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Workflow templates / Routing

Lead capture with callback

Phone, time, hand-off.

Works with: Any channel

Install

How it works

  1. A customer sends your keyword.
  2. It asks 2 quick questions and saves the answers.
  3. Your team gets a note and takes over.

Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Condition, End, Set variable, Set variable, Send message, Wait for reply, Set contact field, Hand to the team.

Who it is for

Service teams.

Try it on real customer chats

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