Placeholders for Advanced Automation

You can now automate Advanced Automations even further with placeholders.


Advanced Automations has a special set of placeholders that you can use with it.


How to use placeholders in Advanced Automations


To use a placeholder in Advanced Automations, Type the placeholders within a set of Curly Brackets "{ }".

For example: To show average waiting time, You can use 'metrics.average_wait_time' placeholder like this.


Average waiting time is {metrics.average_wait_time}.


List of Placeholders specific to Advanced Automations


Placeholders

Description

actor.first_name
First name of the event performing actor
actor.last_name
Last name of the event performing actor
actor.id
Identifier of the event performing actor
actor.email
Email of the event performing actor
user.first_name
First name of the user
user.last_name
Last name of the user
user.id
Unique identifier of the user
user.email
Email id of the user
user.phone
Phone number of the user
user.properties.<property-name>
User-defined custom property (Eg. user.properties.plan)
agent.email
Email id of the agent
agent.id
Unique identifier of the agent
agent.first_name
First name of the agent
agent.last_name
Last name of the agent

channel.id

The ID of the channel

channel.name

Name of the channel

group.id

The ID of the group

group.description

Short description of the group

group.name

Name of the group

conversation.app_id

The ID of your Freshchat account

conversation.assigned_agent_id

The ID of the agent who is assigned to the conversation

conversation.assigned_group_id

The ID of the group which is assigned to the conversation

conversation.id

The ID of the conversation

conversation.status

Status of the conversation can either be assigned, resolved or new

conversation.urlURL of the conversation

message.text

The text content of the message received in the automation

metrics.average_wait_time

The average wait time (in minutes) of the assigned group for a reply to be sent to a conversation.

transcript.conv_entire.textTranscript of the entire conversation in text

transcript.conv_entire.includes_private_system.text



Transcript of the entire conversation, including the private notes and system messages in text
transcript.conv_since_last_resolve.textTranscript of the conversation from the time it was last resolved to now in text
transcript.conv_since_last_resolve.includes_private_system.textTranscript of the conversation from the time it was last resolved to now, including the private notes and system messages in text
transcript.conv_entire.htmlTranscript of the entire conversation in HTML
transcript.conv_entire.includes_private_system.html
Transcript of the entire conversation, including the private notes and system messages in HTML
transcript.conv_since_last_resolve.htmlTranscript of the conversation from the time it was last resolved to now in HTML
transcript.conv_since_last_resolve.includes_private_system.htmlTranscript of the conversation from the time it was last resolved to now, including the private notes and system messages in HTML
freshdesk.ticket_urlLink of the ticket created in Freshdesk
freshdesk.ticket_idTicket ID created in Freshdesk Sup


Custom Placeholders

  • To use custom placeholders, you’ll need to first toggle it on from Settings > Advanced Automation > APIs and Custom Placeholders.

  • In this section, we will go over setting up the custom placeholders for the Advanced Automations app. You can learn more about using APIs in the Advanced Automations app here.

  • When you’re setting up an API with authentication requirements, you can use placeholders to make your life easier.



Note: While we offer the Freshdesk integration out of the box for the Advanced Automations app, you can use it with any other product too. Define custom placeholders with the authentication information to use them in APIs as part of an Action.


  • You can use any of the placeholders mentioned above while setting up the API. Custom placeholders can be used as the value property in the content body, username, password, or URLs.

  • You can use any of the existing default placeholders custom placeholders you have set up for the authentication fields to set up the APIs or in the Actions tab.

  • For example, you can set up a custom placeholder for the CRM token (Freshsales, Salesforce, etc.), which you can use to create an API whose content body has a transcript of the conversation. 

  • With this setup, you don’t have to set up the authentication every time. The custom placeholders will take care of it. Similarly, if you wanted to change the CRM account, it gets updated in all the APIs you use if you change it in one place.