Add a Workflow
- Login to banter
- Select bantertext from ‘My Apps’
- Go to Number Settings
- Select the ‘Workflows’ tab
- Click on (+) add icon
- From design, a workflow screen click on ‘Info’
- In the ‘Info’ section enter the name and description of the workflow
- In the ‘Trigger’ section select the event to activate the workflow
- Choose ‘when a message is sent or when a message is received based on when you want to activate the workflow
- In the ‘Action’ section choose the automated action that needs to happen
- In case of auto-reply, update the text message to send as an automated response
- In the case of Webhook, enter the URL for webhook integration.
- Click on ‘Save’
- Click on ‘Save’ again on the design a workflow screen
- Once the workflow is saved a green notification box on the top right of the screen will mention ‘Workflow Updated Successfully’
Edit a Workflow
- Login to banter
- Select bantertext from ‘My Apps’
- Go to Number Settings
- Select the ‘Workflows’ tab
- Click on the edit icon next to the workflow name
- From the design a workflow screen choose the section of the workflow to be changed - Info, Trigger, or Action
- Update the desired changes in the section/sections of the workflow.
- Click on ‘Save’
- Click on ‘Save’ again on the design a workflow screen
- Once the workflow is saved a green notification box on the top right of the screen will mention ‘Workflow Updated Successfully’
Delete a Workflow
- Login to banter
- Select bantertext from ‘My Apps’
- Go to Number Settings
- Select the ‘Workflows’ tab
- Click on the delete icon next to the workflow name
- On the pop up click ‘OK’ to confirm cancellation
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