Automation

Automation

The iSlash AI platform empowers SMEs to automate key customer engagement processes across WhatsApp and other messaging channels—without needing to code.

This guide introduces iSlash AI core automation features designed to streamline customer service, accelerate sales, and foster stronger customer loyalty. By integrating these tools into your daily operations, your business can scale conversations, reduce manual workloads, and provide instant support around the clock.

Setup Requirements

  1. An active iSlash AI account, register a free account here.


Step-by-Step Guide

  1. Logon to iSlash AI Platform at https://app.islash.io/

  2. Go to Settings:

  1. At the left menu panel, go to Automation.


Automation based on Events

  1. New Chat Received

    (Triggered when a new conversation is received)

    • Attach/Detach Label(s)

    • Send email notification via email

    • Enable/Disable Open Ticket Automatically


  2. New Chat Opened

    (Triggered when a new conversation is opened manually on the system)

    • Attach/Detach Label(s)

    • Send email notification via email

    • Enable/Disable Open Ticket Automatically


  3. New Message Received

    (Triggered when a new message is received)

    • Attach/Detach Label(s)

    • Send email notification via email

    • Enable/Disable Open Ticket Automatically


  4. Meaningful Message Received

    (Triggered when a message with specific length or keyword is received)

    • Define Meaningful Message by setting criteria

      : minimum message length and/or keyword(s)

    • Attach/Detach Label(s)

    • Send email notification via email


  5. Chat Assigned

    (Triggered when a chat has been assigned to a user)

    • Attach/Detach Label(s)

    • Send email notification via email


  6. Chat Removed Assignment

    (Triggered when a chat has removed the assignment)

    • Attach/Detach Label(s)

    • Send email notification via email


  7. Payment Created

    (Triggered when a payment has been created)

    • Attach/Detach Label(s)

    • Send email notification via email


  8. Payment Received

    (Triggered when a payment has been received)

    • Attach/Detach Label(s)

    • Send email notification via email


  9. User Password Changed

    (Triggered when a user password has been changed)

    • Send email notification via email


  10. User Group Changed

    (Triggered when a user group has been changed)

    • Send email notification via email


Automation - Auto Reply

Setup one or multiple general auto replies to all chats, settings available are title, message, status, channels, cool down time and detailed scheduling.



Automation - System Actions based on Chat

  1. Auto assign according to customer data

    • Active/In-Active


  2. Self assign when replying unassigned chat

    • Active/In-Active


  3. Auto reserve chat for last reply user for 1 min

    • Active/In-Active


  4. Self Assign Time Block (minutes)


  5. Auto unassign when not respond within certain minutes (Min. 5 minutes)

    • Active/In-Active


  1. Auto Close Tickets

    Automatically close tickets when there’s no response from the customer after a set time.

    📌 Minimum wait time: 5 minutes


  2. Salesperson Code Message

    This is a column to define Salesperson Code Message Template.

    • To obtain Salesperson Code, please go to Users > select a user > at the user menu, click "My Code" > select Channel to show Salesperson Url & QR Code.


  3. Allow Reassignment By Salesperson Code Message

    This setting allows reassigning chats. If a customer's chat is currently assigned to one user but then sends a message that includes a salesperson code linked to a different user, enabling this option will permit reassigning the customer to a different user.

    • Enable/Disable



Automation - Auto Message

Please detailed introduction and step-by-step guide:

  1. Auto Message

  2. Condition Message.


‹ 轉換 API（CAPI）

Deploy AI Assistant in Chatbot ›