Messaging Activities

The following table describes the details of the various Messaging activities supported in the Workflow Canvas:

Table 1. Messaging Activities
Activity Name Icon Description

Create chat stream

Create chat stream activity

This activity creates a new chat stream for a chat conversation.

Send chat message

Send chat message activity

This activity sends a chat message to all users in an existing chat conversation or creates a new conversation to send a direct message to selected users. The content type of the message is commonly text or HTML, but other advanced options are available, including Action Card, Location, Missed Call, Voicemail, or System Message.

Ask

Ask

This activity sends a question to an existing chat conversation and returns the answer received. A timeout value can be configured to complete the activity if an answer is not received within the timeout period (default is 60 seconds).

Add participant

Add participant activity

This activity adds one or more participants to an existing chat conversation. The users can be added as guests or full participants. If the participant is not added as a guest, it is validated as a CloudLink user or client.

Tag chat

Tag chat activity

This activity adds tags to an existing conversation.  Tags can be used to categorize chat conversations.

Delete chat

Delete chat activity

This activity deletes an existing chat conversation.  Messages will no longer be accepted for chat conversations.

Create chat transcript

Create chat transcript activity

The contents of an existing chat conversation can be captured in HTML format. This activity allows you to select the number of days for the transcript.
Note: The workflow creator must be a member of the conversation to use this activity.

Create or update attachment

Create or update attachment activity

This activity allows the workflow to add a new attachment to a chat conversation or update an existing attachment. The name and type of attachment can be specified. A URL can be configured to retrieve the attachment. It can be specified in the activity as a Base64-encoded buffer.
Note: The workflow creator must be a member of the conversation to use this activity.

AI Chat Assistant

AI Chat Assistant activity

This activity uses a Large Language Model AI bot within a CloudLink chat flow.

Route to MCX

Route to MCX activity

This activity routes an incoming chat message to MCX from an external chat message provider. It should be used with a Generic MCX Chat integration.