Send Chat Automation Action
The Send Chat action automatically sends messages through OpenLuxe's chat system when triggers fire. Ideal for team notifications and quick updates.
Recipient Options
Owner: Send to the kanban board owner.
Assigned User: Send to the card's assigned user.
Specific User: Send to a specific team member.
Contact User: Send to the OpenLuxe user associated with the linked contact.
Linked Contact: Create or continue a chat with the linked contact.
Board Member: Send to any member with board access.
Existing Chat: Send to an existing chat conversation.
Message Types
Static Message: A fixed message you define.
AI-Generated Message: Let AI craft a contextual message based on the card and trigger.
Configuration Options
Message Content: The chat message to send. Supports template variables.
AI Prompt (for AI-generated): Instructions for AI message generation.
Chat Type:
- Direct message (1:1)
- Group chat
Template Variables
Same variables as email action:
{{card.title}},{{card.description}}{{contact.name}},{{contact.email}}{{user.name}},{{list.name}}
Example Configurations
Team notification:
To: board_member (all)
Message: 📋 Card moved to Review: {{card.title}}
Assigned to: {{assignee.name}}
Deal update:
To: owner
Message: 💰 Deal {{card.title}} is now worth ${{card.deal_value}}
AI-generated follow-up:
To: contact_user
AI Prompt: Write a friendly follow-up message about their inquiry. Reference the card title and any relevant details.
Async Execution
Chat actions run asynchronously:
- Trigger completes immediately
- Message queued for delivery
- Appears in chat within seconds
- Notifications sent to recipients
Best Practices
- Be brief: Chat is for quick updates
- Use mentions: @mention for urgency
- Context matters: Include card link or title
- Don't spam: Limit automated messages
- Test AI messages: Verify tone and content
