We’ve got a nifty new tool: Shortcuts! There is so much you can do with this feature. The elements you need to know are:
- Shortcut Trigger
- Shortcut Button
- Shortcut Form
- Shortcut Permissions
All you need to do is to create a Workflow with the newly-introduced Shortcut Trigger. This Workflow can then be triggered on demand in the Messages Module with the Shortcut Button.
Use Shortcut Forms to create template forms for everyday processes. Without leaving a Conversation, you can trigger a Shortcut Workflow to update orders, initiate refund processes or even send out advanced surveys and record the answers in a Google Sheet. Finally, control agent access to this powerful button with Shortcut Permissions.