Action Button in Reflys
Actions are essentially usable steps that you can integrate into your automation flow. They let you decide the contact data flow, conversation management and connect conversations effectively throughout social media, including WhatsApp, Facebook, or Instagram.
With Actions, you’ll be able to make your workflows smarter, increase efficiency, and ensure every instruction feels smooth for your customers.
How to Add an Action
- Open the Flow Builder in your Reflys dashboard.
- Click on the round “+” button in the upper-right corner or double-click on any space.
- From the options that appear, choose Action.
4 .Select the specific action you want to add to your automation.
It’s simple and easy. Your action block is now part of the workflow. You can connect it with triggers, conditions, and other steps to build a complete automation journey.
Tip: You can add as many actions as you need to personalize your Instagram automation or WhatsApp automation flows.
Action Categories
To make it easier, actions in Reflys are grouped into categories. Let’s look at them one by one.
1. Contact Data
You use these actions to control and organize customer information in your application.
- Add / Remove Tag
Segment your contacts with tags and send them specific messages. For instance, label users as “Leads”, “Customers” or even VIP for individualised automation.
- Set / Clear User Field
Update or clear information stored in custom fields, such as name, email address, or interests. This makes your automation more personalized. - Delete Contact
If there is no further relevance, delete contact(s) entirely from your list. - Set Channel Opt-in / Opt-out
The possibility to manage the subscription status of a contact in any channel (WhatsApp, Instagram or Facebook).
2. Automation
This category is on managing the flow of conversations, organizing interactions, assigning and notifying them.
- Mark Conversation as Open
Use it if you would like a customer chat to stay open for an “always on call” conversation.
- Mark Conversation as Closed
Close a chat when you’re done chatting. With this, you can maintain your inbox clean and focus on the active chats.
- Assign conversation
With this feature, you can ensure timely responses to your customers. With it, you can assign a group of conversations to specific team members or groups.
- Notify Assignees
With this feature, you can send immediate email or SMS notifications in an emergency. For example, a contact requesting assistance or making a significant purchase.
These small steps make a big difference in managing Instagram automation and WhatsApp conversations effectively.
Why Action Button Matters
Actions are more than just technical blocks—they give you control. For example:
- Running Instagram automation? Use actions to tag new followers as “Leads” and mark their conversations open for follow-up.
- Managing WhatsApp automation? Automatically close inactive chats and keep your team focused on new leads.
- Building a cross-channel workflow? Actions assists you in unifying your contact data from various social media services.