How to Set Up Proactive Messages
1. Navigate to the Outbound Tab
Log in to your Robylon dashboard and click on the Outbound tab in the main navigation menu.2. Create a New Message
Click the Create a proactive message button to start configuration.3. Configure Message Content
- Message Type: Choose whether you want to display Text or a Button.
- Content: Enter the text you want to show to the customer (e.g., “Hi! Need help with pricing?“).
4. Set Display Rules
Define when and where the message should appear:- Timing: Set the delay time (e.g., send after 5 seconds).
- Targeting: Specify the Page URL where this message should be shown.
5. Save
Click Next to store your message settings.Build the Workflow
Once the message is set up, you need to configure what happens when a user clicks or replies to it.1. Go to Workflows
Navigate to the Workflows section from the Settings tab of the dashboard.2. Create a New Workflow
Click Create Workflow to start a new automation flow.3. Add a Trigger
Select the trigger step to initiate the flow. Configure it:- Trigger Category: Select Channel Trigger.
- Channel Type: Select Robylon Chat.
- Trigger Event: Select When a user replies to a proactive message.
4. Define the Action
Now, build the journey for the user. You can add actions such as:- Sending a follow-up message.
- Asking for customer details (Lead Gen).
- Assigning the chat to a human agent.