Configure Predefined Actions
Configure welcome, out-of-hours, delayed, fallback, re-engagement and round-robin behavior.
What this guide helps you do
Configure welcome, out-of-hours, delayed, fallback, re-engagement and round-robin behavior.
Who should use it
Workspace owners, managers, automation users and authorized technical users responsible for AI configuration or customer workflows.
Before you begin
- Use the correct workspace and minimum required role.
- Use a business-controlled provider account where applicable.
- Understand provider billing, usage and data settings.
- Use fictional Pakistan test data.
- Define human handover before enabling automatic replies or calls.
Main concepts and fields
| Concept / Field | Meaning or Use |
|---|---|
| Welcome | First-response action. |
| Out of Hours | Response outside PKT hours. |
| Delayed Reply | Action after response delay. |
| Fallback | No-match response. |
| Round Robin | Distributes work. |
Step-by-step instructions
- Set business hours in PKT.
- Enable only required actions.
- Write approved content.
- Choose delay and assignment.
- Add handover.
- Save.
- Test inside and outside business hours.
Test and verification
- Run one complete successful path.
- Run an invalid or failure path.
- Confirm fields, assignment and logs.
- Confirm human handover.
Common issues and solutions
| Issue | What to Check |
|---|---|
| Flow does not start | Active status, channel, trigger and entry condition. |
| Wrong branch | Field type, stored value and condition order. |
| Repeated messages | Loop, retries, duplicate event and overlapping flows. |
| Action fails | Credential, endpoint, schema and timeout. |
| Handover fails | Team, agent and permission. |
Security, privacy, consent, cost and provider notes
- AI-provider charges and Wemblo AI-action usage are separate controls.
- Do not expose provider keys or customer data in screenshots, tickets or client-side code.
- Use human review or handover for sensitive, private, regulated, urgent, high-value or final decisions.
- Do not promise perfect accuracy or guaranteed business outcomes.
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