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Can I create a dropdown menu in workflow?

  • November 10, 2023
  • 1 reply
  • 545 views

I'm currently working on configuring conversation routing through a workflow. Currently, I find myself inputting multiple reply buttons for each potential customer inquiry. I'm curious if there's a method to establish a dropdown list that customers can easily click on to select a topic, akin to the image below. I appreciate any insights you can offer. Thank you!

 

Best answer by Pavel Kozlov

Hi Emma, Pavel from the engineering team here. I think you can achieve this by using a combination of conversation data attribute and branches. 

Go to the Settings → Your workspace data → Conversation data and create a List attribute.

Then in workflows use Collect data and Branches steps to create a workflow similar to this:

This is the customer experience:

 

Let me know if it helped!

1 reply

Pavel Kozlov
Employee
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  • Employee
  • Answer
  • November 10, 2023

Hi Emma, Pavel from the engineering team here. I think you can achieve this by using a combination of conversation data attribute and branches. 

Go to the Settings → Your workspace data → Conversation data and create a List attribute.

Then in workflows use Collect data and Branches steps to create a workflow similar to this:

This is the customer experience:

 

Let me know if it helped!