Shortcut

this document provides a comprehensive guide to one of the seven sources used within the flow builder, detailing their functionality, configuration options, and potential applications each source is paired with practical use cases, best practices, and frequently asked questions to enhance your understanding and enable efficient implementation the sources form the backbone of automated workflows, allowing for dynamic triggers and streamlined processes in communication and enquiry management flow type 5 shortcut description triggered when a predefined shortcut is activated by the user or system trigger conditions shortcut name specify the shortcut that activates the flow user tag trigger shortcuts based on user segmentation practical use cases quick responses use shortcuts for frequently asked questions workflow automation trigger specific workflows, such as creating an enquiry or updating user data internal notifications notify team members when a specific shortcut is activated best practices name shortcuts clearly for ease of use train team members on available shortcuts and their usage regularly update shortcuts to align with changing business needs faqs can i trigger a shortcut from within another flow? yes, you can use the “run flow” action inside a flow to call another shortcut based flow, allowing for modular automation what happens if multiple shortcuts are triggered for the same user? each shortcut will activate its associated flow independently if they conflict, ensure proper conditions or delays are added to manage behavior can i restrict shortcut access to certain user roles? yes, you can control shortcut visibility and access based on user roles or permissions in the platform settings can shortcuts be scheduled to run at specific times? while shortcuts themselves aren’t scheduled, you can combine them with scheduled flows or triggers like “wait action” to simulate scheduled behavior are there analytics available for shortcut usage? yes, you can track shortcut usage through flow logs analytics to measure frequency and engagement can i rename a shortcut after it’s been created? yes, shortcuts can be renamed anytime from the shortcuts management interface just ensure any flows referencing the old name are updated accordingly what if a shortcut is no longer in use? you can disable or delete the shortcut from the admin panel deleting it will also prevent its trigger from functioning in flows how do i test a shortcut before making it live? you can create a test user segment and trigger the shortcut manually to simulate real interactions can the shortcut trigger send a template message? yes you can configure it to send pre approved whatsapp templates, ensuring compliance and consistency are shortcut flows faster than regular flows? shortcuts are designed for speed and efficiency, especially in internal workflows, but performance depends on the actions and conditions used inside the flow