About Conversation Actions

Conversation Actions let you perform tasks directly from a customer conversation, such as sending information to your organization’s systems. Choose an action below and follow its creation steps.

Action Types

• Send Files to CRM

         Save conversation files directly to your CRM or business system.

1. General webhook requirements to prepare your CRM or operational system to receive data from Mediabriz.
2. Update the general webhook to Send file to CRM action.
3. Creat new action Send files to CRM. During setup, configure custom fields if you need extra information, such as a case number or customer id. 
4. Agent user guide: Send customer files to your CRM.

• Create Order and Create Return

         Create orders or returns based on customer requests in conversations and send them to your operational system.

1. General webhook requirements to prepare your operational system to receive data from Mediabriz.
2. Update the general webhook to the orders and returns actions.
3. Create new action Order or Return. Add custom fields during setup if your process needs extra information, such as a PO number, Prepare and upload the product catalog for each configured action.
4. Agent user guide: Create an order · Create a return.
5. Catalog updates: Maintain individual products.

• AI Reply

          Draft a customer reply or improve existing text.

1. Creat new action AI Reply - choose the instructions, reply language and divisions, then save it.
2. Agent user guide: Use AI Reply.

General

• Manege created actions
  For  actions managment -pause or enable actions, check deliveries, and more.

• Monitor Conversation Actions

          Review action activity and submission results in Mediabriz Insights.