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Playbook: Stay GDPR Compliant with Intents

Updated this week

πŸ” What Are Intents?

Intents are powerful conversation triggers that detect when a customer expresses a specific need or interest β€” such as wanting a discount, asking about a product, or being ready to purchase. When an intent is caught, it can automatically trigger a flow, helping you guide the customer towards conversion.

🎯 Goal of This Playbook

Use Un-subscription Intents to stay GDPR compliant by:

  • Detecting opt-out signals immediately and accurately

  • Minimizing poor experience of not being able to opt out

  • Ensuring proper consent management and documentation

  • Maintaining customer relationships where possible


πŸ’‘ Use Case: Smart Un-subscription Management

Customers often express unsubscribe intent with phrases like:

  • "Unsubscribe me"

  • "Stop sending me messages"

  • "I don't want these anymore"

  • "Remove me from your list"

  • "Too many messages"

These are critical compliance signals that require immediate, proper handling.

With Intents, you can catch these requests and respond in a way that's both GDPR compliant and relationship-preserving.

πŸ”§ Step-by-Step Setup

Creating the Un-subscription Intent

  1. Navigate to the "Intents" page and click create new

  2. Define a generic sentence that represents unsubscribe intent, e.g. "I want to unsubscribe from your messages"

  3. Use the "Generate samples" button to let our AI help you create more example phrases like:

    • "Stop these notifications"

    • "Remove me from your list"

    • "I don't want to receive messages anymore"

    • "Unsubscribe please"

    • "Too many messages, stop"

  4. Edit and add more phrases as needed - the more comprehensive, the better the detection

  5. Click Save when you're satisfied with your intent

Creating the Compliance Flow

  1. Use the un-subscription intent as the trigger for your flow

  2. Acknowledge the request: "Do you really want to unsubscribe?", and provide an alternative to unsubscribing: β€œDo you really want to unsubscribe?” β†’ β€œNo” β†’ β€œThat’s great, we’d love to you updated on exclusive offers!”

  3. If customer still wants to unsubscribe: β—¦ Process the opt-out in your system β—¦ Send confirmation: "Thank you, you have successfully unsubscribed from our Whatsapp newsletter"

  4. Optionally, ask for brief feedback: "We’re sad to see you leave. Could you let us know why you no longer want to receive messages from us?"

Example of Opt-out Flow:

Zoom in:

πŸ“ˆ Benefits

  • GDPR Compliance: Automatic handling of opt-out requests

  • Relationship Preservation: Offer alternatives before full unsubscribe

  • Legal Safeguard: Proper documentation of consent withdrawal

  • Customer Satisfaction: Respectful, quick response to preferences

  • Reduced Complaints: Proactive management prevents escalation

βœ… Best Practices

  • Respond to unsubscribe intents within seconds, not hours

  • Offer preference adjustment options first

  • Make the full opt-out process simple and immediate

  • Keep records of all opt-out requests with timestamps

  • Train your AI with various ways people express unsubscribe intent

  • Test your flow regularly to ensure compliance

  • Ask for brief feedback motivating the un-subscription (optional)

πŸ”š Wrap-Up

By using un-subscription Intents smartly, you turn potential compliance risks into opportunities for better customer relationships. Each intent you catch ensures you're respecting customer preferences while staying fully GDPR compliant - protecting both your customers and your business.

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