Send Options

Messaging workflow that sends interactive options to a client and responds based on selection

manual messaging options interactive client

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What's Included

Field	Value
Name	Send Options
Type	Workflow
Trigger	manual
Steps	1
Inputs	1

Full JSON

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{
  "description": "Messaging workflow that sends interactive options to a client and responds based on selection",
  "tags": [
    "manual",
    "messaging",
    "options",
    "interactive",
    "client"
  ],
  "document": {
    "name": "Send Options",
    "enabled": true,
    "log_level": "info",
    "trigger": {
      "type": "manual"
    },
    "workflowInput": [
      {
        "name": "client",
        "description": "Client reference",
        "schema": {
          "type": "ref",
          "required": true,
          "ref": "clients"
        }
      }
    ],
    "steps": [
      {
        "condition": {
          "expr": "client",
          "onFailure": "throw",
          "resultType": "any"
        },
        "action": {
          "actionType": "actions/messaging/contact/send",
          "actions/messaging/contact/send": {
            "use_manual_id": true,
            "contactId_manual": {
              "expr": "client",
              "onFailure": "throw",
              "resultType": "any"
            },
            "messages": [
              {
                "type": "options",
                "payload": {
                  "title": {
                    "expr": "\"Choose an option\"",
                    "onFailure": "throw",
                    "resultType": "any"
                  },
                  "description": {
                    "expr": "\"What would you like to do?\"",
                    "onFailure": "throw",
                    "resultType": "any"
                  },
                  "options": [
                    {
                      "label": {
                        "expr": "\"Yes\"",
                        "onFailure": "throw",
                        "resultType": "any"
                      },
                      "value": {
                        "expr": "\"Yes\"",
                        "onFailure": "throw",
                        "resultType": "any"
                      },
                      "actions": [
                        {
                          "condition": {
                            "expr": "true",
                            "onFailure": "throw",
                            "resultType": "any"
                          },
                          "action": {
                            "actionType": "actions/messaging/conversation/response/compose",
                            "actions/messaging/conversation/response/compose": {
                              "messages": [
                                {
                                  "type": "text",
                                  "payload": {
                                    "text": {
                                      "expr": "\"You chose Yes\"",
                                      "onFailure": "throw",
                                      "resultType": "any"
                                    }
                                  }
                                }
                              ]
                            }
                          }
                        }
                      ],
                      "forwardMessageToAgent": true
                    },
                    {
                      "label": {
                        "expr": "\"No\"",
                        "onFailure": "throw",
                        "resultType": "any"
                      },
                      "value": {
                        "expr": "\"No\"",
                        "onFailure": "throw",
                        "resultType": "any"
                      },
                      "actions": [
                        {
                          "condition": {
                            "expr": "true",
                            "onFailure": "throw",
                            "resultType": "any"
                          },
                          "action": {
                            "actionType": "actions/messaging/conversation/response/compose",
                            "actions/messaging/conversation/response/compose": {
                              "messages": [
                                {
                                  "type": "text",
                                  "payload": {
                                    "text": {
                                      "expr": "\"You chose No\"",
                                      "onFailure": "throw",
                                      "resultType": "any"
                                    }
                                  }
                                }
                              ]
                            }
                          }
                        }
                      ],
                      "forwardMessageToAgent": true
                    }
                  ]
                }
              }
            ]
          }
        }
      }
    ]
  }
}

How to Import

1. Download the ZIP file using the button above
2. Navigate to Company Settings → Data Transfer in your AutoTalk dashboard
3. Click Import and select the downloaded ZIP file
4. Review the import summary and confirm
5. All document IDs are automatically remapped — no manual ID editing needed