Help Center Request

Business Problem: The business wants to integrate contacts from various platforms, including HubSpot, TikTok, and Shopify. They then want to send a follow-up message to qualify the lead. If the lead does not respond to the initial message, the business wants to wait for a specified time before sending a second message. Additionally, they want to route the lead based on the selected quick reply. Pain Point: Business is finding it difficult to automate the process of adding leads (from various platforms), messaging them using templates, waiting for a response, following up, and routing based on their choices.

Business Problem: Business wants to automatically add contacts that have filled a Facebook Lead Ad Form to the respond.io platform so that interested customers can be addressed immediately. Pain Points: Business is potentially losing customers because they are unaware of new leads from Facebook Ad Forms. The process of adding contacts that have filled a Facebook Lead Ad Form is not automatic and requires manual import which causes delay in response from business to customer. Context: Business automation where contacts are created in Respond.io when they fill out a Facebook Lead Ads Form.

Business Problem: Business wants to identify and assign returning Customer back to the same/dedicated agent. Pain Points: Business doesn’t know how to automatically assign the returning customer back to the dedicated agent, if there’s one. Business doesn’t want returning customers with a dedicated agent to go through the same round robin assignment logic as new customers.

Business Problem: Business wants to send a notification/message to remind customers of their abandoned carts. Pain Point: Business has high abandoned cart rates and wants to re-engage with customers.

Business Problem: Business wants to send different PDF Files to customers via WhatsApp. Pain Point: Business does not know how to send dynamic files on WhatsApp using Message Templates.

Business Problems: Business wants to automatically send appointment reminders to leads who have booked meetings with the business’ Sales team "x" number of days before the meeting. Pain Points: Time-Consuming: Sales team members have to continuously draft and send reminders for each appointment, which diverts time from core business activities. Lacks Scalability: As lead volume grows, managing reminders manually becomes increasingly challenging and inefficient.

Update Existing KB Page - https://help.respond.io/l/en/broadcasts/workflow-based-on-broadcast-response Business Problem: Business wants to give their customers the option to opt in or out of broadcast messages. Pain Points: Business customers are the recipients of broadcast messages that they do not want to receive. Context: Business is sending broadcast messages and wants to give their customers the option to opt in or out of the broadcast messages in an effort to avoid sending them SPAM messages.

Business Problem: Business wants a way to automatically close a conversation after a defined period of inactivity, in cases where agents forget to do so or when awaiting feedback from the customers. Pain Point: Conversations remain open indefinitely due to agent oversight or awaiting customer responses.

Business Problem/Pain Point: Business wants to automate sending booking details to customers after confirming a booking through a 3rd party app (SimplyBook) Use Case: Booking made through SimplyBook > After booking is made, contact is created on Respond > Message template is sent to customer with booking details obtained from SimplyBook Conversation Led Growth (CLG): Convert

Business Problem: Business wants the capability to return to the (main) workflow after triggering another (sub) workflow. Pain Points: Business cannot return to the main workflow after triggering another workflow. Context: The business has created a main workflow which gives contacts the option to book a meeting (amongst others). When contacts click this option, they are assigned to agents who help them schedule appointments. The business wants to allow contacts to return to the main workflow after appointment has been scheduled.