How to use the switch action in chatflows?

The Switch action in chatflows allows you to split the flow based on a single property, testing against multiple values to create customized paths.

Luca Micheli
Written by Luca MicheliLast update 1 month ago

The Switch action in chatflows enables you to branch the conversation flow based on a single property, such as user or company attributes. This allows for tailored interactions by testing the property against multiple values and directing users through customized paths.

Setting Up the Switch Action

  1. Target Property: Select the property to test, such as Plan type.

  2. Define Values: Specify the values to test against, creating different branches for each value.

  3. Custom Paths: Define actions for each branch, creating a personalized experience based on the property value.

Example Uses

  1. Plan Type Differentiation

    • Scenario: Direct users based on their subscription plan.

    • Target Property: Plan type

    • Values: Essential, Startup, Pro, Enterprise

    • Flow: Each plan type leads to a unique path, providing specific resources or support tailored to the user's plan.

  2. User Segmentation

    • Scenario: Offer different support options based on user segment.

    • Target Property: User segment

    • Values: New, Returning, VIP

    • Flow: Each segment receives customized support, ensuring new users get onboarding assistance, returning users get faster responses, and VIPs get premium support.

Benefits of Using Switch Action

  • Personalization: Tailor interactions based on user attributes, enhancing customer experience.

  • Efficiency: Direct users through relevant paths, improving workflow efficiency.

  • Flexibility: Easily adapt to various scenarios by defining multiple values and corresponding actions.

The Switch action in chatflows is a powerful tool for creating dynamic and personalized customer interactions. By testing properties against multiple values and branching the flow accordingly, businesses can deliver tailored experiences that meet the specific needs of their users.

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