Move to board

Visual Flow Builder

We shall show the Visual Flow Builder

We are just creating the Action Block and adding the Board function to it to test its functionality.

In the Action Block -> go to Advanced Actions -> Move to Board function

Open

Next step -> Click on Edit Action in the Board Function.

Open

You need to select the Topic to position the User at the end of a Process.

Now let's say, we are getting the user to the platform for the first time, so we are selecting the Topic New Lead.

You can also add a Note to the Action taken out of the 3 Options provided in the drop-down menu:

1. No Change

2. Update Note

3. Clear Note

Now let’s select Update Note under the Note Action. and Info under Note Type

Since we are adding the User as New Lead, let the note be as - {{First Name}} is our new Sales Lead

Now we can save the above Note Details in the Board.

Now let’s preview this Action Block with Board Function on the Pop-up Web Page.

We don’t see any action on the Web Page, as we are testing only the Action Block.

Now we close the testing Web page and open the Board and refresh the Page, you can see the Magic:

Under the New Leads Column in the Board, the Guest user has been added. Also you can see the Note: Guest is our New Sales Lead.

Now, You can have a look inside by clicking on the Guest User and you will be able to directly communicate with this User from within the UChat Platform.

Now you can also drag them to the several stages manually from left to right and right to left.

We can also do Automation, where each time a user takes a certain action, you can move to the required Board. You can move them through all stages of the Board.

Now we have manually moved the Guest User from New Lead to Demo Scheduled.

For example, when we want to do Automation on this, if a Product demo has been scheduled with the Guest User, using the Calendly integration, we can also call an Action with the Board Function, where the following activity is done:

1. Topic or Stage - Sales Pipeline / Demo_Scheduled is selected.

2. Note Action: Update Note

3. Note Type: Info

4. Topic: Calendly booking is scheduled for Product demo with {{First Name}}

In this way, the Board parameters can be set when a Calendly Appointment is done.