Say
Reference documentation for using the Say action
Written By Support Channel
Last updated Over 1 year ago
Overview of the Say action
The Say action allows a workflow to send a message to a user. Unlike the Ask action, it does not wait for a response.
Understanding the Say action
The Say action is used to communicate with users within a workflow by sending them a simple message in a chat client. It does not pause the workflow or take any user input.
Chat Client Instance
Select the Chat Client instance where the message will be sent to
User Email
Enter the email address of the user who should receive the card. This must be a valid user within the selected Chat Client instance.
Message to Send
The message that the action will send to the user.
Create and manage Say actions
Add a Say action
Add the action
Use the following steps to add the action to a workflow.
How to add an action to a workflow
How to add an action to a workflow
Click the ‘plus’ symbol on the workflow path at the point you want to insert the action. This opens the action menu slide-over.
Either:
Search for the action using the Search field above the actions in the menu.
Locate a Recently Used action in the top section of the menu.
Navigate to the action within menu: Core actions are listed under Actions, while Plugin actions are contained within their associated integration.
Select the desired action to insert it. This reveals the action’s configuration panel.
Use the Name field to name the action. This can help users to understand your workflow at a glance. (optional)
Use the Description field to add information describing the action. This can help users wanting to understand how your workflow functions (optional).
Configure the action
Use the following steps to configure the action.
Set the Chat Client Instance, User Email and Message to Send fields.
Click back in the main view to hide the slide-over.
Delete a Say action
Use the following steps to remove the action from your workflow:
How to remove an action from a workflow
How to remove an action from a workflow
Access the workflow in draft mode to edit it.
Either:
hover your mouse cursor over the action, and then click the red cross that appears over the top-right corner of the action to delete it. Or:
click on the action to open the action slide-over. Click the red 'Delete Step’ button to remove the action from your workflow.
Click Publish in the top-right to commit your changes.
Take care when deleting an action to also remove any logic using its outputs: workflow steps may function incorrectly or break if they attempt to evaluate an output of a deleted action.
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