Detailed Guide: Keyword Automation in TextCRM

Keyword Automation is a powerful feature in TextCRM that allows you to send automatic replies to customers based on specific keywords they include in their messages. By setting up keyword-based triggers, businesses can enhance customer engagement and streamline their communication process without manual intervention.


What is Keyword Automation? #

Keyword Automation works by detecting predefined keywords in incoming messages from customers. When a keyword is identified, the system automatically sends a predefined response to the customer. Additionally, you can assign a flow or process to the keyword, allowing for more complex and personalized interactions.

Features of Keyword Automation

Automatic Replies:

  • Instantly respond to customer queries without manual input.
  • Provide consistent information, reducing response times.

Keyword Flexibility:

  • Use multiple keywords to ensure broader coverage of customer inquiries.
  • Detect exact matches or variations in phrases.

Flow Integration:

  • Assign specific Chatbot Flows to keywords for more dynamic and personalized responses.
  • For example, a keyword like “support” could trigger a flow that collects customer details before routing them to an agent.

Real-Time Activation:

  • Once activated, the automation works in real-time, ensuring customers receive instant replies.

Use Cases for Keyword Automation

Customer Support:

  • Automatically respond to frequently asked questions like “What are your working hours?” or “How do I contact support?”

Sales Inquiries:

  • Trigger replies for product-related keywords like “price,” “availability,” or “discount.”

Engagement:

  • Respond to casual messages like “hello” or “hi” with a welcoming reply.

Feedback Collection:

  • Use keywords like “feedback” or “review” to initiate a flow that collects customer opinions.

Tips for Using Keyword Automation Effectively #

  1. Keep Responses Simple:
    • Ensure the reply is clear, concise, and provides value to the customer.
  2. Regular Updates:
    • Periodically review and update the keyword list and responses to match evolving customer needs.
  3. Avoid Overlapping Keywords:
    • Ensure keywords in different rules do not overlap to avoid conflicting replies.
  4. Test Before Activating:
    • Test the automation with sample messages to confirm it works as intended.
  5. Combine with Chatbot Flows:
    • For more advanced use cases, link keywords to pre-defined flows for seamless customer interactions.

Keyword Automation in TextCRM simplifies communication by automating responses to customer messages. Whether it’s answering FAQs or routing customers to a chatbot flow, this feature saves time, improves efficiency, and enhances customer satisfaction. By leveraging this tool, businesses can maintain consistent communication and focus on higher-value tasks.

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Updated on December 23, 2024