Manually Trigger Selected Workflows from Messaging Module (Shortcuts) | Voters

Manually Trigger Selected Workflows from Messaging Module (Shortcuts)

complete

Gerardo Salandra

Allow specific Workflows to be triggered manually from the Message Composer in the Messages Module.

Not all Workflows should be available to trigger manually
Different Teams will need access to different options of Workflows

November 16, 2021

Shi Hui

marked this post as

complete

We’ve got a nifty new tool: Shortcuts! There is so much you can do with this feature. The elements you need to know are:

Shortcut Trigger
Shortcut Button
Shortcut Form
Shortcut Permissions

All you need to do is to create a Workflow with the newly-introduced Shortcut Trigger. This Workflow can then be triggered on demand in the Messages Module with the Shortcut Button.

Use Shortcut Forms to create template forms for everyday processes. Without leaving a Conversation, you can trigger a Shortcut Workflow to update orders, initiate refund processes or even send out advanced surveys and record the answers in a Google Sheet. Finally, control agent access to this powerful button with Shortcut Permissions.

Learn how to use Shortcuts here: https://docs.respond.io/workflows/triggers#trigger-shortcut

Gerardo Salandra

marked this post as

in progress

Gerardo Salandra

marked this post as

planned

David Rodríguez

As with surveys, there should be an option to terminate a workflow as well: Contacts do not terminate 100% of a workflow and in some cases, manual closure of a workflow may be required.

Gerardo Salandra

marked this post as

under review

Gerardo Salandra

Merged in a post:

Workflow: Ability to start a Workflow from the Messages Module

Iaroslav Kudritskiy

If you have a Workflow that was designed to collect Survey data from the Contact, but it needed to be sent manually. It would be nice if you could ad hoc start that Workflow from the Messages Module.

November 16, 2021

Respond Admin

With the workflow module, it is mentioned that the surveys will become obsolete. Currently a User can very conveniently push a pre built survey form during a conversation to collect some specific data, for orders, info update etc. 
If surveys are removed the only way to do a similar task would be via a tag.
Similar to how a survey can be sent now (within the chat area), if we can manually trigger a workflow event similarly this would do the job.