
When this happens...

Automatically do this!
Start a conversation
Send message to agent
Send a message
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When this happensTriggers
A trigger is an event that starts a workflow.
Start a workflow for each new conversation received by the selected AgentX agent.
Retrieves messages from the selected conversation posted in the last few minutes.
Returns agents created within the selected time window, newest first.
Retrieve the agent's messages from the selected conversation that were sent recently.
Action is the task that follows automatically within your Helpcrunch integrations.
Create an Contact
Add a Tag to Customer.
Create a new chat with the selected agent so you can send messages and get responses.
Start a conversation with the selected agent and send your initial message.
Send a message from the chosen Agent into an existing conversation so the Agent can reply.

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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 Helpcrunch and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpcrunch triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Helpcrunch data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between Helpcrunch and AgentX 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 Helpcrunch and AgentX. 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.
HelpCrunch is a customer communication platform offering live chat for web and mobile apps, knowledge base, and email automation software.
Learn MoreAgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
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