Automate Your Chat with IF/THEN Rules

Create IF/THEN rules that run before AI replies. Route conversations, send canned responses, alert your team, and trigger external API calls — all based on message content, visitor language, or operator availability.

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Static and AI Rules

Static rules match exact text, regex patterns, visitor language, or session variables. AI rules use natural language descriptions — describe when a rule should fire in plain words and Claude matches visitor intent across any language. One API call evaluates all AI rules at once.

Seven Action Types

Reply with text, trigger AI, set session variables, assign to a specific operator, send real-time alerts to all operators, fire off an email, or call an external API. Chain multiple actions in a single rule — for example, tag a conversation AND let AI respond.

Priority and Control

Rules run in priority order on every incoming visitor message, before AI has a chance to reply. Use 'stop on match' to prevent further rules from firing. Test rules with the built-in dry-run panel before going live. Rules that handle a message suppress the AI auto-reply, saving you tokens.

Automate Answers Before They Cost Tokens

Rules run before the AI. When a rule matches — an exact phrase, a regex pattern, or an AI-matched intent — it can reply instantly with a canned response, which suppresses the AI auto-reply entirely. Frequent questions like opening hours or delivery times get handled at zero token cost.

Route Conversations to the Right Person

Assign conversations by visitor language, topic, or any session variable. Send French speakers to your French-speaking operator, route billing questions to the right teammate, or alert the whole team when an important keyword appears — all without writing code.

Connect Rules to Your Systems

Rules can call external APIs with the visitor's session data: look up an order, create a ticket in your helpdesk, or push a lead to your CRM. Combined with API Connections, the rules engine turns the chat widget into a single entry point to your existing tools.

Frequently Asked Questions

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