Flexito OmniAI Mobile App
Discover how the Flexito OmniAI mobile app can transform your customer interactions. From managing live chats and automating conversations to handling tickets and notifications, this app offers seamless integration with your existing systems. Learn how to download, set up, and ut
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Discover how the Flexito OmniAI mobile app can transform your customer interactions. From managing live chats and automating conversations to handling tickets and notifications, this app offers seamless integration with your existing systems. Learn how to download, set up, and utilise its features to enhance your business communication.
Flexito OmniAI has launched mobile apps for Android and iOS. This guide will help you seamlessly integrate and use the mobile app with Flexito OmniAI.
Switch in the flow builder (#UChatMobileApp-Switchintheflowbuilder)
Switch in the live chat (#UChatMobileApp-Switchinthelivechat)
Switch in the mobile app (#UChatMobileApp-Switchinthemobileapp)
With the Flexito OmniAI mobile app, you can:
Assign conversations to yourself or team members to build an efficient ticketing system. This integrates seamlessly in the flow builder with the "assign team member" action.
Easily pause or resume automation and switch between the inbox and done folder to keep track of tickets.
Re-engage with customers by sending template messages, SMS, or emails to those outside the 24-hour window.
Manage contacts effortlessly: Access contacts from various social channels in one place, filter them by tags, custom fields, or channels, and edit tags or user custom fields.
Control push notifications: Easily turn notifications on or off and select your preferred ringtone to stay connected with your contacts.
Let's explore each feature in detail.
Download the Flexito OmniAI Mobile App
You can download the mobile app using the links below or by searching "Flexito OmniAI live chat" in the App Store or "Flexito OmniAI" in Google Play.
iOS download link: Apple App Store ()
Android download link: Google Play Store ()
Download the Non-Flexito OmniAI Branded Mobile App - For Flexito OmniAI Partners Only
Flexito OmniAI provides partners with non-branded mobile apps for free, featuring the same capabilities as the main app.
You can download or direct users to download the white-label mobile app using the links below:
Android download ()
iOS download ()
For Android devices, you can also download the APK file directly from here ().
Features of the Mobile App
Set Up Your Live Chat Settings
Your live chat settings determine whether chats are directed to our mobile apps or other integrated web chat platforms.
To configure, go to your current channel settings and select "Live Chat." You'll see the following options:
Flexito OmniAI not only provides mobile apps for live chat management but also plans to support other web chat platforms in the future.
Here, you can choose mobile apps, and conversations will be directed to our mobile applications.
For SMS and email profile settings, Flexito OmniAI mobile apps allow outreach to users outside the contact window (24-hour window for Messenger, Instagram, WhatsApp; 30 days for Google Business Messenger, etc.).
If your SMS and email providers are set up, you can send messages to users via mobile apps and our live chat window.
Assigning Conversations
Assign Conversations in the Flow Builder
Using the "Talk to Human/Pause Automation" action in the flow builder pauses the bot and activates live chat.
Find the "assign to agent" action in basic actions, then select the team members you want to assign.
Create rules to assign conversations when a user "pauses the notification." For example, use "Split" to randomise and allocate conversations or tickets.
Assign conversations based on time and day of the week.
You can also assign conversations based on user selections within the bot, such as reaching different business departments.
Assign Conversations in the Live Chat Window
In the live chat window, check "unassigned," "all," and conversations assigned to you.
In the unassigned conversation section, click the "icon" in live chat to assign the conversation to a team member.
Assign Conversations in the Flexito OmniAI Mobile App
In the mobile app, select "unassigned" conversations from the top right corner.
This will display all unassigned conversations. Swipe left on a conversation and select "assign" to allocate it to a team member.
You can also click into a conversation and select the "..." at the top bottom right for more options.
Then select "Assign" and choose a team member.
Switch Between Inbox & Done Folder
The inbox and done folder help organise conversations. Mark a conversation as done when the ticket is resolved.
Switch in the Flow Builder
Use "mark conversation open" and "mark conversation done" actions in basic actions to move conversations between the inbox and done folder. Note: This is independent of pause/resume automation.
Switch in the Live Chat
In the Flexito OmniAI desktop live chat window, click the icon below to mark a conversation as done.
Click the inbox dropdown to switch to the done folder for all conversations.
Switch in the Mobile App
Switch between inbox and done directly from the navigation, as shown below:
When viewing a conversation, find "Reopen" and "Done" at the top of the navigation to easily switch between folders.
Pause/Resume Automation
Using the "pause automation" action in the flow builder forwards all messages to your selected live chat solution, including the Flexito OmniAI mobile app.
In detailed conversations, you'll find options to "pause" or "resume" automation.
Paused conversations are marked with a "pause" icon in the conversation list.
As an agent, replying directly to a user within the engagement window pauses automation for 30 minutes by default, with the option to extend.
After the pause period, the user will return to chatbot automation.
Sending a subflow to the user will automatically return them to the chatbot after receipt.
Live Chat with Customers
During live chats, you can send chat messages, SMS, and emails if the contact details are available.
You can also send images, files, and even take pictures with your camera.
Flows can also be sent directly in the live chat.
Canned responses, or shortcuts, can be sent directly in the live chat.
First, set up all shortcuts in Flexito OmniAI.
Once shortcuts are set up in Flexito OmniAI, you can select and use these canned responses in the mobile app for notes, chats, emails, and SMS.
In the live chat conversation window, you can update the email or phone number and hide messages from the bot.
Hiding bot messages will only display live chat interactions with contacts, concealing bot-engaged conversations.
Easily Manage Contacts
Managing contacts in your chatbot is straightforward.
Point 1: Under each contact, you'll find icons indicating the user's gender, email, or phone number status.
A social channel icon is also located at the bottom right of the contacts.
Point 2: The last engagement time with the user is displayed. Note that different social channels have varying contact windows.
Point 3: Filter contacts using various criteria.
Filter contacts by tag, custom field, channel, phone number, email, interaction within the 24-hour window, or opt-in status for email or SMS.
Clicking on a contact provides more detailed information.
In the general tab, you'll see the phone number, email, creation time, subscription time, last interaction time, last seen, and opt-in status for email and SMS.
Easily update phone numbers and emails.
Switch between tabs to view notes, tags, and custom fields. You can delete tags or modify user custom fields.
Click the green chat icon at the bottom right to start a conversation with the contact.
Initiate a conversation with the user, or send SMS or email if they are outside the contact window.
Manually pause automation directly under the contact profile image.
Push Notifications
When live chat is set to mobile apps, "pause automation" stops automation, and subsequent messages trigger live chat in your mobile app.
As long as you remain logged into the mobile app, you'll receive push notifications for live chats.
Clicking on a notification takes you directly to the conversation.
Easily toggle push notifications on or off.
Manage push notification settings in the settings menu.
An action in the flow builder allows you to trigger push notifications to the mobile app or a third-party live chat agent.
This action is located under Notifications.
This will send push notifications to the live chat solution selected in the live chat settings.
Selecting the mobile app sends push notifications to the app, while selecting Intercom sends them to Intercom.
Note: Mobile app push notifications are based on agent assignment, so only the assigned agent receives the notification.
Switch Workspaces/Bots
Flexito OmniAI allows you to create or join multiple workspaces. Easily switch workspaces and chatbots from the settings.
Switch Language You can easily switch between supported languages:
English
Chinese
French
Portuguese
Spanish
Make changes as shown in the screenshot below.
Submit Suggestions or Bugs If you encounter bugs or have suggestions for improvements, submit them in the feedback section.