Help Center Request

Business Problem: Manage contact negotiations through the WhatsApp channel after lead generated from external form and opt-in from an outbound call. Pain Points: Business is unfamiliar with our platform and requires guidance setting up automation/integrations. Context: The business uses TypeForm for lead generation (considered as Opt In) and makes calls to leads on CloudTalk. After the call ends, the Contact information is created/updated on the platform and based on the outcome of the call a tag is also added to the Contact. Then, business wants to continue the conversation by following up via WhatsApp channel.

Business Problem: Business wants the capability to return to the (main) workflow after triggering another (sub) workflow. Pain Points: Business cannot return to the main workflow after triggering another workflow. Context: The business has created a main workflow which gives contacts the option to book a meeting (amongst others). When contacts click this option, they are assigned to agents who help them schedule appointments. The business wants to allow contacts to return to the main workflow after appointment has been scheduled.

Business Problem: Business wants to send different PDF Files to customers via WhatsApp. Pain Point: Business does not know how to send dynamic files on WhatsApp using Message Templates.

Business Problem: Business wants to retarget Contacts who have Read their broadcasts. Pain Point: They want to segment Contacts based on Closing Notes categories in order to retarget only Contacts that read their broadcast.

Update Existing KB Page - https://help.respond.io/l/en/broadcasts/workflow-based-on-broadcast-response Business Problem: Business wants to give their customers the option to opt in or out of broadcast messages. Pain Points: Business customers are the recipients of broadcast messages that they do not want to receive. Context: Business is sending broadcast messages and wants to give their customers the option to opt in or out of the broadcast messages in an effort to avoid sending them SPAM messages.

Stage: Capture Objective: Capture from Website Business Problem: Businesses want to create Contacts from web form registrations on the respond.io platform. Pain Point: Businesses do not know how to create Contacts on the respond.io platform after customers/leads registered through business web form. Solutions: Contacts registered through a business web form can be created on the respond.io platform via: 1. Contact import 2. Automation software such as Zapier/Make 3. API There is a feature request to have the web form embedded on a widget. Upvote this feature request here .

Business Problem: Business wants to identify and assign returning Customer back to the same/dedicated agent. Pain Points: Business doesn’t know how to automatically assign the returning customer back to the dedicated agent, if there’s one. Business doesn’t want returning customers with a dedicated agent to go through the same round robin assignment logic as new customers.

Business Problem: Business wants a way to automatically close a conversation after a defined period of inactivity, in cases where agents forget to do so or when awaiting feedback from the customers. Pain Point: Conversations remain open indefinitely due to agent oversight or awaiting customer responses.

Business Problem: Business wants to send a notification/message to remind customers of their abandoned carts. Pain Point: Business has high abandoned cart rates and wants to re-engage with customers.

Business Problem: Business wants to provide its users the ability to cancel lessons they have booked. Pain Points: The business’s users have no way to communicate to the business that they want to cancel the lesson they have booked. Context: The business provides educational services and sends template messages to users using API to prompt users to book lessons in a Workflow. Currently, the users can’t cancel a lesson and the business wants to give them the capability to do so using API then manage the responses using Workflow.