Automations

Our providers tell us they struggle to build automations. We know AI-assisted building is coming, but the triggers and actions themselves are complicated and take a lot of clicks for common tasks. Quick "field changed" trigger Most of the time providers just want to start an automation when a specific field changes. Today that means choosing Contact Modified, picking the field, adding a condition, working past options they'd never change, using a dropdown that behaves differently from the others (you can't type to search in it), and clicking again to choose the field. The AI response mode placeholder is also unclear. A single trigger like "[Object] field modified", where you search for the field and set the condition, would cover most cases. More built-in triggers that match the product Examples: Chat receptionist starts a conversation Customer asks to speak to a human Facebook DM received Instagram DM received Today searching "social" only returns "social comment is received". Simpler actions, including "wait until" Actions are hard to set up and put together. A really useful one would be to pause the workflow until an event happens, then continue. For example, keep a contact in a campaign until their lifecycle stage changes, then move on to the next step. Today "Delay until event" has options that aren't clear and still asks for a set amount of time. We'd like the workflow to wait with no fixed time and only continue when the condition is met.

Automations can't share out owners or tasks across a team. Providers with several staff need new leads, contacts or follow-up tasks spread evenly across team members, or across a chosen group of them. Today the only option is to assign everything to one person or build separate branches for each staff member, which doesn't scale and breaks whenever staff change. What we'd like: A round robin option in the "Assign owner" and "Create task" automation actions. Providers pick the group of users to rotate through and can optionally skip inactive users.

Im kind of tired of setting up automations.........can we have AI do it for us? we can provide it what we want to happen, it can ask relevant questions, then it can setup all the triggers and actions on the backend.

Often we are having to create multiple workflows to accomplish one strategy. It would be nice to have a folder organization so we can keep things clean and organized for everyone.

Setting up automations is time consuming. Would be great to have an AI assistant that you can tell it to create an automation. For example, "AI, Please setup an automation that updates contacts "object" when "form1" is captured. Would be even better if we can get Vibe to be able to do some of this. I ran into a roadblock where I setup an estimating and booking tool in Vibe and couldn't use it for anything after the tool is completed. no updating contact, no automated email to the customer after form is filled out, no automatic email before appointment, so on.

Describe the workflow you need. AI handles configuration, triggers, and actions.

We would like a trigger in Business App's automations to be "If no Reply" that way we can have time delays and follow ups, but not interrupt current conversation if there was a reply and other conversation taking place with the AI Agent! Please & Thank you :)

It would be great to be able to trigger an automation based on a user viewing a version of their Executive Report. This would allow open lanes of creativity for Partners to react to customer engagement with their performance reporting and build processes around customer retention and the ability to monitor customer engagement more readily.

It would be very useful to be able have an Action in an Automation that can trigger another automation. This would be useful when: Wanting to have 2+ automations have the exact same steps after a certain point. Instead of replicating those identical steps for every automation, you could separate them out and have the Action trigger that automation. Simplifying complex automations down into smaller steps. This can be quite useful to keep larger automations from becoming cumbersome. Even more so, this can make it easier to troubleshoot large flow of automations and to turn off one automation subset for editing, instead of one whole thing.

As of right now, only Google Business Profile and Facebook connections are available to be filtered by in Automations. I propose we add Instagram as well.