Handle the routine automatically
Some replies and routing should not wait for a person. Automations run the moment a message lands, so your team spends its time on the conversations that need a human.
Automations
Rules that run on inbound messages
When an SMS arrives outside business hours, then reply with the after-hours message.
Ran 214 times
When a message contains "invoice" or "refund", then assign to Riley Chen and add tag billing.
Ran 96 times
When a first WhatsApp message arrives, then add tag lead.
Build a rule from plain conditions and actions. When a message matches, Syncodial can reply, assign it to the right person, add a tag, or change its state, all within your opt-out and WhatsApp rules.
- Trigger on inbound messages
- Match by keyword, any or all
- Match by channel, like SMS or WhatsApp
- Limit a rule to business hours
- Auto reply, assign, tag, or set state
What you get
Message triggers
Rules run on inbound messages as they arrive, in real time.
Keyword conditions
Match when a message contains any or all of your keywords.
Auto reply
Send an automatic reply, for example an after-hours message.
Assignment
Route a matching conversation to a specific teammate.
Tagging
Add a tag so conversations are easy to filter and report on.
Business hours
Scope a rule to your working hours in the workspace time zone.
These are the automation capabilities shipped today. Auto replies skip opted-out contacts and respect the WhatsApp 24-hour window, and a per-conversation cooldown prevents loops. More triggers and actions are planned and are not described here as current.
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