A trigger sends an approved survey when something happens, so you hear from customers while it’s fresh. Go to Texa AI → Research → Triggers and choose New trigger. Approve a survey first, because a trigger can only send an approved one.
When
- After a conversation is resolved: choose the Inboxes (numbers) and the Wait (minutes) before sending.
- When your system sends an event: such as a purchase or a delivery. Enter the Event name your system sends as its type.
- On a schedule, to a segment: Every (days), to a Segment, with People each time.
- On a churn signal: A low rating (choose Rating at most), or A monitor finding (choose the Monitor).
How and how often
- Send by: WhatsApp (choose the WhatsApp inbox and an Approved template), SMS with a link or Email with a link.
- Share of those who qualify (%): send to only part of them.
- Not again within (days): so nobody is asked too often.
Choose Add trigger.
Events from your system
For event triggers, your system tells Texa when something happens. Under Events from your system, make a secret and give it to your developer, with the address shown. Copy it straight away, because it isn’t shown again. Making a new secret stops the old one.