As businesses demand higher efficiency, customer service workloads are increasing. Automation has become essential for maintaining great customer experiences while scaling support. Have you ever lost a deal because of time zone gaps or language barriers during cross-border transactions? While you're struggling to keep up manually, your competitors are leveraging automation to win more orders effortlessly.
Automation brings 24/7 responses, intelligent routing, and fewer manual errors, critical benefits in global sales. Below are five powerful SaleSmartly automation settings that can double your support efficiency and maximize business potential.
1. Auto Reply: Instantly Handle Common Inquiries
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What it does: Automatically responds to FAQs and filters basic requests, reducing manual workload.
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How to set it up: SaleSmartly > Robot > Automation Process > New Flow > Save.
📘Further reading: Automation Getting Started Tutorial
- Benefits: 24/7 service, faster responses, improved customer satisfaction.
2. Automation Flows: Personalized, Rule-Based Actions
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What it does: Triggers automated actions like greeting messages, tagging, blocking, or responding based on specific user behaviors or conditions.
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How to set it up: SaleSmartly > Robot > Automation Process > New Flow > Save (Choose the appropriate trigger)
📘 Further reading: Automated Processes
Tips: Trigger types include
✅Customer Type Triggers: Distinguish new visitors from returning customers. Personalize engagement based on buyer history. Tailor marketing and support strategies.
✅Behavior-Based Triggers: Detect intent in customer messages. Dynamically adjust responses. Deliver hyper-relevant support.
✅Response Timeout Triggers: Flag unanswered conversations. Alert agents when customers wait too long. Prevent ignored messages (agent or customer-side)
✅Traffic Source Triggers: Facebook-specific automation. Customize workflows by origin channel (Currently Facebook-exclusive)
✅Benefits: Streamlined customer handling, reduced complaint rates.
3. AI Chatbots: Smarter, More Human Responses
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What it does: Utilizes AI models like ChatGPT, DeepSeek, and Coze to understand user queries and respond naturally and accurately.
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How to set it up: Install your AI model in the App Store. Enable AI Auto-Reply > Go to Robot > AI Robot, create and assign it to your social channel.
Tips:
①Each social media account can only be linked to one AI chatbot. If a bot is already configured for the selected account, it will automatically be replaced with the most recent one.
②You can train and customize the AI responses based on your specific needs. By pre-setting commands, information, and a knowledge base, you can create a unique AI that better serves your business.
📘 Further reading: 2025 Updated Guide: How Cross-Border Businesses Can Train Their Own Al Chatbots
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Benefits: Reduced labor cost, time savings, higher conversion rates
Tips: 🔍 Automation vs. AI Chatbot
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Features |
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What it is |
Pre-built rules or scripts that handle routine tasks like data entry, information lookup, and standardized responses. |
AI chatbots use advanced artificial intelligence technologies to simulate human conversation and reasoning. They rely on Natural Language Processing (NLP) and Machine Learning (ML) to understand and respond to user queries in a natural, human-like way. |
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Where it shines |
Perfect for high-volume, repetitive workflows: Answering FAQs, updating account details, scheduling appointments, processing standard requests. |
Best suited for scenarios that require highly personalized interactions or complex problem-solving. This includes answering detailed customer inquiries, offering tailored recommendations, and handling conversations that involve context understanding or emotional nuance. |
💡Pro Tip:
Use AI chatbots when your customer service requires deep understanding and personalized interaction. They excel at handling complex queries and delivering tailored responses.
For standardized processes and highly repetitive tasks, traditional automation is a better fit. It offers fast, consistent service with minimal manual effort.
4. AI Corpus: Fast, Consistent Responses
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What it does: In [Robot – AI corpus], you can set up frequently asked questions (FAQs) and their corresponding answers. During a conversation, you can click on suggested answers, and the system will automatically match and recommend the most relevant one. You can choose to send it directly or translate it before sending. Alternatively, by enabling [Robot Hosting], the AI will automatically match and send the appropriate response from your AI knowledge base.
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How to set it up: Go to [SaleSmartly] > [Robot – AI corpus] > Click [Add FAQ] > Fill in the FAQ details > Click [OK] to save.
📘 Further reading: Using AI to Make Chatting More Convenient
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Benefits: Unified messaging, faster replies, improved consistency.
Tips: Script Library vs. AI Corpus
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Script Library |
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Contains pre-written response templates designed to help agents quickly reply to common customer inquiries during live chats. Customer service staff manually select the most appropriate response from the list. |
A manually built database is used to train AI to understand and respond to customer questions automatically. Based on the user's specific inquiry, the system can trigger and send the most relevant answer without manual intervention. |
5. Auto Agent Assignment: Balance Team Workload
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What it does: Distributes incoming conversations evenly among available agents based on workload.
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How to set it up: SaleSmartly > Settings > Team Management. Set team schedules and enable time-based auto-online mode.
📘 Further reading: How Do I Set up Automatic Session Allocation?
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Benefits: Optimizes agent capacity, boosts team efficiency
Conclusion
Automation isn’t just about reducing costs. It’s about enhancing customer experience and scaling support. With these 5 smart SaleSmartly features, you can:
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Auto reply to FAQs ✔ Create consistent response templates ✔ Deploy human-like AI chatbots ✔ Customize automated workflows ✔ Automatically distribute customer queries ✔ |
If your team is still overwhelmed with repetitive tasks, it’s time to try SaleSmartly’s free trial and let automation save your time and workforce.
Further Reading
2025 Updated Guide: How Cross-Border Businesses Can Train Their Own Al Chatbots
Al-Powered Automation: SaleSmartly's New Intent Recognition Feature
The Secrets of Chatbot! What Are the Advantages and Disadvantages of ChatGPT?
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