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5. Using Robots for Automated SMS Messaging

5.

Using Q-Robot to Send SMS

  1. Function Introduction

In various business processes, there's often a need to contact customers and provide them with updates or notifications. This could be project progress reports, order confirmation notifications, or even marketing-related messages. Anffy has introduced a feature that enables automatic sending of emails after any process step, which has been well-received. Expanding on this, Anffy now offers the option to reach customers through SMS, using the AnffyQ-Robot.

For instance, a message confirming a successful conference room booking can be sent via AnffyQ-Robot, as depicted in the accompanying image.

image

1 How to Enable Q-Robot to Send Text Messages?

  • Navigate to Anffy and click on the plug-in center located in the upper right corner.
  • Find and enable the Q-Robot SMS plug-in, as shown in the image.
  • Once activated, you'll find the text message template column under 'Settings' in the application editor.

Bulk SMS as a Marketing Tool

  • Bulk SMS is a common marketing tool. However, the content needs to comply with operator requirements and pass a review before being sent.
  • To use Q-Robot for automatic SMS sending, first, create and submit a text message template for review.

Step 1: Create an SMS Template

Follow the provided steps to create and submit an SMS template for review.

Step 2: Set up Q-Robot to send text messages

Once the template is approved, set up Q-Robot for SMS dispatch.

On the 'Add Process' page, add a Q-Robot node for sending SMS. Set the recipient in the node and select an approved SMS template, as shown in the image.

image

Note: If the template is still under review or has been rejected, Q-Robot will not trigger the SMS, leading to a failure in sending the message. Ensure that the template is approved before adding it.

  1. About SMS Charges

SMS usage via Q-Robot is deducted from your account, with each workspace initially receiving 10 free text messages. After these are used, purchase a text message package through the admin portal.

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.