Mandatory Preconditions for Using Prebuilt

Preconditions for using prebuilt

Here are the mandatory conditions that must be understood before using the Prebuilt modules;

Connecting Channels

To fully utilize Prebuilt modules, it is essential to ensure that your project is connected to a communication channel. Without a connected channel, records cannot be added to the Contacts module, and key features like messaging and communication flows will not function properly. Channels are mandatory for messaging actions and many other functions in workflows and Connectors. Chatbots also rely on channels and records in the Contacts module to operate effectively. The below image is the 'Channels' page where you can connect different types of channels.

Connecting channels ensures seamless communication between your CRM and customers, allowing automated processes like sending messages and follow-ups to function smoothly. Teambox requires channels for its operation, as channels form the foundation for all communications. Channels can either be selected from a dropdown or mapped dynamically using channel IDs, which can be saved in global variables for easy mapping. To know more

For example, in Lead follow-ups, the "Send Message" actions are used in Funnels, and these actions require a channel to be selected. If the channel is not connected during execution, the "Send Message" step will fail to execute, interrupting the follow-up process.

Publishing Flows

To ensure the proper functioning of flows, it is essential to publish each flow before executing it. This can be done by clicking the "Validate and Publish" button for each flow. Once published, the flows will work effectively in conjunction with other products and processes. If you make any changes to the flow configurations, it's important to remember to publish the flow. The modifications will only take effect once the flow is published; otherwise, the changes will not be reflected in the flow's operation. Each time you publish a flow, it is stored as a new version within the flow settings. This version control feature allows you to easily revert to previous versions or even restore the initial version of the flow whenever needed. Making it simple to manage changes and ensure that you can recover from any issues that may arise after updates. To know more

Click on Validate and Publish button as shown in the image below before using a flow.

Data Mapping

Before executing any flow or connector, it is essential to verify that all field attributes are complete and that data has been mapped correctly, especially when using CRM and Data lookup actions. Ensure that mandatory fields and fields with specific validations are filled out with proper data. Mapping errors can lead to incorrect or incomplete data transfers, which may disrupt the functionality of your processes. Taking the time to double-check these details before execution can help avoid complications and ensure smooth operations.

Enable Required Features

If any Prebuilt feature, such as Flows, Connectors or Schedulers, are disabled by default, make sure to enable them before usage. Review all the features that accompany the Prebuilt modules to ensure nothing crucial is missed. Some features may be disabled for unwanted executions (especially Schedulers) so users can choose and activate it as per the requirements.

Connecting Apps

To use the ChatGPT actions, first, activate your ChatGPT integration within the platform. Go to the Apps section in the Settings page, and use your OpenAI Token to enable the ChatGPT features. For detailed setup click here. The below image shows the Apps page.