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Workflow Trigger - Customer Replied

Use the Customer Replied trigger with All-in-One Chat to filter by Chat Type, target specific widgets, and automate follow-ups with precision, every time.

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On this page
  1. Key Benefits of Using Customer Replied Trigger
  2. How to Setup the Customer Replied Trigger in Workflows
  3. Reply Channel filter (including All-in-One Chat)
  4. Use Cases of the Customer Replied Trigger
  5. Frequently Asked Questions
  6. Related Articles

The “Customer Replied” workflow trigger is a powerful tool designed to automate actions based on customer responses. This guide explains how to configure the trigger, the benefits it offers, and examples of practical use cases to streamline your business processes. By the end, you’ll have a clear understanding of how to utilize this trigger effectively.

TABLE OF CONTENTS

What is the Customer Replied Workflow Trigger?

Customer replies are one of the strongest signals of intent. Using this trigger ensures your workflows react immediately and consistently whenever a contact responds, so you can follow up faster, route messages correctly, and keep your pipeline moving.

The Customer Replied workflow trigger starts a workflow when a contact replies to a message. You can optionally add filters (like phrases, tags, intent type, and reply channel) to ensure the workflow runs only for the replies that matter.

Key Benefits of Using Customer Replied Trigger

  • Faster follow-up: launch actions instantly when a contact replies.
  • Better routing: use filters to direct conversations to the right team or workflow.
  • Cleaner automation: avoid duplicate workflows by narrowing conditions with phrases, tags, and channels.
  • Channel-level control: trigger different workflows based on where the reply came from (including All-in-One Chat).

How to Setup the Customer Replied Trigger in Workflows

A clean trigger setup prevents misfires and keeps your automation predictable. These steps walk through adding the trigger, naming it clearly, and applying the right filters for your use case.

  1. Log in to your sub-account.
  2. Go to Automations > Workflows.
    Step 2 of 8: Go to Automations > Workflows What this shows Step 2 of 8: Go to Automations > Workflows. What this shows Shows where to go for step 2 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 2 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you go to Automations > Workflows. For context, this section explains: A clean trigger setup prevents misfires and keeps your automation predictable. These steps walk through adding the trigger, naming it clearly, and applying the right filters for your use case. The navigation path used here is Automations > Workflows. The next step is to create a new workflow or open an existing one. Step 2 of 8Path: Automations > WorkflowsImage 1 of 9 Where to goGo to Automations > Workflows.
    Buttons and menus referenced Automations > Workflowsnewworkflowopenexisting+ Add New Triggertrigger.Customer RepliedTrigger Name+ Add FiltersSave TriggerPublish
    Next stepCreate a new workflow or open an existing one.
    All 8 steps in this procedure
    1. Log in to your sub-account.
    2. Go to Automations > Workflows. this image
    3. Create a new workflow or open an existing one.
    4. Click on the + Add New Trigger button to add a trigger.
    5. Select Customer Replied.
    6. Enter a clear Trigger Name so it’s easy to find later.
    7. Click + Add Filters to narrow when the workflow should run.
    8. Choose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include:
  3. Create a new workflow or open an existing one.
    Step 3 of 8: Create a new workflow or open an existing one What this shows Step 3 of 8: Create a new workflow or open an existing one. What this shows Shows what this covers for step 3 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 3 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you create a new workflow or open an existing one. The navigation path used here is Automations > Workflows. The next step is to click on the + Add New Trigger button to add a trigger. Step 3 of 8Path: Automations > WorkflowsImage 2 of 9 What this coversCreate a new workflow or open an existing one.
    Buttons and menus referenced newworkflowopenexistingAutomations > Workflows+ Add New Triggertrigger.Customer RepliedTrigger Name+ Add FiltersSave TriggerPublish
    Next stepClick on the + Add New Trigger button to add a trigger.
    All 8 steps in this procedure
    1. Log in to your sub-account.
    2. Go to Automations > Workflows.
    3. Create a new workflow or open an existing one. this image
    4. Click on the + Add New Trigger button to add a trigger.
    5. Select Customer Replied.
    6. Enter a clear Trigger Name so it’s easy to find later.
    7. Click + Add Filters to narrow when the workflow should run.
    8. Choose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include:
  4. Click on the + Add New Trigger button to add a trigger.
    Step 4 of 8: Click on the + Add New Trigger button to add a trigger What this shows Step 4 of 8: Click on the + Add New Trigger button to add a trigger. What this shows Shows what to click for step 4 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 4 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you click on the + Add New Trigger button to add a trigger. The navigation path used here is Automations > Workflows. The next step is to select Customer Replied. Step 4 of 8Path: Automations > WorkflowsImage 3 of 9 What to clickClick on the + Add New Trigger button to add a trigger.
    Buttons and menus referenced + Add New Triggertrigger.Automations > WorkflowsnewworkflowopenexistingCustomer RepliedTrigger Name+ Add FiltersSave TriggerPublish
    Next stepSelect Customer Replied.
    All 8 steps in this procedure
    1. Log in to your sub-account.
    2. Go to Automations > Workflows.
    3. Create a new workflow or open an existing one.
    4. Click on the + Add New Trigger button to add a trigger. this image
    5. Select Customer Replied.
    6. Enter a clear Trigger Name so it’s easy to find later.
    7. Click + Add Filters to narrow when the workflow should run.
    8. Choose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include:

  5. Select Customer Replied.

    Step 5 of 8: Select Customer Replied What this shows Step 5 of 8: Select Customer Replied. What this shows Shows what to choose for step 5 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 5 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you select Customer Replied. For context, this section explains: A clean trigger setup prevents misfires and keeps your automation predictable. These steps walk through adding the trigger, naming it clearly, and applying the right filters for your use case. The navigation path used here is Automations > Workflows. The next step is to enter a clear Trigger Name so it’s easy to find later. Step 5 of 8Path: Automations > WorkflowsImage 4 of 9 What to chooseSelect Customer Replied.
    Buttons and menus referenced Customer RepliedAutomations > Workflowsnewworkflowopenexisting+ Add New Triggertrigger.Trigger Name+ Add FiltersSave TriggerPublish
    Next stepEnter a clear Trigger Name so it’s easy to find later.
    All 8 steps in this procedure
    1. Log in to your sub-account.
    2. Go to Automations > Workflows.
    3. Create a new workflow or open an existing one.
    4. Click on the + Add New Trigger button to add a trigger.
    5. Select Customer Replied. this image
    6. Enter a clear Trigger Name so it’s easy to find later.
    7. Click + Add Filters to narrow when the workflow should run.
    8. Choose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include:

  6. Enter a clear Trigger Name so it’s easy to find later.

  7. Click + Add Filters to narrow when the workflow should run.

    Step 7 of 8: Click + Add Filters to narrow when the workflow should run What this shows Step 7 of 8: Click + Add Filters to narrow when the workflow should run. What this shows Shows what to click for step 7 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 7 of 8 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you click + Add Filters to narrow when the workflow should run. The navigation path used here is Automations > Workflows. The next step is to choose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include. Step 7 of 8Path: Automations > WorkflowsImage 5 of 9 What to clickClick + Add Filters to narrow when the workflow should run.
    Buttons and menus referenced + Add FiltersAutomations > Workflowsnewworkflowopenexisting+ Add New Triggertrigger.Customer RepliedTrigger NameSave TriggerPublish
    Next stepChoose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include:
    All 8 steps in this procedure
    1. Log in to your sub-account.
    2. Go to Automations > Workflows.
    3. Create a new workflow or open an existing one.
    4. Click on the + Add New Trigger button to add a trigger.
    5. Select Customer Replied.
    6. Enter a clear Trigger Name so it’s easy to find later.
    7. Click + Add Filters to narrow when the workflow should run. this image
    8. Choose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include:
  8. Choose the right filters for your use case: Using filters helps you control exactly which replies should activate your workflow. Filter options include:
    1. Contains Phrase: runs only when the reply includes specific words or phrases.

    2. Exact Match Phrase: runs only when the reply exactly matches what you specify.

    3. Has Tag: includes only contacts with selected tags.

    4. Doesn’t Have Tag: excludes contacts with selected tags.

    5. Intent Type: uses intent detection to categorize replies (for example, positive response, complaint, question).

    6. Replied to Workflow: runs only if the contact replied to a specific workflow’s messages.

    7. Reply Channel: runs only when the reply came from a selected channel.

      Step 7 of 9: Reply Channel: runs only when the reply came from a selected channel What this shows Step 7 of 9: Reply Channel: runs only when the reply came from a selected channel. What this shows Shows what this covers for step 7 of 9 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 7 of 9 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you reply Channel: runs only when the reply came from a selected channel. The next step is to click Save Trigger. Step 7 of 9Image 6 of 9 What this coversReply Channel: runs only when the reply came from a selected channel.
      Buttons and menus referenced Automations > Workflowsnewworkflowopenexisting+ Add New Triggertrigger.Customer RepliedTrigger Name+ Add FiltersSave TriggerPublish
      Next stepClick Save Trigger.
      All 9 steps in this procedure
      1. Contains Phrase: runs only when the reply includes specific words or phrases.
      2. Exact Match Phrase: runs only when the reply exactly matches what you specify.
      3. Has Tag: includes only contacts with selected tags.
      4. Doesn’t Have Tag: excludes contacts with selected tags.
      5. Intent Type: uses intent detection to categorize replies (for example, positive response, complaint, question).
      6. Replied to Workflow: runs only if the contact replied to a specific workflow’s messages.
      7. Reply Channel: runs only when the reply came from a selected channel. this image
      8. Click Save Trigger.
      9. Add your relevant workflow actions, then Publish the workflow.
    8. Click Save Trigger.
      Step 8 of 9: Click Save Trigger What this shows Step 8 of 9: Click Save Trigger. What this shows Shows how to confirm for step 8 of 9 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 8 of 9 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you click Save Trigger. For context, this section explains: A clean trigger setup prevents misfires and keeps your automation predictable. These steps walk through adding the trigger, naming it clearly, and applying the right filters for your use case. The next step is to add your relevant workflow actions, then Publish the workflow. Step 8 of 9Image 7 of 9 How to confirmClick Save Trigger.
      Buttons and menus referenced Save TriggerAutomations > Workflowsnewworkflowopenexisting+ Add New Triggertrigger.Customer RepliedTrigger Name+ Add FiltersPublish
      Next stepAdd your relevant workflow actions, then Publish the workflow.
      All 9 steps in this procedure
      1. Contains Phrase: runs only when the reply includes specific words or phrases.
      2. Exact Match Phrase: runs only when the reply exactly matches what you specify.
      3. Has Tag: includes only contacts with selected tags.
      4. Doesn’t Have Tag: excludes contacts with selected tags.
      5. Intent Type: uses intent detection to categorize replies (for example, positive response, complaint, question).
      6. Replied to Workflow: runs only if the contact replied to a specific workflow’s messages.
      7. Reply Channel: runs only when the reply came from a selected channel.
      8. Click Save Trigger. this image
      9. Add your relevant workflow actions, then Publish the workflow.
    9. Add your relevant workflow actions, then Publish the workflow.
      Step 9 of 9: Add your relevant workflow actions, then Publish the workflow What this shows Step 9 of 9: Add your relevant workflow actions, then Publish the workflow. What this shows Shows how to confirm for step 9 of 9 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". This screenshot accompanies step 9 of 9 in the "How to Setup the Customer Replied Trigger in Workflows" section of "Workflow Trigger - Customer Replied". At this point in the walkthrough you add your relevant workflow actions, then Publish the workflow. Step 9 of 9Image 8 of 9 How to confirmAdd your relevant workflow actions, then Publish the workflow.
      Buttons and menus referenced PublishAutomations > Workflowsnewworkflowopenexisting+ Add New Triggertrigger.Customer RepliedTrigger Name+ Add FiltersSave Trigger
      All 9 steps in this procedure
      1. Contains Phrase: runs only when the reply includes specific words or phrases.
      2. Exact Match Phrase: runs only when the reply exactly matches what you specify.
      3. Has Tag: includes only contacts with selected tags.
      4. Doesn’t Have Tag: excludes contacts with selected tags.
      5. Intent Type: uses intent detection to categorize replies (for example, positive response, complaint, question).
      6. Replied to Workflow: runs only if the contact replied to a specific workflow’s messages.
      7. Reply Channel: runs only when the reply came from a selected channel.
      8. Click Save Trigger.
      9. Add your relevant workflow actions, then Publish the workflow. this image

Reply Channel filter (including All-in-One Chat)

Reply Channel targeting makes it possible to build different automations for SMS, email, social messaging, and chat. This is especially useful when the same contact can reply across multiple channels, but you only want certain replies to trigger a workflow.

  1. In the trigger filters, open Reply Channel.

  2. Select the channel you want to match (for example, Email, WhatsApp, etc.).

  3. All-in-One Chat support in Reply Channel: When you select Reply Channel = All-in-One Chat, additional filters appear so you can narrow replies based on the type of All-in-One chat experience and the specific widget/configuration.

  1. Set Reply Channel to All-in-One Chat.

  2. Set Chat Type is (appears only after selecting All-in-One Chat):

    • Chat Widget

    • Live Chat

  3. Select the specific option in the dynamic third-level filter (this changes based on Chat Type):

    1. If Chat Type is = Chat Widget

      • Select Chat Widget is (dropdown lists only All-in-One Chat widgets)

    2. If Chat Type is = Live Chat

      • Select Live Chat is (dropdown lists only All-in-One Live Chat configurations)

Reply Channel filter (including All-in-One Chat) (image 9 of 9) What this shows Set Reply Channel to All-in-One Chat. What this shows Illustrates the "Reply Channel filter (including All-in-One Chat)" section of "Workflow Trigger - Customer Replied". This animation appears in the "Reply Channel filter (including All-in-One Chat)" section of "Workflow Trigger - Customer Replied". The text alongside this image reads: Set Reply Channel to All-in-One Chat. Set Chat Type is (appears only after selecting All-in-One Chat): Select the specific option in the dynamic third-level filter (this changes based on Chat Type). This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Practical examples make it easier to choose the right filters and actions. Use these ideas as templates to build automation that matches real customer reply scenarios. Image 9 of 9 What to fill inSet Reply Channel to All-in-One Chat. Set Chat Type is (appears only after selecting All-in-One Chat): Select the specific option in the dynamic third-level filter (this changes based on Chat Type):
Fields in this part of the guide Chat WidgetLive ChatIf Chat Type is = Chat WidgetIf Chat Type is = Live Chat
Buttons and menus referenced Reply ChannelReply Channel = All-in-One ChatAll-in-One ChatChat Type isChat WidgetLive ChatChat Type is = Chat WidgetChat Widget isonly All-in-One Chat widgetsChat Type is = Live ChatLive Chat isonly All-in-One Live Chat configurations
Next stepPractical examples make it easier to choose the right filters and actions. Use these ideas as templates to build automation that matches real customer reply scenarios.
All 3 steps in this procedure
  1. In the trigger filters, open Reply Channel.
  2. Select the channel you want to match (for example, Email, WhatsApp, etc.).
  3. All-in-One Chat support in Reply Channel: When you select Reply Channel = All-in-One Chat, additional filters appear so you can narrow replies based on the type of All-in-One chat experience and the specific widget/configuration.

Use Cases of the Customer Replied Trigger

Practical examples make it easier to choose the right filters and actions. Use these ideas as templates to build automation that matches real customer reply scenarios.

  1. Notify a team when a customer replies via a specific All-in-One Chat widget

    • Trigger: Customer Replied

    • Filters: Reply Channel = All-in-One Chat → Chat Type is = Chat Widget → Chat Widget is = (select widget)

    • Actions: Send internal notification, assign conversation, create task

  1. Route Live Chat replies to a support queue

    • Trigger: Customer Replied

    • Filters: Reply Channel = All-in-One Chat → Chat Type is = Live Chat → Live Chat is = (select configuration)

    • Actions: Create ticket, notify support channel, apply tag, assign user

  1. Create an opportunity from high-intent replies

    • Trigger: Customer Replied

    • Filters: Contains Phrase (example: “interested”, “book”, “pricing”) + Reply Channel (choose the channel you want)

    • Actions: Create opportunity, notify sales rep, send follow-up message

Frequently Asked Questions

Q: Can I trigger workflows for replies from specific customers only?

Yes, you can use tags to narrow down workflows to specific customer segments.

Q: How do intent types work with this trigger?

Intent types use natural language processing (NLP) to categorize replies, such as “question,” “complaint,” or “positive response.” You can then configure workflows to handle each intent appropriately.

Q: Can I trigger different workflows based on reply channels?

Absolutely! You can configure workflows for specific channels like WhatsApp or email, and even narrow it down to particular numbers or addresses.

Q: Does All-in-One Chat support apply to all workflow triggers?

No. The All-in-One Chat option is available specifically in the Customer Replied trigger’s Reply Channel filter.

Q: Will my existing Chat Widget workflows stop working?

No. Existing Chat Widget-based triggers and workflows continue working as before.

Q: Can I run different workflows for Chat Widget vs Live Chat replies?

Yes. Use separate triggers (or separate workflows) with Chat Type is set to Chat Widget or Live Chat

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