⚙️Automations Overview

Operator AI Automations allow you to trigger smart actions based on user behavior, saving time, boosting engagement, and scaling personalized interactions.

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⚙️ What Are Automations?

Automations are rule-based actions inside Operator AI that:

• Trigger Flows, messages, lead capture, surveys, and escalations based on specific user events.

• Personalize user journeys dynamically, across any channel.

• Keep your engagement always-on without manual effort.

✅ Automations are the "if this, then that" engine behind proactive and reactive conversations.

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🛠️ Common Automation Triggers

Trigger	Example
New Conversation Started	Send a welcome message and trigger a lead capture Flow.
Keyword Detected	Trigger a specific Flow when a user types "Pricing" or "Support".
User Inactive for X Minutes	Re-engage idle users or escalate to agent if needed.
Tag Applied	When a user is tagged "VIP Lead", trigger special follow-ups.
Form Completed	After capturing lead details, send a confirmation or next steps.

✅ Combining triggers lets you design fully automated customer journeys.

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📋 Popular Automation Examples

Use Case	Automation Example
Lead Qualification	Start Flow when a user mentions "demo" or "pricing".
Abandoned Chat Follow-up	If user inactive for 5 minutes, send reminder.
Post-Purchase Engagement	After form submission, trigger onboarding messages.
VIP Customer Treatment	If "VIP" tag applied, fast-track to human agent.
Re-engagement Campaign	Trigger outbound messages to inactive leads after 7 days.

✅ Smart Automations = higher conversion and better support.

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🧠 Best Practices for Automations

Tip	Why It Matters
Start simple, then layer complexity	Avoid overwhelming users early.
Monitor Automation performance weekly	Tweak flows if users are dropping off.
Combine Automations with Flows and Knowledge Base	Creates a complete, responsive ecosystem.
Personalize messages based on channel	Tone, timing, and expectations differ for SMS vs. Web Chat.
Use fallback safety nets	Always have backup paths if Automations miss or fail.

✅ Strong Automations = scalable customer success.

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🛟 Need Help?

• Follow Automation setup guides inside this documentation.

• Contact [e-mail] for setup advice or troubleshooting.

• Book an Automation Optimization Session with your Success Manager if you're on Growth or Enterprise plans.

✅ We're here to help you automate smarter.

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