For the new multi email branding, allow us to automatically set the brand for inbound emails based on conversation attributes, customer data, or specific actions.
How it works:
Workflow Rule Creation – set up rules like:
Heavily needed, especially for Channels that are not able to auto-detect the brand based on the domain. Currently every single WhatsApp conversation needs to be manually assigned to a brand in order to make automations work. Especially for a multi-brand setup with Fin that is a huge issue, as Fin needs to know the brand in order to behave correctly.
Just as “Set tag” “Assign teammate” we need a “Set brand” block in workflows.
I have exactly the same challenge. We have a multi-brand environment, but we also have customers who take more than one of our brands. Sometimes they start an interaction in the ‘wrong’ brand for the query they have. I would like the ability to use workflows to be able to set or change the brand which will allow Fin to be applied correctly.
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