Notifications
- Hassan A
- Matthew Miao
This action allows your bot to send notification through various channels, including
Email
Slack
SMS
Phone Call
It's all in the "Notification" of your Action step.
Email Notification
To send an email notification, you will need to setup your email integration first. Check how to setup email integration?
Unlike "Send Email" step, email notification only supports text message type. Check "Send Email" step in "Email Integration" page if you need more message types like images, buttons, files, etc.
Put the sender's address at "Email Profile" and the receiver's address at "To Email".
Slack Notification
Similarly, to send a slack notification, you will need to setup your slack integration first. Check how to setup slack ingegration?
In the pop-up window,
choose a Webhook
choose a default channel or name another one
pick a message type, add as many as needed
for example, "Section" type, put your message at area 4 and add photo or field value if needed
use the "Test" button to send the message for test and adjust accordingly
once finished, click "Save".
SMS Notification
Setup a sender number before you make a SMS notification. Check how to add phone number?
You can use the "generate random text" operation with text variable to get a random security code and send out for verification purpose shown in the pictures.
Choose a sender and receiver, put message and here you go!
Make Phone Call
Same as SMS notification, a phone number is needed to make a phone call. Check how to add phone number?
Moreover, you must make a voice flow connected to this phone number otherwise your voice bot don't know what to say.
Ref Payload
Ref payload is used to passing on a message to the voice bot.
For example, set the payload to "support" here in the notification action and in your voice flow:
Goto the Start Step in your Main Flow and save the ref payload in a custom field.
TIP - You are allow to pass on a JSON variable in the ref payload but base64 encode and decode are needed before and after this. See base64 operations in Set Custom Field.
WhatsApp Notification
To send a WhatsApp notification, you will need to set up your WhatsApp integration first.
You can select your WhatsApp account to send messages to the user. Make sure the receiver's number contains the country code.
Important Note: The recipient must be engaged within a 24-hour window. otherwise the message might fail to deliver.
Video Tutorial
WhatsApp Template Notification
To send a WhatsApp notification, you will need to set up your WhatsApp integration first. Additionally, ensure that you have a verified payment method added to your number.
You have to select the template message and fill in the parameters. if you are using the quick reply button you will get two options When the quick reply button clicked
User A engaged with the bot. User B is the admin, we want to notify. So when user A engages with the bot, and reaches that WhatsApp template notification and the template has a button.
If it is sender continues, once the user B admin receives the message and clicks the button, user A will continue to the next step.
If it is receiver continues, Once user B receives the notification and clicks the button, user B will continue to the next step. |
Telegram and Viber Notification
Similarly, to send a Telegram notification, you will need to setup your Telegram integration first.
Select the Bot then filter your users by User ID, Email, Phone and User NS.There is no 24 hours restriction.
Similarly, to send a Viber notification, you will need to setup your Viber integration first. Viber Notification is the same as Telegram Notification.
Video tutorial
Facebook Notification
To send a Facebook notification, you will need to set up your Facebook integration first. Same as Telegram or Viber with the added feature of sending messages based on different tags for delivery assurance.
Default means that there is no tag. You need to select the correct tag, and the user must be within the 24-hour window. If the user is outside of the 24-hour window, the message will not be delivered.
Live Agent Notification
You have to write the notification text and it will appear in Live Chat.
You must have a live chat integration set to receive the message, and only the selected live chat integration provider will receive the message.