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Workflows
Create workflows with ruled-based logic to automate repetitive tasks that run independently without staff interventions to save time and reduce human errors.
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Last modified: 2025-12-17
- Chatroom
- Serving Chat Enquiries
- Sending and Receiving Chats
- Canned Responses
- Chat Translation
- AI Enquiry Summary
- AI Enquiry Summary Custom Format Best Practices
- Add Staff to an Enquiry Room
- Monitor Enquiry and Take Action
- Private Message
- Get your Azure OpenAI Account
- Integrate your Azure OpenAI Account with CINNOX
- Labelling an Enquiry
- Sharing Files
- Space (Group Chat)
- Customer Public Space (Private Chat)
- Manage Tag Directory
- Creating a Tag
- Managing Social Channels
- Connecting (FB) Messenger
- Connecting Wechat
- Connecting Whatsapp
- 360dialog (WhatsApp BSP)
- Restart the Enquiry Conversation (360dialog WhatsApp)
- Connecting Line
- Connecting Woztell
- Get a Woztell Account and Create Channels
- Connecting Email
- Connecting Gmail/Google Workspace Email
- Connecting Outlook/Microsoft 360 Email
- Email Enquiry Handling
- Connecting Third-Party Channel
- Channel Source
- Email Engagement
- Pin/Unpin Messages & Hide/Unhide Chat Rooms
- Sending SMS
- SMS Inbox
- SMS and Call Known Limitations
- Campaigns
- Creating SMS Standard Campaign
- Create SMS Dynamic Campaign
- Campaign Templates
- SMS Templates
- WhatsApp Engagement
- Creating WhatsApp Campaign
- Whatsapp Templates
- CINNOX Markdown Guide
- Managing Destinations
- Managing Service Group
- Adding Chatbot
- CINNOX Q&A Bot
- Chatbot Data Source
- Chatbot Custom Prompts Best Practices
- General Integration for Chatbot
- IVR (Interactive Voice Response)
- Alternative, Percentage, Time and Sticky Routing Rules
- Queue Settings
- CINNOX Distribution Method (ACD)
- Advanced Enquiry Routing Flow
- Enquiries in CINNOX
- Enquiry Centre
- Transferring Enquiry
- Transferring Chat
- Follow Up on Missed Enquiries
- Closing an Enquiry
- Monitoring
- Enquiries Monitoring (aka Enquiry Overview)
- Queue Monitoring
- Contacts
- Managing External Contacts
- Labelling an External Contact
- Custom Field for External Contacts
- Merging Contacts
- Integrating Salesforce
- Salesforce Contacts in Dashboard
- Engagement in CINNOX
- Developer Guide
- Prerequisites
- Installing the Web Widget
- Configure the Widget UI Language
- Passing data to agent via Weblink and Widget
- Tag Conditional Trigger
- Installing Internet Information Services (Microsoft IIS)
- Installing Apache Server
- Installing Nginx Server
- Wordpress
- Wix
- Drupal
- Joomla
- Squarespace
- BigCommerce
- Shopify
- Weebly (eCommerce by Square)
- Webflow
- HubSpot CMS Hub
- Jimdo
- Leadpages
- SHOPLINE
- Thinkific
- APPs & API
- Zapier
- CINNOX Chrome Extension
- My Sites
- Configure CINNOX Web Widget
- Customising Your Widget
- Managing Widget's Smart Greeting
- Managing Visitor Forms
- Managing Staff
- Managing Roles and Permissions
- Managing Teams
- Managing Call Recording an Transcript
- Managing Labels
- Keyword Masking
- Managing Contact & Enquiry Settings
- Managing Call Prompts
- Managing Storage
- My Plan
- Cancelling CINNOX Account
- Workflows
- Getting Started with the App
- App Sign In and Sign Out
- Navigating the App
- Enquiry Monitoring (aka Enquiry Overview)
- Chat Room
- Private Message
- Serving Chat Enquiries
- Serving Call Enquiries
- Monitor Chat Enquiry & Take Action
- Add Staff to an Enquiry Room
- Closing Enquiries
- Labelling an Enquiry
- Labelling External Contacts
- Sending and Receiving Chats
- Sharing Files
- Making Calls
- Answering Calls
- Sending SMS
- WhatsApp Engagement
- Email Engagement
- Instant Conference Call
- Scheduling Conference Call
- 1-to-1 to Conference
- Ongoing Conference Call
- Video Calling
- Recording and Transcript
- Following Up on Missed Enquiries
- Transferring Enquiry
- Transferring Call
- Transferring Chat
- Space (Group Chat)
- Restart the Enquiry Conversation (360dialog WhatsApp)
- Pin/Unpin Messages & Hide/Unhide Chat Rooms
- Contacts
- Merging Contacts
- Salesforce Contacts in CINNOX App
- Sync Device Contacts
- Setting Up Your Availability Status
- Unread Panel
- Mention Preference
- Conference Preference
- My Account - Staff Profile
- Changing Password
- Passcode and Biometrics
- Two-Factor Authentication
- Third-Party Authentication (Staff App Login)
- Service Numbers
- Personal Numbers
- Call Forwarding
- Managing Devices
- Simulation and Help Centre
- Sending Feedback
- Reports API
- Get Enquiry Details
- Get Enquiry Chat Details
- Get Call Details
- Get Conference Details
- Get Call Log Details
- Get Recording File Details
- Get Transcription File
- Get SMS Details
- Get Enquiry Overview Matrix
- Get Channel Type list
- Get Channel Type details
- Create/Edit/Delete Enquiry Event Subscription
- Create/Edit/Delete Recording File Event Subscription
- Create/Edit/Delete Conference Call Event Subscription
- Get Sent Campaigns Summary
- Get Sent Campaign Details
- Management API
- Create/Edit/Delete External Contact Event Subscription
- Get External Contact List
- Get External Contact Activity
- Create External Contact
- Update External Contact
- Create/Edit/Delete Contact Event Subscription
- Create/Edit/Delete Staff Contact Event Subscription
- Get Staff Contact List
- Get Supported Language List
- Get Supported Location List
- Create Destination-Service Group
- Update Destination-Service Group
- Get Destination List
- Delete Destination-Service Group
- Create Tag
- Get Tag List
- Update Tag
- Delete Tag
- Get Label List
- Delete Label
- Label an Enquiry
- Unlabel an Enquiry
- Create/Edit/Delete Label Event Subscription
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