Workflow

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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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