Automations
Automations in ABC Salesbot allow you to create powerful workflows that trigger messages, actions, and processes automatically based on specific conditions and events.
Key Features
- Visual Flow Builder: Design and manage automation flows with an interactive timeline and step management.
- Multiple Scheduling Options: Support fixed date, delayed, and dependency-based scheduling for messages.
- Responsive Automation Listing: Easily create, duplicate, and manage automations with a user-friendly listing interface.
- Multi-Channel Support: Configure automation steps across various messaging channels and customizable templates.
- Automation Bots: Assign and manage AI agents directly within your automation workflows.
- Dynamic Content & Personalization: Utilize variables and custom templates to tailor your messages.
How Automations Work
Automations use a combination of triggers, conditions, and actions to create responsive workflows:
- Triggers initiate the automation (e.g., new lead created, tag added, form submitted)
- Conditions determine if the automation should continue (e.g., lead has specific tags or field values)
- Actions are the tasks performed (e.g., send message, assign tag, create task)
Each automation can include multiple steps with their own conditions and actions, allowing for complex decision trees and customer journeys.
Creating Your First Automation
To build an automation:
- Navigate to the Automations section in the navigation menu
- Click "Create Automation"
- Give your automation a name
- Create an Automation Message
- Configure message content and scheduling options
- Test your automation by adding a new lead
- Activate it when ready
Advanced Features
- Bulk Operations: Enroll leads into multiple automations simultaneously and make bulk updates.
- Flexible Scheduling: Configure messages to send at specific times, after enrollment, or relative to other automation steps.
- Automation Bots Management: Easily assign, edit, and remove AI agents directly from the automation interface.
- Detailed Analytics: Delivery reports for enhanced performance monitoring.
Best Practices
For effective automations:
- Start Simple: Begin with basic workflows before creating complex ones
- Test Thoroughly: Use test leads to verify automation behavior
- Segment Properly: Create specific automations for different lead segments using tags
- Monitor Performance: Regularly review automation delivery reports
- Update Content: Refresh automated messages periodically
- Add Personalization: Use lead information to customize messages
- Create Exit Points: Allow leads to opt-out of automated sequences
- Document Logic: Keep notes on your automation design for team reference
Frequently Asked Questions
How many automations can I create?
There is no limit to the number of automations you can create in ABC Salesbot. Your subscription plan may affect the number of active automations or messages sent.
Can leads be in multiple automations simultaneously?
Yes, leads can participate in multiple automations at the same time. This allows you to create specialized automations for different purposes.
How do I stop an automation for a specific lead?
You can manually unsubscribe a lead from any automation through the lead details page. You can also create conditions in your automation that will automatically exit leads based on specific triggers or actions.
Related Features
- Message Templates - Create reusable message content for automations
- AI Agents - Integrate AI capabilities into your automations
- Lead Management - Organize leads for effective automation