Automations close the loop between chat and operations: when intent, confidence, or tags match, FlexyAgents POSTs to your endpoints or notifies channels.
Design rules with idempotency in mind—retries should not double-charge or duplicate tickets.
Automations
Trigger webhooks, Slack notifications, HTTP calls, and downstream updates when conversations meet rules you define.
Automations close the loop between chat and operations: when intent, confidence, or tags match, FlexyAgents POSTs to your endpoints or notifies channels.
Design rules with idempotency in mind—retries should not double-charge or duplicate tickets.
Common triggers include keyword matches, sentiment thresholds, handoff requests, or CRM field updates when integrations exist.
Start with a small set of high-signal rules; noisy webhooks erode trust in alerts.
Use signed payloads or shared secrets to authenticate FlexyAgents to your API. Log correlation ids from payloads for support debugging.
Return non-2xx only on true failures; transient errors should be handled with backoff on the FlexyAgents side where implemented.
Pair automations with playbooks: what humans do after a webhook fires, SLA expectations, and how to pause rules during incidents.
Test failure modes: downstream API down, malformed JSON, partial field maps.
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