Building a Workflow in the Engagement Builder opens a wealth of possibilities to engage with your visitors and agents. Selecting the right criteria you can send emails, text messages, or even a webhook to ensure you are making the most of every interaction and engagement.
But, what are the different triggers available? There are plenty of options beyond a phone call, so we have listed them here to better understand what options are available.
A call ends
A classic, the trigger takes place when a phone call to a Kaisa number is concluded, and a our system logs the call. You can decide with our criteria if this applies to dynamic numbers, or static numbers or any other criteria to better meet your use case. Most use cases will evolve around a call ending, and what you want to do for the caller or to better aid your agents or brokers on this engagement.
A call starts (pre-call)
Can't wait for the call to end? Then this is the right trigger for you. If you are connected to your own systems or call handling software, you can add a webhook to your systems in order to receive detailed information about the caller and what they are interested in before your agents answer the call.
"I Can't see this option?" - A Call Starts, a pre-call event, is not available by default and needs to be added to your account. Get in touch with out Customer Success Manager or with our support team to get started.
A Custom Event is received
You can send an inbound webhook to Kaisa with your own data and trigger a reaction in the Engagement Builder. For example, send an sms to your customers after they complete a service or engage in your portal. The way to set this up requires some steps and using our rest API v3 but don't worry, we have a general article on the topic, and detailed information in our Developer Pages.
A Survey Response is received
Based on the different answers your visitors or customers provide in a Survey from the Engagement Builder, you can take immediate action to address any comments that require attention, whether to reassure your customer or to inform selected people in your organisation about this.
A Whatsapp conversation failed / was abandoned
If you are using Kaisa's Whatsapp solution, you may be interested in creating triggers associated with conversations that failed or are abandoned, to ensure you can reconnect with your customers and visitors. With the power of the Engagement Builder, you can send an sms to a known phone number if a Whatsapp conversation did not go as planned or terminated unexpectedly, to ensure you can reconnect with anyone and keep them engaged.
A form submission is received
Either sending Forms or using our email tracking solution, you can generate a trigger around Kaisa receiving a form from your side. You can decide the category or name of the engagements and generate customised triggers around the, from sending data to your own CRM tools or software via webhook, to emails and messages to agents and visitors.
An AI Agent Conversation ended
You can use Kaisa's AI Voice Agents to answer telephone calls and engage with visitors regarding your listings, your vehicles or properties. After a conversation with an AI Agent ends, you can use the information captured by the agent to send further engagements, send a summary to your brokers or dealers, appointment details, or other requests with our Engagement Builder leveraging the power of AI.
Make the most of our Engagement Builder, be inspired by some examples in these articles, or combine it with our Audiences to truly unlock its power.
Any questions? Do get in touch!
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