Send Smart Message

Send intelligent, context-aware messages that adapt based on user behavior and data

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.

Configuration

Inputs

To · string · required

The ID of the user who will receive the message.

From · string · required

The ID of the team member sending the message.

Enabled Contact Methods · string[] · required

Array of contact methods in priority order: email, slack. The system will try methods in order until one succeeds.

Contact Selection Strategy · enum · required

How to select from available contact methods: oldest, newest, or random.

Email · object · required

Email message configuration including HTML content, subject, and dynamic variables.

Slack Message · object · required

Slack message configuration including content JSON and dynamic variables.

Outputs

context · object · required

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

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

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