and follow this action.
Perform app connection workflow
Only for use in form app automations. Suspends the automation while the form in the browser walks the end user through the workflow for connecting the specified app.
There must be form actions that precede and follow this action.
This action may not result in an app actually being connected. Check the emitted "Action error message" field for any error message. Also, use the System "Does account have app connection" action to check for the presence of the app connection.
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