
Automation details
IDEA Group of Technologies
New customer welcome review
DraftPrepare an AI suggestion for a person to review.
Flow path
Trigger, conditions and actions run in this order.
1
Trigger · New inbound message
Starts only for Primary WhatsApp
2
Condition · Exact keyword match
price, package or rate · text messages only
3
Action · Assign Sales team
Set normal priority and add Sales Lead label
4
Action · Human review
Prepare an Inbox suggestion; do not send automatically
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