👋
YesHello Knowledge Base
  • 👋Welcome
  • Get Started
    • ⭐Setting Up Your Account
    • 🔗Connecting Channel
    • 🧑‍🤝‍🧑Inviting Your Teammate
    • 📩Getting Contact To Messages You
    • 💌Automated Welcome and Away Messages
    • 💬Responding to Message
    • 📖Glossary of Terms
  • 🌐Channels
    • Channel Overview
    • Whatsapp
      • WhatsApp Business Platform (API) Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • Whatsapp Business Template
      • Whatsapp Pricing
      • Whatsapp Business Platform (API) Channel Configuration
      • Whatsapp Messaging Limit
      • Meta Product Catalog
      • Change Your Whatsapp Business Display Name
      • Migrating from Whatsapp Personal or Whatsapp Business App
      • Phone Number Migration to respond.io Whatsapp Business Platform API
      • Turn-off Whatsapp Number Two-Step Verification
      • Whatsapp Cloud API
      • 360Dialog Whatsapp
      • Twilio Whatsapp
      • MessageBird Whatsapp
      • Vonage Whatsapp
      • Phone Number Migration to Whatsapp Cloud API
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Facebook Private Replies
      • Facebook Message Tag
    • Instagram
      • Instagram Quick Start
    • WeChat
      • WeChat Quick Start
    • LINE
      • Line Quick Start
    • Viber
      • Viber Quick Start
    • Telegram
      • Telegram Quick Start
    • Google Business Message
      • Google Business Messages Quick Start
    • Website Chat Widget
      • Website Chat Widget Quick Start
      • Website Chat Widget on WordPress
      • Website Chat Widget on Shopify
      • Website Chat Widget on Wix
      • Website Chat Widget on Joomla
      • Website Chat Widget on Squarespace
    • SMS
      • Twilio SMS
      • MessageBird SMS
      • Vonage SMS
    • Email
      • Gmail/Google Workspace
      • Other Email
    • Twitter
      • Twitter Quick Start
    • Custom Channel
      • Custom Channel Quick Start
    • 360Dialog Channel
  • 📎Modules in YesHello
    • Dashboard & Reporting
      • Reports: Conversation
      • Reports: Responses
      • Reports: Resolutions
      • Reports: Message
      • Reports: Contact
      • Reports: Assignment
      • Reports: Leaderboard
      • Reports: User
      • Reports: Broadcast
    • Messages
      • Assignment and Closing a Conversation
      • Custom Inboxes
      • Interacting with Respond AI
      • Using AI Assist
    • Contact
      • Contact Details
      • Merge Suggestions
      • Contact Activity
      • Contact Channels
      • Contact Import
      • Segments
    • Broadcast Module
      • Managing Broadcast
    • Workflows
      • Workflow Trigger
      • Workflow Steps Overview
      • Step: Send A Message
      • Step: Ask A Question
      • Step: Assign To
      • Step: Branch
      • Step: Update Contact Field
      • Step: Open Conversation
      • Step: Close Conversation
      • Step: Add Comment
      • Step: Jump To
      • Step: Wait
      • Step: Trigger Another Workflow
      • Step: Date & Time
      • Step: HTTP Request
      • Step: Add Google Sheets Row
    • Dynamic Variable
      • How to Use Dynamic Variables
    • Workspace Setting
      • Workspace Settings: General
      • Workspace Settings: Users
      • Workspace Settings: Teams
      • Page
      • Workspace Settings: Data Import
    • Organization Setting
    • User Account
    • YesHello on Mobile
    • Help Menu
  • 👁️Capture Conversations
    • How to Streamline Meeting Scheduling via CTC
  • 🤖Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Route Contacts to Preferred AI Agent
    • How to Create Automated Chat Menus
    • How to Route Contacts by their Preferred Language
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: How to Unassign Agents after Conversations Closed
  • 📥Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts' Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts' Email and Phone Numbers
    • Route Contacts By Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Route VIP Contacts
  • 💬Chatting it Up with Customers: Let's Get Talking!
    • Understand the Individual: Get a Complete View of the Customers
    • Collaborate Internally: Simplify Customer Escalation with Automation
    • Collaborate Internally: Transfer Contacts to the Next Shift Automatically
    • Respond Intelligently: Optimize Agents’ Productivity in the Messages Module
    • How to Write an Optimal AI Persona (Best Practices)
  • 💡Support Use Cases
    • Inbound Support: Identify Contacts by Email and Phone Number
    • Inbound Support: Enrich Customer Data from a CRM or other Business Software
    • Inbound Support: Route Customers to the Right Team Automatically
    • Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
    • Send Outbound Support Messages
    • Support: Closing Conversations
    • Supervising Your Support Agents
    • Reporting for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • 💲Sales Use Cases
    • Inbound Sales: Collect Leads' Email and Phone Number
    • Inbound Sales: Enrich Contact Data and Qualify Leads
    • Inbound Sales: Routing Leads
    • Inbound Sales: Auto-Assign Leads to Sales Agents
    • Sending Outbound Sales Messages
    • Track Productivity by Closing Conversations
    • Supervising Sales Agents
    • Reporting for Sales
  • 📶Broadcast Use Cases
    • Sending a Simple Broadcast
    • Start a Workflow Based on Broadcast Response
    • Troubleshooting a Failed Broadcast
  • ⚙️Integrations
    • Zapier
    • E-Commerce Integration: Shopify
    • E-Commerce Integration: BigCommerce
    • E-Commerce Integration: WooCommerce
    • E-Commerce Integration: Magento
    • CRM Integration: HubSpot
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Workflows

PreviousManaging BroadcastNextWorkflow Trigger
Workflow Trigger
Workflow Steps Overview
Step: Send A Message
Step: Ask A Question
Step: Assign To
Step: Branch
Step: Update Contact Field
Step: Open Conversation
Step: Close Conversation
Step: Add Comment
Step: Jump To
Step: Wait
Step: Trigger Another Workflow
Step: Date & Time
Step: HTTP Request
Step: Add Google Sheets Row