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How Send Smart Message Works

Send intelligent, context-aware messages that automatically choose the best communication channel and content based on user behavior and preferences. Smart messages prioritize channels where the user is most likely to respond.

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Configuration

Inputs

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To
string
required
The ID of the user who will receive the message.
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From
string
required
The ID of the team member sending the message.
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Enabled Contact Methods
string[]
required
Array of contact methods in priority order: email, slack. The system will try methods in order until one succeeds.
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Contact Selection Strategy
enum
required
How to select from available contact methods: oldest, newest, or random.
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Email
object
required
Email message configuration including HTML content, subject, and dynamic variables.
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Slack Message
object
required
Slack message configuration including content JSON and dynamic variables.

Outputs

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context
object
required
Currently returns an empty context object. Future versions will include delivery details, chosen channel, and engagement metrics.

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Use Cases

Adaptive Onboarding 
Enabled Methods: ["email", "slack"]
Content varies by:
- User role (admin vs. user)
- Company size (startup vs. enterprise)
- Industry vertical
Behavioral Triggers 
Selection Strategy: newest
Message adapts based on:
- Previous email engagement
- Product usage patterns
- Support interaction history
Multi-Channel Follow-up 
Enabled Methods: ["slack", "email"]
Priority: Try Slack first, fall back to email
Use: Ensure critical messages reach users via their preferred channel
Contextual Support 
From: Customer Success Manager
Content varies by:
- Recent product usage
- Support ticket history
- Subscription tier

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Best Practices

Channel Strategy
  • Order contact methods by user preference and engagement rates
  • Consider the urgency and nature of the message when choosing channels
  • Monitor channel effectiveness and adjust priority accordingly
Content Personalization
  • Use dynamic variables to personalize both email and Slack content
  • Adapt message tone and length to the chosen channel
  • Test different content variations for optimal engagement
Performance Optimization
  • Monitor delivery success rates across different channels
  • Track user engagement to refine contact method selection
  • Consider time zones and user activity patterns when sending messages