> For the complete documentation index, see [llms.txt](https://help.windmillsoft.kr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.windmillsoft.kr/en/simplychat/salesforce-setup-guides/setting-up-auto-response/auto-response-setup-guide.md).

# Auto-Response Setup Guide

**Creating Auto Response Records**

* Go to the \[App Launcher] > Type 'Simply Chat' > Select \[Simply Chat] > \[Auto Response].
* Click \[New] to create individual records.
* Click \[Import] to create records in bulk using auto-response data in CSV format.

<figure><img src="/files/3Ad68Qz7vdDnwLc8bqN8" alt=""><figcaption></figcaption></figure>

### Auto-Response Field

<table><thead><tr><th width="203.33333333333331">Field Name</th><th width="444">Description</th><th data-type="checkbox">Required</th></tr></thead><tbody><tr><td>Response Name</td><td>Enter a name to distinguish the record.</td><td>true</td></tr><tr><td>Type</td><td>Set the response type for the record.</td><td>true</td></tr><tr><td>Upper Step</td><td>Set the previous or parent record for this record.</td><td>false</td></tr><tr><td>Button Type</td><td>If the Kakao Type is Button, set the type of the button.</td><td>false</td></tr><tr><td>Message</td><td>Enter the message that will be displayed to the customer.</td><td>false</td></tr><tr><td>Priority</td><td>Specify the order when multiple records are displayed on one screen. (Vertical direction)</td><td>false</td></tr><tr><td>Kakao Type</td><td>Set the action for this record.</td><td>true</td></tr><tr><td>Active</td><td>Select the activation status for this record.</td><td>false</td></tr><tr><td>Channel</td><td>Select the messenger channel to link with this record.</td><td>true</td></tr></tbody></table>

### Type

* Set the response type for this record.

<table><thead><tr><th width="242">Field Value</th><th>Description</th></tr></thead><tbody><tr><td>Chatbot Response</td><td>Select additional buttons and text to be used besides the ones listed below. (Default settings)</td></tr><tr><td>LunchTime</td><td>If it's lunchtime, here's the message that will appear on the screen.</td></tr><tr><td>NotOPTimeAR</td><td>Select if this is the header for auto-response during non-business hours.</td></tr><tr><td>End Notice</td><td>Here is the message that will be displayed on the screen upon automatic closure.</td></tr><tr><td>Outside of Office Hours</td><td>Here is the message that will be displayed on the screen during non-business hours.</td></tr><tr><td>Authorization Request</td><td>Here is the message that will be displayed on the screen when the user clicks the authentication request button on the chat screen.</td></tr><tr><td>Authorization Completed</td><td>Here is the message that will be displayed on the screen when customer authentication is successfully completed.</td></tr><tr><td>End Chat</td><td>Here is the message that will be displayed on the screen when the user clicks the chat end button on the chat screen.</td></tr><tr><td>Restart Chat</td><td>Select if this is the button to restart the chat after it has ended and the message that will be displayed on the screen when the button is clicked.</td></tr><tr><td>New Chat</td><td>Button to start a new chat and the message displayed when the button is clicked.</td></tr><tr><td>Prev</td><td>Go back to the previous screen.</td></tr><tr><td>First</td><td>Go back to the beginning.</td></tr></tbody></table>

### Button Type

* If the Kakao Type is Button, then set the type of that button.

<table><thead><tr><th width="237">Field Value</th><th>Description</th></tr></thead><tbody><tr><td>Link</td><td>Display the web browser on the screen with the URL address written in the message.</td></tr><tr><td>Select</td><td>These are the buttons that the customer can choose from.</td></tr><tr><td>Connect to Agent</td><td>Connects the user with the customer.</td></tr></tbody></table>

### Kakao Type

* Sets the action for this record.

<table><thead><tr><th width="246">Field Value</th><th>Description</th></tr></thead><tbody><tr><td>Button</td><td>Buttons will be displayed on the screen so that the customer can proceed with the next action.</td></tr><tr><td>Button (Include Header)</td><td>This feature is currently not in use.</td></tr><tr><td>Link</td><td>Display the web browser on the screen with the URL address written in the message.</td></tr><tr><td>Text</td><td>The text written in the message will be displayed on the screen.</td></tr></tbody></table>

### Creating Auto Response Records Considerations

When creating Auto Response records through import, it's important to follow these steps to ensure all data depths are applied and saved

1. **Multiple Iterations**: Due to the complexity of data import, you may need to execute the process multiple times to fully apply and save all data depths.
2. **External Key Field**: Use the External Key field to prevent duplicates and ensure unique record storage. This field can also be utilized in the Upper Step field for referencing and organizing your data hierarchy.

By carefully managing the import process with these considerations, you can effectively organize and store Auto Response records without encountering duplication issues.


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