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AI and automation

Keyword rule

A keyword rule is an instruction that matches specific words in an incoming message and responds with a set reply or starts a defined automation.

Also calledauto-reply ruletrigger word

It is deterministic where an AI is probabilistic, which makes it the right tool for things that must behave identically every time: opt-out keywords, a pricing request, an escalation phrase. Rules are best used alongside a grounded AI, handling the known cases and leaving the rest to language understanding.

Worth knowing alongside it.

Opt-out
An opt-out is a customer's instruction to stop receiving messages, usually given by replying with a keyword such as stop or unsubscribe.
Grounding
Grounding is the practice of making an AI answer from specific source material you supplied, rather than from whatever it absorbed during training.
Workflow automation
Workflow automation is a defined sequence of steps the system performs when a trigger fires, such as sending a message, setting a field, assigning an owner, or waiting.