Go to app.topline.com
1. Click "Automation"
Access the Automation feature on the left side menu.
2. Click "Create Workflow"
To create a new workflow click on the Create Workflow button located on the upper right corner.
3. Click "Continue"
Select the Start from Scratch option and click on Continue.
4. Click "Add New Trigger"
Click on the Add a new trigger to the workflow by clicking there.
5. Select "Customer Replied"
On the search bar, look for customer replied. Then select the option.
6. Click "Add filters"
Select this option to add filters to the trigger.
7. Click "Reply channel"
Choose the "Reply channel" option from the dropdown menu.
8. Click "Chat Widget"
Then, choose the chat widget option.
9. Click "Save Trigger"
Save the trigger configuration by clicking on the Save option.
10. Click "Add Action"
Click on the plus icon to add a new action to the workflow.
11. Click "Send Internal Notification"
Use the search bar to look for send internal notifications, then select this option.
12. Click "Email"
Choose the email option on the type of notification dropdown.
13. Add Internal Notification Information
Fill the spaces with all the information needed.
14. Notification Subject and Message
Add a subject line to the email, and on the message, add the 'Message Body' custom field.
15. Click "Save Action"
After filling up the information, click on the save action button.
16. Click "Notification"
Select the notification option from the type of notification dropdown menu.
17. Add Title and Message
Add the notification title and, add the 'Message Body' custom field on the message space.
18. Click "Save Action"
After filling up the information, click on the save action button.
19. Click "SMS"
Select the SMS notification option from the type of notification dropdown menu.
20. Add Message
Add the information you want on the message box, and the "Message Body" custom field.
21. Click "Save Action"
After filling up the information, click on the save action button.
22. Click "Test Workflow"
Initiate the testing of the workflow by clicking on the test workflow option.
23. Click "Save"
Save the workflow and changes by clicking on the save button located on the upper right corner of the view.
24. Publish Workflow
Toggle the switch and publish the workflow.
