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Inbox Automations
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Inbox Automations
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Bots Overview
Bots let you automate responses to Inbox messages. Find them in Database → Bots. There are four types of bots you can create: Agents 🤖 An SMS and web bot empowered to communicate with constituents and complete tasks on your behalf. 📖 Fu...
Updated : 25 Jun 2025
Agents
Agents are one of the four types of bots you can create in Slate. They are distinguished from other Slate bots by their ability to autonomously carry out and resolve Inbox and Deliver communications. Agents are: 📖 Knowledgeable: Agents...
Updated : 25 Jun 2025
AI Chat Bots
AI chat bots are one of the four types of bots you can create in Slate. Available for both SMS as well as web embedding, these bots scour online sources that you provide. Creating an AI chat bot To create an AI chat bot: Go to Database →...
Updated : 25 Jun 2025
Q&A Chat Bots
Q&A chat bots are one of the four types of bots you can create in Slate. They are the oldest type of bot and are the most rudimentary, but can nonetheless be effective. Creating a Q&A chat bot To create a Q&A chat bot: Go to D...
Updated : 25 Jun 2025
Reply Bots
Reply bots are one of the four types of bots you can create in Slate. When associated with SMS messages, they can complete actions in Slate. Actions Reply bots receive reply codes and take actions . When the bot receives a reply code, li...
Updated : 25 Jun 2025
Automate Inbox Message Status (Resolve / Open)
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Resolve rules allow you to automatically mark a message as Resolved or Open. Messages will remain open until they a...
Updated : 02 Apr 2025
Automate Inbox Notifications
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Notification emails can be sent to notify users of specific types of emails. For example, if you want to alert user...
Updated : 20 May 2024
Automate Inbox Assignments
ser/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Assignment rules allow you to assign a message to a Role and/or User. 🔔 Important! Messages cannot be sent i...
Updated : 20 May 2024
Automate Inbox Automatic Replies
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Automatic Reply rules send a response to the sender of the message automatically. Just as with other rules, you are...
Updated : 20 May 2024
Automate Inbox Processing (Star / Flag)
User/Role assignment, automatic replies, staff notifications, and status updates can all occur automatically using the Rules Editor. Resolve rules allow you to automatically mark a message as Resolved or Open. Messages will remain open until t...
Updated : 20 May 2024
Managing Junk Mail in Inbox
Messages that come into Inbox can be batch-managed or manually marked as Junk and automatically be routed to the Junk folder in Inbox upon receipt through spam filtering or by configuring a Message Inbox rule in the Rules Editor. Spam Filtering ...
Updated : 19 Sep 2024