Documentation Index
Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
Use this file to discover all available pages before exploring further.
Triggers & Actions helps you build automation rules like: “When X happens -> the system automatically does Y”, without needing someone to monitor or handle the task manually.
For example:
- When a customer gets the Tag “VIP” -> automatically transfer the chat to a human agent
- When a customer subscribes to a Sequence -> automatically add the Tag “Being nurtured”
- When a new contact comes in through an Entry Point Link -> automatically start a welcome Flow
Open Triggers from the menu to get started.
How to create a Rule
- In the left menu, open Triggers.
- Click + Create Rule to create a new rule.
- You will see an interface split into 2 columns:
- When this happens
- Actions
Left column: When this happens
Click + Add Condition, then choose the event you want to monitor. Conditions are grouped by topic:
| Condition | Meaning |
|---|
| Tag Applied | When a Tag is applied to a contact |
| Tag Removed | When a Tag is removed from a contact |
Custom Fields
| Condition | Meaning |
|---|
| Custom Field Changed | When the value of a Custom Field changes |
| DateTime Based Trigger | Trigger at a specific date or time, such as sending a reminder before an appointment |
| Conversation transferred to human | When a chat is transferred to a team member |
| Conversation transferred to bot | When a chat is handed back to the Bot |
| New Contact | When a new contact is created |
| Contact Unsubscribed From Broadcast | When a customer unsubscribes from Broadcasts |
| Archived | When a conversation is archived |
| Follow Up | When a conversation is marked for follow-up |
| Conversation Assigned | When a conversation is assigned to a person or team |
| Conversation Unassigned | When a conversation is unassigned |
Sequences
| Condition | Meaning |
|---|
| Subscribed To Sequence | When a customer subscribes to a Sequence |
| Unsubscribed From Sequence | When a customer unsubscribes from a Sequence |
Entry Point Link
| Condition | Meaning |
|---|
| Contact Referred A New Contact | When a contact refers a completely new contact |
| Contact Referred Existing Contact | When a contact refers someone who already exists in the system |
Right column: Actions
Click + Add Action, then choose what the system should do automatically when the conditions are met:
| Action | What the system does |
|---|
| Add Tag | Apply a Tag to the contact |
| Remove Tag | Remove a Tag from the contact |
| Set Custom Field | Write a value into a Custom Field |
| Clear Custom Field | Clear the value from a Custom Field |
| Start Another Flow | Start any Flow you choose |
| Transfer Conversation to Human | Transfer the chat to a team member |
| Google Sheets | Write contact data to Google Sheets |
Real example
Scenario: You want to automatically save a new contact’s name into Google Sheets when the contact comes in from an ad.
| Step | Setup |
|---|
| Condition | New Contact |
| Action | Google Sheets -> choose the sheet and matching columns |
Note: A Rule can combine multiple Conditions and multiple Actions at the same time. The system only triggers the Rule when all conditions are met together.
