*NOTE: This is a BETA feature. Please, make sure to refer your questions to Trengo Support team.
You can connect a vast range of email providers* in Trengo, including your own email server via IMAP. This allows you to combine multiple communication channels in one inbox and empower them with the help of automations and AI.
Time to connect: < 5 minutes
1. Navigate to Settings > Channels > Email and click the + (plus) icon at the top of the page or “Connect Email” button.
2. Click the “Connect email client (Beta)” button.
3. You will be directed to select your email provider. If you are using any other provider than Gmail or Microsoft - click “View all providers”.
4. Click 'Continue' to confirm the connection.
5. Confirm permissions needed for Trengo to make the connection by clicking 'Allow'.
6. After clicking “Allow” you will get to the final step of channel creation in Trengo. Finishing setting up the channel by giving it a name, assigning it to a team or single user.
7. When you’re finished, click on the 'Create channel' button at the bottom of the page.
That’s it! If you see the above pop up that means your email address is now connected and you can use it on the inbox! You can change its settings any time by navigating to Settings > Channels > Email and selecting it from the list of created Email channels.
Note. If you're using Microsoft 365 with two-factor (2FA) or multi-factor authentication (MFA) enabled, please use your app password instead of your regular account password. Microsoft requires this for enhanced account security.
Due to Microsoft’s restriction on access of third-party applications to Outlook accounts, personal or basic Outlook accounts might not work with a simple login in Trengo.
In order to solve this, this article will instruct you how to enable Two-Step verification (2FA) for your Outlook account and generate an app password that you will use to connect and create your channel.
1.Go to the Advanced security options of your Microsoft account.
2. On the top of the page, under Two-step verification, click on “Manage”.
3. Click 'Next' when you see this screen.
4. After activating the two-step verification, it’s important to save the code provided by Microsoft somewhere safe and easy to access in case you lose access to the devices related to this verification. If you lose this code, you might not be able to recover your account in the future.
Now that you have enabled 2FA, you need to generate the app password that you will use to connect and create your channel in Trengo instead of your regular Outlook email password.
1. Go back to the Advanced security options of your Microsoft account.
2. Scroll down the page and click on “Create a new app password”.
3. Advance through the steps on the Microsoft flow. Make sure to read some of the possible implications of generating an app password such as disconnection from older devices or third-party apps.
4. Confirm your password if prompted by Microsoft.
5. Save the app password generated by Microsoft somewhere safe and accessible.
6. Click on “Done”.
That’s it! Now you can create a new channel using your personal Outlook account by using your personal email address, and your generated app password following this guide.
The HelpMate Dashboard is your window into HelpMate activity as you deploy them to assist in handling customer conversations. Currently, you can see up to 30 days of data in the Dashboard for all HelpMates or specific HelpMates.
Please note that only HelpMates published in AutoPilot mode will be tracked in the HelpMate dashboard.
This element shows the total number of conversations containing a message from your HelpMates. This is inclusive of conversations that are escalated to human agents.
This element shows the percentage of conversations that HelpMates have started handling and then passed along to a human agent. The percentage is taken from the total number of HelpMate conversations.
You can see the average number of messages a HelpMate exchanges before escalating the conversation, as well as how long on average the customer spent in conversation with the HelpMate before it reached a point of needing human intervention.
This element shows the percentage of conversations that HelpMates have started and then closed on their own without passing them to a human agent. The percentage is taken from the total number of HelpMate conversations.
You can see the average number of messages a HelpMate exchanges before ultimately closing the conversation, as well as how long on average it took to reach a resolution.
This element shows the percentage of conversations that HelpMates are handling but have not closed yet due to lack of customer response
AI HelpMate handles 50%+ of your customer conversations, so you always keep support and sales moving! To get the most out of your AI HelpMate and start saving your team valuable time, check off each of these steps and build the AI digital teammate that suits your customers best.
With Trengo AI Journeys, you can now create even better conversations and routing for your customers. Its no-code, no-certification setup allows you to start building your own AI Journeys right away. If you need an estimate of how much average time saved when you use AI Journeys, take a look below:
AI Routing - On average 40 seconds saved per trigger
AI Routing identifies and routes the conversation to the right path.
Without AI routing, an agent needs to review each conversation, quickly assess the message, and determine whether they can respond based on their expertise or if it should be assigned to another agent or team. This process applies to reopened conversations, ongoing conversations with a history, and entirely new incoming conversations.
AI Message - On average 20 seconds saved per message
AI converts your prompts into natural-sounding messages in the most relevant language for the conversation.
Without AI message, an agent needs to draft a response to each incoming message. In some cases. They may also need to translate the message into other languages before crafting and sending an accurate response back.
Per AI HelpMate Message - On average 60 seconds saved per message
AI HelpMate helps you to answer questions from customers on autopilot based on added knowledge.
Without AI HelpMate message, an agent needs to identify the question, search relevant documents for the correct information, check potentially the history, and sometimes consult with colleagues to gather additional knowledge. They may also need to translate the message into other languages before crafting and sending an accurate response back.
Per AI Input Collection - On average 15 seconds saved per question
AI input collection gathers information from users through a natural conversation.
Without AI input collection, an agent needs to discover which missing information should be retrieved and should be asked for, or to collect more information to identify the lead. They may also need to translate the message into other languages before crafting and sending an accurate response back.
Condition - On average 15 seconds
Conditions are criteria's that needs to match in order to direct the chatter towards the right path in the journey.
Without conditions, an agent needs to check if the conditions from the chat are true or not.
Label - On average 10 seconds
Labels help you to categorise and filter conversations.
Without labels, an agent needs to click on the labels, identify and select the label that applies to the conversion between a bigger list of multiple labels.
Assign to team - On average 10 seconds
It assigns the conversation to the right team.
Without this, an agent needs to click on teams, identify and select the team that needs to take care of the right team.
Assign Round Robin - On average 15 seconds
Round Robin evenly distributes incoming conversations, to ensure a balanced workload across all team members.
Without Round Robin, an agent needs to monitor every team member's capacity. Checking if they are online/offline at all times and decide to who will be the new owner of handling the incoming conversation.
Close ticket - On average 5 seconds
It closes the ticket.
Without having this automated, an agent needs to check if the conversation has been wrapped up and can be closed.
Jump to step - On average 5 seconds
This action allows you to jump to a specific step in the journey.
Without it, an agent needs to understand that the incoming question should be forwarded to the right team or agent based of the question or new information which arrived in the conversation.
HTTP Action - On average 2 minutes
Use HTTP actions to send data to external services or APIs. The response from the HTTP action can be used in the next steps of the journey.
Without it, an agent needs check the collected data in an external system. Often it is already logged in, uses the search of the right order/booking information and check's the details of the order/booking and based on the gathered information, writes a message back to the customer based of the status.
AI CSAT - On average 20 seconds
CSAT allows you to ask how the customer has perceived the help during the conversation.
Without AI CSAT, an agent needs to paste in a pre-defined message into the editor and submits it. After the response got back in, they need to manually store it in a sheet or list to analyse it and keep the overview.
Contact to group - On average 10 seconds
Add or remove contacts from designated groups based on specific goals, keeping lists targeted and up-to-date.
Agents need to assess each contact's eligibility before manually adding or removing them from groups.
WhatsApp template - On average 40 seconds
Send targeted WhatsApp messages using predefined templates tailored to customer details, ensuring timely and personalised communication.
Agents must search for the appropriate template, add specific customer information, and send it back to the customer. For system-triggered actions (e.g., booking or order confirmations), agents manually locate and personalise the correct template for each interaction.
Wait - no real-time saving
Introduce a controlled delay within the Journey, pausing for a specified time before proceeding to the next step.
Agents naturally experience pauses as they manage multiple customer interactions simultaneously, resulting in “waiting” between tasks.
Journeys is Trengo's no-code customer journey builder that creates full-funnel conversation flows in 70+ languages in minutes, so your team can stop wasting time on admin work and start providing personalised, instant support.
Here are some benefits on using Journeys:
Here are the steps to start using Journeys once you have them available in your account:
1. Check out the Trengo left side bar and click the Journeys icon
2. You will see this screen as the homepage of the Journeys and you may use some of the sample to start the templates but you can also create from scratch. Click 'Create new AI journey'
3. Choose the trigger. Note: once it's chosen and a journey is created, you cannot change the trigger anymore.
4. Once a trigger is chosen, then you can start creating a journey in the canvas
5. Once you choose 'Select channels', you can now start building the journey
6. Start adding the action as you go along, you can choose the actions provided in the menu:
7. Each and every action has a different function. The action is self-explanatory, for example, 'Send AI message', it will mean that we will send a greeting that's AI-powered. Let's use that as an example:
Once you choose the action, it will trigger a dialogue box on the right side of the journeys where you can fill your criterial for this particular AI message. We also have some examples for your inspiration. Once you're good to go with the instruction, don't forget to click 'save.
8. Click the + button to add more action in your journey. In this example, we'll use 'AI input collection' and you fill the right side column as well.
Once you click 'Save', you need to think of the next action. What should happen after the user input the post code? Do you have a specific team to assign or would you ask more question? In this example, after asking the postcode we'll assign it to the team who handles logistics. So, let's add one more action.
9. Click 'Assign to team'. Choose the assigned team on the dialogue box and to end the journey, click Save. You will see the 'End' at the bottom as per the picture below
You can test the journey by clicking the 'Play' button on the top right
Once you clicked them, you will see a dialog box appear on the right side of your screen. In this box, you will be able to test out your own journey before publishing it. It's placed on the side of the journeys so you can easily adjust the action as needed.
Once you're good to go with the playground, you can click 'Publish changes'
There you have it! Your first journey has been created.
If you need a video guidance, you can watch our CPO, Patrick, explained Journeys in details here.
AI Labeling in Journeys is a new feature that automatically categorizes conversations, allowing you to streamline your support process while enhancing lead generation efforts. It provides analytics on the types of products most frequently requested during chats (interested prospects/leads), enabling you to gain a comprehensive analysis. By analyzing closed conversations and tagging them with relevant labels, this helps you organize topics, prioritize responses, and gain valuable insights into recurring issues. With AI Labeling, you can save time, improve efficiency, and make better decisions based on data-driven insights.
How to use AI Labeling
Step 1: Go to Journeys and select the “Conversation closed” trigger:
Step 2: Add a Label Group with the following details:
Group Name: Define the topic or category.
Group Description: Provide the AI model with a short explanation as a prompt about what the labels in this group represent, such as 'Analyze the sentiment' or 'Identify which products or services the chatter is interested in.
Action: Add the labels which are matching the label group.
Step 3: Decide whether only one label from the group can be tagged or if multiple labels from the group can be applied.
Step 4: Save the Journey with AI labeling as action and let the system analyze all closed conversations to identify matching topics.
AI Labeling Dashboard Insights
You can access your AI Labeling data in Journeys side dashboard, which provides an overview of the most frequently analyzed topics. This dashboard makes it easy to spot trends, such as an increase in questions about specific products or recurring issues with services. These insights allow you to take meaningful action, whether it’s improving your support content, adjusting internal processes, or proactively addressing customer pain points.
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AI Labeling is an essential tool for any team looking to enhance their support and sales operations. By automating the labeling process and delivering clear insights, it helps you stay organized, make informed decisions, and better understand your customers’ needs.
As the landscape of customer support evolves, we are excited to that you’d like to have better conversations with your customers with Trengo AI. This article outlines how we charge our Trengo AI services, particularly AI HelpMate: Autopilot and Suggested Replies.
Overview of AI Billing
AI HelpMate's billing consists of two primary components: usage included in your subscription plan and usage that’s billed & charge outside of your plan. Each aspect is designed to provide flexibility and clarity to you as you continue to use Trengo AI. Let’s check out these components.
Trengo offers various plans (Trial, Essentials, Boost, Pro), each with different limits on the number of included AI HelpMate Suggested Replies conversations. You can easily track your usage of Suggested Replies conversations on the HelpMate page in your product.
During the trial period, you can access both Suggested Replies and Autopilot. Your trial is limited to 100 conversations, encompassing Playground messages, Autopilot, and Suggested Replies. Once this limit is reached, you must subscribe and choose one of the plans between Essentials, Boost, Pro or Enterprise to continue using AI HelpMate.
In the Essentials plan, you can use Suggested Replies but you do not have access to Autopilot. To use Autopilot, an upgrade to the Boost plan is necessary. You will see this screen in the setting page:
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Included Suggested Replies Conversations in the Essentials plan:
Playground messages remain included. After exhausting your included Suggested Replies conversations, you will incur charges that will be deducted from your balance.
The Boost plan allows you to leverage both Autopilot and Suggested Replies.
Included Suggested Replies Conversations in the Boost plan:
Playground messages are included. Once the included conversations have been used, charges will apply for additional usage, deducted from the balance. All Autopilot conversations will also incur charges, deducted from the balance.
If you are on the Pro plan, you can also enjoy both Autopilot and Suggested Replies, and you will have more included conversation compared to the Trengo Boost plan.
Included Suggested Replies Conversations in the Pro plan:
As with the other plans, Playground messages remain included. After using the included conversations, additional charges will be deducted from the balance for both Suggested Replies and Autopilot conversations.
Billing for HelpMate involves several key points:
If you are using Autopilot and Suggested Replies, the cost will be deducted from your balance from the start. While Suggested Replies will incur charges once you have exhausted your allotted amount. The surcharge will depend on your subscription plan:
Charges:
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At Trengo, we strive to offer transparent and flexible billing options that meet the needs of our customers. Understanding these billing structures ensures that users can fully utilise our AI capabilities without any surprises.We encourage to always monitor the balance and top it up when necessary, especially if you’re actively using Trengo AI.
Managing AI surcharges is easy in Trengo. Ensure you have sufficient balance, as it will be deducted for AI usage. You have the option to:
We recommend committing to a balance with a linked payment method to simplify administration and ensure smooth ongoing usage.
A Trengo HelpMate is a digital teammate who can take over customer conversations or suggest answers for your agents. You provide the HelpMate with knowledge resources and assign it behaviours that fall in line with your brand’s tone of voice.
You can locate the AI menu in the black left sidebar. To activate the AI module, follow these steps:
Adding Facebook to your Trengo inbox will allow you to manage all incoming Facebook conversations, mentions, and comments directly in Trengo.
ℹ️ Do note you need to be an admin of that Facebook page you’d like to add.
Follow the steps below to connect your Facebook page to your Trengo inbox.
1. Navigate to Settings > Channels > Facebook and click ‘Connect Facebook;
2. You will be redirected to the Facebook login page. Log in with the Facebook account you have administrator rights to the Facebook page;
3. Select the Facebook page you like to connect to Trengo, and click ‘Next’;
4. Enable all permissions and click ‘Done’;
5. Click ‘OK’;
6. Configure and create your Facebook channel;
1. Internal name: The name of your Facebook channel.
2. Teams: Choose the teams that have access to the channel.
ℹ️ If you want different teams to handle the different types of messages, you can create two separate Facebook channels: one for Private Messages and one for Facebook comments.
3. Connected account: Here you can find the user who connected the Facebook page.
4. Facebook page: Select the Facebook page you connected.
5. Create channel: Click this button when you’re done configuring the channel.
Now you’ve created your channel, you can go ahead and configure the Facebook channel further.
8. Configure your Facebook channel and scroll down to enable or disable different features;
1. Facebook page: The Facebook page connected to this channel.
2. Connection: In case you change your Facebook password, you can reconnect your Facebook page here. This is also recommendable, in case you experience issues with your Facebook channel.
3. Private messages: Enable or disable the option to receive Facebook’s private messages in Trengo.
4. Feed messages: Enable or disable the option to receive comments on your Facebook posts in Trengo.
Do not forget to click ‘Update channel’, and you’ve now connected your Facebook page! It is also possible to connect your Instagram Business account to your Trengo inbox.
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