
When this happens...
New Outbound Template

Automatically do this!
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new outbound template is created in Yellow.ai.
Action is the task that follows automatically within your Yellow.ai integrations.
Creates a new user in the Yellow.ai platform.
Get all active Outbound templates associated with a specified bot ID.
Searches for agents and returns a list of matching agents with their key details.
Runs the Tess assistant and returns the content it creates.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Yellow.ai and Tess accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Tess (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in Tess. This includes choosing which data fields go into which fields of Tess, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and Tess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Yellow.ai and Tess. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.
Learn MoreTess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
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