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🚀 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 > Chat 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.