Help Center - BotSpace

Help Center - BotSpace

New at BotSpace

Workflows V2

A new way to automate!

Anmol Gupta

To streamline automations on

bot.space⁠

we are introducing Workflow V2. This update brings significant improvement to existing automations by introducing parallel runs, improved tracking and faster runs! To improve automations we are categorizing Workflows, Triggers and Actions into two categories

Session Dependent - The Workflows, Triggers and Actions are dependent on 24 hour session window for their execution.

Session Agnostic - The Workflows, Triggers and Actions are independent of 24 hour session window for their execution.

Workflows

Workflows that have any Session Dependent Action (Send Text Message, Send Image Message etc) are marked as Session Dependent while all other are marked as Session Agnostic.

A conversation can only be enrolled into a single Session Dependent workflows.

If there are multiple Session dependent workflows with the same valid trigger (Two workflows that have Contact sends a text message trigger with the same matching message - “Hi”) then Workflow that was created earlier will be given priority.

A conversation can enroll in as many Session Agnostic workflows.

Actions

Actions that require 24 hour session window for their execution are Session Dependent Actions while those which do not require 24 hour session window are Session Agnostic Actions.

Session Dependent

Session Agnostic

Send text message

Send template message

Send image message

If/then branch

Send video message

Value equals branch

Send audio message

Goto another action

Send document message

Branch within specific hours

Send quick reply message

Enroll in reusable flow

Send list message

Set variable

Send catalog message

Delay for a set amount of time

Send single product mesdage

Assign conversation

Send multi product message

Mark closed

Send collection message

Add a label

Collect WhatsApp flow response

Add a note

Ask a question

Subscribe contact

Prompt ChatGPT

Unsubscribe contact

Record CSAT

Record NPS

Add to List

Remove from List

Make an API Call

SendGrid Email

All ZohoCRM Actions

All HubSpot Actions

All Shopify Actions

There are no rows in this table

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Triggers

Triggers are initiated by the recipient or require 24 hour session window are Session Dependent Triggers while those which are initiated without an recipient or do not require 24 hour session window are Session Agnostic Triggers.

Session Dependent

Session Agnostic

Contact sends a text message

Teammate adds a label

Contact replies to a template message

Teammate removes a label

Contact sends the first message

Teammate closes a conversation

Contact sends message outside of working hours

When a conversation is created

Fails to send template message

Incoming webhook

All Shopify Triggrers

There are no rows in this table

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Based on the type of Trigger we are restricting actions to be allowed in a Workflow -

Trigger

Allowed Actions in Workflow

Contact sends a text message

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Session dependent

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Session agnostic

Contact replies to a template message

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Session dependent

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Session agnostic

Contact sends the first message

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Session dependent

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Session agnostic

Contact sends message outside of working hours

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Session dependent

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Session agnostic

Fails to send template message

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Session dependent

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Session agnostic

Teammate adds a label

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Session dependent

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Session agnostic

Teammate removes a label

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Session dependent

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Session agnostic

Teammate closes a conversation

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Session dependent

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Session agnostic

When a conversation is created

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Session dependent

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Session agnostic

Incoming webhook

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Session dependent

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Session agnostic

All Shopify Triggrers

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Session dependent

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Session agnostic

Enroll reusable workflow

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Session dependent

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Session agnostic

There are no rows in this table

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Workflow Runs

To improve tracking and debugging we are introducing Workflow Runs. Every time a workflow is triggered a new run will be created and each step and state of the workflow will be tracked. Every workflow will go through following state during it’s lifetime -

Created

In Progress

Error

Cancelled

Completed

The workflow run section is present in both Inbox and Workflow Builder

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You can also see timeline with data of Workflow Run on clicking Show steps

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Action Validation

To improve error tracking during creation of a Workflow we have added Action Validation which will indicate that the action will fail because of missing values.

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Breaking changes

Existing workflows with Conversation send the first message and Conversation sends message outside of working window triggers will reset last time they triggered for a conversation and might experience re-enrollment.

Any workflow with Shopify Triggers with Session Dependent actions will not work.

Any workflow with Session Agnostic Trigger and Session Dependent Actions will not be allowed to add anymore Session Dependent Actions. These will be disabled in the coming month.

Delay actions before 11/8/2024 will not work

Execute Flow and Execute Survey Action are deprecated and will not work. Please migrate to Enroll Reusable Workflow Action.

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