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Agent Triggers
Configure "When X happens, do Y" automation rules across all your channels
Agent Triggers are owner-configurable automation rules that connect your channels, CRM, and integrations. Define conditions — a keyword, a tag, a Tally bill, a WhatsApp Flow response — and attach actions like sending a message, writing to a Google Sheet, or assigning to a team member. No code required.
Key Capabilities
- Dynamic condition builder — keyword, tag, contact field, event
- Actions: send message, assign agent, write to Google Sheet, create contact
- Trigger from WhatsApp, Instagram, Facebook, Tally, or Flows
- Chained multi-step rules with delay support
- Per-company rule configuration with enable/disable toggle
- Full audit log of trigger executions
Why It Matters
Replace Manual Workflows
Automate repetitive tasks that your team currently handles by hand — instantly and reliably.
Multi-System Coordination
A single trigger can send a WhatsApp message, update a Google Sheet, and tag a contact simultaneously.
No Engineering Required
Business owners configure rules through a visual UI — zero code, zero IT dependency.
Common Use Cases
- Send a WhatsApp follow-up when a lead is tagged "Interested"
- Log every new WhatsApp Flow response to Google Sheets
- Trigger a payment reminder when Tally marks a bill as outstanding
- Assign inbound chats to a specific team member by keyword
- Send a welcome sequence when a new contact is created
- Notify the sales team when a high-value lead replies
Ready to use Agent Triggers?
Get started for free or schedule a demo with our team.