Triggers Overview

Triggers are automatic action rules that fire when specific conditions are met. Use them to automate routine tasks.

Why Use Triggers

• Automatic responses to common questions

• Handoff to manager for complex requests

• Pipeline stage changes

• Document delivery on request

• Meeting scheduling via Google Calendar

• Team notifications

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Creating a Trigger

Step 1: Open Editor

1. Go to agent editor

2. Open the "Triggers" tab

3. Click "Create Trigger"

Step 2: Configure Condition

Field	Description
Name	Descriptive trigger name
Condition type	When trigger should fire
Parameters	Condition details (keywords, stages, etc.)

Step 3: Add Actions

A trigger can execute multiple actions sequentially.

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Condition Types

Keywords

Fires when message contains specified words.

Example:

• Words: price, cost, how much

• Action: Send price list

AI Intent Detection

AI analyzes message meaning and determines customer intent.

Example:

• Intent: Customer wants to talk to a human

• Action: Transfer to manager

Deal Stage Change

Fires when deal moves to specified stage.

New Contact

Fires when a new contact is created in CRM.

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Action Types

• Send message — text or AI-generated

• Send files — documents, images, PDF

• Send KB article — knowledge base content

• Change deal stage

• Assign responsible

• Create task in Kommo

• Add tag

• Add note

• Send email

• Send webhook

• Schedule meeting (Google Calendar)

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Examples

Send Price List

Parameter	Value
Condition	Keywords: price, cost, how much
Action	Send file: price.pdf

Transfer to Manager

Parameter	Value
Condition	AI intent: Wants to talk to a human
Actions	1. Create task for manager
	2. Add tag "Needs attention"
	3. Send: "Transferring you to a manager"

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Need Help?

• Telegram: @constanta_support_bot

• Email: [email protected]