Goal Action Supports User Replies

Goal Action Supports User Replies

July 23, 20261 min read

Many automations need to react to your team's actions, not just customer activity. This update lets you move contacts immediately to the Goal step, skipping intermediate workflow actions as soon as your team responds. Let’s learn how it works and how it needs to be configured!

⭐️How Do These Changes Affect You?

  • Contact Management: Easily remove or pause contacts from advancing in your workflow if your team has failed to respond, ensuring they don’t feel misdirected.

    a
  • Channel Selection: When configuring your action, you can include all or specific response channels by checking the box next to them to limit valid responses.

    b
  • Response Author Filtering: This goal type allows you to specify the user who must have responded to the contact, supporting responses from any, assigned, or specific users.

    c

⭐️How To Set “User Replied” As Your Goal Type?

Let’s go over how to configure the User Replied option in your Goal step!

  1. Add a Goal action to your workflow.

    1
  2. Select User Replied as your Goal type.

    2
  3. First, select the response channel.

    3
  4. Then pick the user type you want to include, and if selecting “Specific Users,” select the team members you want to include.

    4

By using this new condition, you can prevent contacts from receiving unnecessary automated messages, reduce duplicate communication, and seamlessly transition from automation to human-led conversations. We hope you enjoy it!

Raichel.ai

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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