Automations
Make NexusBot do routine work for you, like greeting new customers, tagging leads and assigning chats.
An automation is a rule: when something happens (the trigger), do these steps.
Start from a template
Go to Automations. Under Quick-start templates, pick one:
| Template | What it does |
|---|---|
| Welcome Message | Greets first-time contacts |
| Out of Office | Auto-replies outside business hours |
| Lead Qualifier | Asks qualifying questions to filter new leads |
| Request Agent | Hands the customer to a team member when they ask for a human |
| Price Inquiry Lead | Creates a deal when a customer mentions a price |
| Follow-up Reminder | Nudges a contact who hasn't replied in 24 hours |
Edit the text to suit your business, then turn it on.
Build your own
- Click Create Automation and name it.
- Choose a trigger (see below).
- Add steps with Add step. Use Condition (If/Else) to do different things in different cases.
- Turn on Active and click Save. Or click Save Draft to finish later.
You can edit in Canvas view (a diagram) or Table view (a list).
Triggers
| Trigger | Runs when |
|---|---|
| New Message Received | Any message comes in |
| First Message from Contact | A customer messages you for the first time ever |
| Keyword Match | A message contains a word you choose, such as "price" or "harga" |
| Button / List Reply | A customer taps a button or list option you sent |
| New Contact Created | A new contact is created from an incoming message |
| Conversation Assigned | A chat is assigned to a teammate |
| Tag Added | A tag is added to a contact |
| Time-Based | On a schedule, such as every weekday at 9am |
For Keyword Match, choose how strictly to match: Whole word (recommended), Contains or Exact.
Steps
Send Message, Send Buttons, Send List, Send Template, Add Tag, Remove Tag, Assign Conversation (round-robin or a specific agent), Update Contact Field, Create Deal, Wait (minutes, hours or days), Condition (If/Else), Send Webhook and Close Conversation.
Turn a FAQ list into automations
Have a list of common questions? Click Import Q&A:
- Click Download template and open it in Excel.
- Fill in one row per question: Question, Keywords and Answer.
- Upload the file and check the preview.
- Click Import. Each row becomes its own keyword automation.
Imported automations are off by default so you can review them first. Tick Activate automations immediately to turn them on straight away.
Check it's working
The list shows how many times each automation has run and when it last ran. Click View Logs to see each run, which customer triggered it and every step it took.
From each automation's menu you can also Activate or Deactivate it, Duplicate it, or Delete it.