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Action Operators

Learn about the operators that are present on the switch and branch actions

Bryce DeCora avatar
Written by Bryce DeCora
Updated over 3 weeks ago

Overview

You have the option of many different operators. Each operator automatically tries to convert the input into the expected type for comparison. In short, the left value, right value and operator are very smart.

Comparing Numbers

If you have numbers you're trying to compare, you should probably use the following operators:

  • LessThan

  • GreaterThan

  • LessThanEqual (less than or equal to)

  • GreaterThanEqual (greater than or equal to)

  • Equal

  • NotEqual

Comparing Dates

If you're comparing dates, you should likely use the following:

  • Date After (LEFT VALUE date is after RIGHT VALUE)

  • Date Before (LEFT VALUE date is before RIGHT VALUE)

  • Date Equal (LEFT VALUE date is equal to RIGHT VALUE)

Comparing Text

When comparing text, you'll want to pay extra attention to:

  • Contains

  • DoesNotContain

  • Equal

  • NotEqual

  • Starts With

  • Ends With

Looking at Value of Field

When determining if a field contains a value, you'll want to pay extra attention to:

  • IsEmpty

  • IsNotEmpty

  • Contains

  • DoesNotContain

  • Equal

  • NotEqual

Examples

  1. Our Medspa business is running ads for 3 different services concurrently. When they fill out the form for the ad, we are sending them all into the same bot that has a different conversation depending on which ad they clicked on.

    We create a Switch without using AI, and in the LEFT VALUE we add the variable for Contact.Tags.

    We now want to sort the contacts into the three categories; Botox, Laser Hair Removal and Microdermabrasion based off of the tags with the same names.

    Case 1:
    Operator: Contains
    Right Value: botox (this is typed into the right value box)

    Case 2:
    Operator: Contains
    Right Value: laser hair removal (this is typed into the right value box)

    Case 3:
    Operator: Contains
    Right Value: microdermabrasion (this is typed into the right value box)

    We would want to use "Contains" in this area because Contact.Tags will return a list of all of the tags that the contact has, separated by spaces. If the contact has more than one tag, "Equals" would not work because their tag set would look something like:
    "new lead botox fb ad"

  2. Our HVAC repair company services an area within 100 miles of their address. When a lead comes in, we want to know if that lead is within our service area.

    We ask for their address using an Objective and update that to their contact record in our CRM.


    Next we use the Check Distance Action and type our business's address in the Origin field and use the variable "+" Contact.Full Address, which pulls the address we collected from the previous Objective, inside of the Destination field.


    Finally we sort the contacts depending on whether they are within our service area or not by using a True/False that is not using AI.

    Left Value: Check Distance.DistanceMiles (found in the Variables "+" under Nodes)
    Operator: LessThanEqual
    Right Value: 100 (the maximum distance we are willing to travel)


    Check Distance.DistanceMiles variable will return a number like 53.27 so since we are comparing two numbers, we will use operators from the Compare Numbers set.

    If the evaluation is True, the contact will move through the True line and book an appointment. If it is false, they will move down the False line and get a disqualification message.

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