🚀 Chat Triggers in Chakra

Chat Triggers let you automate workflows by reacting to specific keywords sent by your customers. When a trigger is matched, a series of pre-configured actions are executed — giving your users a seamless experience and saving your team valuable time.

🔗 You can manage triggers at:\ Admin > Chatbot Settings > Chat Triggers

✨ Creating a Chat Trigger

To create a new trigger:

1. Click "Create Chat Trigger" 📎 (top-right corner above the list).
2. You'll be taken to the trigger builder screen to begin configuration.

🔤 Add Keywords

You can associate multiple keywords with a single trigger:

• Click "Add Another" ➕ to enter additional keywords.
• Keyword matching is case-insensitive — no need to add case variations!

🧠 Choose a Matching Strategy

You can define how the incoming message is matched with your trigger keywords:

• Exact Match ✅\ The message must exactly match a keyword (case-insensitive).
• Starts With 🏁\ The message must begin with a keyword. Again, matching is case-insensitive.

(By default, the entire message is matched against the keywords.)

⚙️ Configure Actions

Once a trigger keyword is matched, Chakra will execute the actions you’ve configured — in order.

➕ Add Actions:

Click "Add Another" to add a new action block.

🛠️ Action Types:

• Assign a Chatbot 🤖\ Launch a specific chatbot for this chat.
• Update Linked Process 🔄\ Use regex to extract info (like a URL, code, etc.) from the chat message and save it to a linked lead or ticket.
• Assign Chat 👥\ Automatically assign or reassign the chat to a specific user.
• Update Chat 📝\ Extract and save information from the chat (e.g., a code or link) using regex and store it as a custom chat attribute.

💾 Don’t Forget to Save!

After setting up your trigger and actions, make sure to click Save 💾 to apply your changes. Your trigger won’t be active until it’s saved.