Introduction
At Spur, we understand that customizing your automated chat workflows is crucial for maintaining an efficient and personalized communication experience. However, we also know that tweaking these workflows can sometimes be challenging. Whether you're encountering difficulties editing existing workflows or just looking for tips to optimize them, this article is here to guide you through the process and ensure your eCommerce communication remains magical.
Overview
In the dynamic world of eCommerce, having the ability to swiftly customize your communication workflows is key to adapting to your customers' needs. If you’re facing hurdles while customizing or editing your existing workflows on Spur, this guide is tailored to help you overcome these challenges effortlessly.
Step-by-Step Guide to Customizing Workflows
Accessing Workflow Customization:
Log in to your Spur account.
Go to the Chat Automation Builder.
Select the workflow you wish to edit.
Editing an Existing Workflow:
Pause the workflow if it’s active to make edits.
Click on the step you want to change and make your adjustments.
To add steps, press the ‘+’ icon and select the action or trigger required.
Test your workflow using the test function provided.
Once satisfied, save your changes and reactivate the workflow.
Troubleshooting Common Issues:
If changes won’t save, ensure a stable internet connection, clear your cache, or switch browsers.
For permission issues, verify your user role and permissions with your team admin.
If the system is unresponsive, contact Spur support via Intercom.
Frequently Asked Questions (FAQs)
Q1: Why can't I edit my workflow?
Ensure you have the necessary permissions to make changes. Only users with admin or editor roles can modify workflows.
Check if the workflow is currently active. Some workflows can’t be edited while they are running. You might need to pause it first.
Q2: How do I add new steps to my workflow?
Navigate to the Chat Automation Builder.
Click on the existing workflow you wish to edit.
Press the ‘+’ button where you want to add a new step.
Choose the type of step you want to add and configure it.
Q3: Can I test my edited workflow before going live?
Yes, it’s highly recommended to test your workflow.
Use the ‘Test’ function within the Chat Automation Builder to simulate the workflow.
Make any necessary adjustments based on the test results before activation.
Q4: What should I do if my changes are not saving?
Check your internet connection, as a stable connection is required to save changes.
If the problem persists, clear your browser cache or try a different browser.
Contact Spur support for assistance if issues continue.
Q5: How do I delete a step from my workflow?
Click on the step you wish to remove.
Look for the ‘Delete’ or ‘Trash’ icon, usually at the bottom of the step’s configuration.
Confirm the deletion. Remember, this action cannot be undone.
Q6: Is there a limit to how many customizations I can make?
There are no limits to the number of edits you can make; however, overly complex workflows can become difficult to manage and may affect performance. Aim for simplicity and clarity.
Q7: How do I ensure my workflow customization is effective?
Regularly review your workflows’ performance metrics in Spur Tables.
Utilize A/B testing to compare different versions of a workflow.
Collect and act on feedback from your customers regarding their interaction experience.
For any additional questions or personalized support with your workflow customization, please reach out to our team through the Intercom chat bubble on our platform. We're here to ensure your automation process is smooth and effective.