How to setup business hours auto responder
Video guide
Learn how to automate customer communications based on your business hours. In this guide you'll learn:
- Why automated responses help set customer expectations
- Setting up your business hours, time zones, and holidays
- Selecting and customizing autoresponse templates
- Creating conditional flows for in and outofoffice responses
- Configuring triggers and agent assignments
- Testing and publishing your autoresponder
Step-by-step guide
This automation helps you professionally manage customer expectations by sending custom responses during and outside business hours, while efficiently routing conversations to your team.
Step 1: Open Admin Settings
- Launch the Bird app and go to Admin settings.
- This is where you'll define your business hours and set up the auto-responder.
Step 2: Define Your Business Hours
- Navigate to the Support tab.
- Click AI, Rules & Automation, then select Business Hours.
- Click Add Business to create a new business hours schedule.
- Give your business hours a unique name so you can easily identify it later.
Step 3: Set Your Schedule
- Use the toggle to manually adjust business hours for each day.
- To add a holiday, click Add Holiday.
- Enter a name and select the date using the calendar icon (e.g., April 18, 2025).
- Repeat to add more holidays or click the trash can icon to remove any unnecessary ones.
- Click Save to finalize your business hours setup.
Step 4: Create the Auto-Responder Workflow
- Head over to the Workflows product.
- Go to Template Flows and select Business Hours Auto-Responder.
- Click Save to my library to begin editing the workflow.
Step 5: Configure Your Flow
- Switch to Tree view for a clearer layout of your journey.
- In the Trigger details panel, configure the channel and participants.
- Select the Business Hours step and choose the schedule you created earlier.
Step 6: Edit Auto-Responder Messages
- After applying your business hours, continue to the next step.
- Customize the message that will be sent during business hours and another for outside of business hours.
- You can edit message content directly from the step details panel.
Step 7: Finalize and Launch
- Review your setup and make any final adjustments.
- Once you're ready, activate the workflow to start automatically responding to customers based on your availability.