Boost Sales & Support with Smart Workflow Rules
Do you already have a clear reason to start using Workflows? Great, now let’s jumpstart your automation with optimized Workflows from Chative, designed based on real customer behavior in the e-commerce and SaaS sectors.
We don’t just provide scripts, we deliver real-world scenarios, true customer pain points, and ready-to-apply solutions.
Available Workflows – Just Turn On and Use
Chative has prepared the most basic automation scenarios so you can get started in under a minute:
| Workflow Name | When to Use |
|---|---|
| Out-of-Business Hours Auto Message | Automatically send a message to inform customers that the agent is unavailable to respond immediately during non-business hours. |
| Add Customer Label | When a message containing a particular keyword is sent by either an agent or a customer, a customer label will be automatically added to the customer based on the keyword. |
| Automatically reassign online agent | When the originally assigned agent is unavailable, another agent is automatically assigned to handle the conversation and respond to customer messages. |
| Assign agent based on customer profiles | Automatically assign an agent to a customer by matching their profile information, such as city and country, with the appropriate agent responsible for serving customers from that location. |
| Close Unresponsive Conversations | Automatically closes conversations that have remained unresponsive for a specified period of time to optimize and prioritize active customer engagements. |
| Follow up customers | Automatically sends a reminder message to customers who have not replied to an agent’s previous message, encouraging customer engagement and facilitating timely communication. |
| Auto greeting during business hours | Send an automated message during business hours to acknowledge customer inquiries and assure them of prompt responses. |
| Add note to send an email after no response | When the customer does not reply after a certain period of time, will add a note to remind the agent to send an email to the customer. |
Other real scenario
1. AI Agent Support During Holidays
Scenario: During long holidays, your support team may still be available, but response times could be slower. This may affect the customer experience. To avoid customers waiting too long, the AI Agent will step in to provide immediate assistance.
Workflow: If no agent is assigned after a customer sends a message, and it's during the holiday period, the system will automatically send an AI-generated response to ensure customers are not left waiting for too long.
Result: Maintain continuous customer support, even when your team may respond later than usual. The AI Agent helps improve the customer experience by providing immediate interaction.
2. Birthday Greeting & Discount Code
Scenario: Send a birthday greeting message to customers on their birthday and provide them with a discount code to celebrate.
Workflow: When a customer’s birthday arrives, send them a birthday greeting message with a special discount code for their next purchase.
Result: Improve customer satisfaction and encourage repeat purchases through birthday offers.
3. Service Upgrade Inquiry & Email Collection
Scenario: A customer inquires about upgrading their service plan, pricing, or service details.
Workflow: When a customer asks about upgrading, the system automatically adds a note to the customer's profile and requests their email to follow up.
Result: Improve customer follow-up and engagement by collecting emails and ensuring customer inquiries are tracked.
4. VIP Customer Tagging Based on Total Spending
Scenario: Tag customers as VIP based on their total spending, and automatically offer them special treatment.
Workflow: If a customer’s total order value exceeds a certain amount (e.g., $1000), automatically tag them as a VIP customer.
Result: Enhance customer loyalty and provide personalized offers to high-spending customers.
5. Abandoned Cart Reminders
Scenario: A customer added products to the cart but didn’t check out.
Workflow: After 1 hour, send a gentle reminder.
Result: Increase conversion rates by catching them at the right moment.
You don’t have to do everything today. Just pick one of the workflows above, turn it on, test it, and instantly feel the difference in how your customers respond to you.
Need more detailed setup suggestions? Encountering issues during setup? Don’t hesitate to contact Chative – we’re always here to support you!