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🤖 Bots (Chatbots)

Configure intelligent chatbots to serve customers 24/7, qualify leads and automate conversation flows.

📋 What are Bots?

Bots are virtual assistants that conduct automated conversations: Difference from Automations:
  • 🤖 Automations: 1 action per trigger
  • 💬 Bots: Complete conversation with multiple interactions
Example:
Qualification Bot:

1. Bot: "Hello! How can I help?"
2. Customer: "I want to buy"
3. Bot: "Great! Which product interests you?"
4. Customer: "Premium Plan"
5. Bot: "For how many users?"
6. Customer: "50"
7. Bot: "Perfect! Transferring to salesperson..."
   [Transfers with collected context]

✨ Types of Bots

Greeting Bot

Automatic first message

Qualification Bot

Collects lead information

FAQ Bot

Answers frequent questions

Scheduling Bot

Books meetings/demos

🆕 Create Bot

  1. “Settings”“Integrations”“Bots”
  2. “Create Bot”
  3. Choose type:
    • Dialogflow (Google)
    • Lex (Amazon)
    • CSML (Custom Bot Language)
    • Webhook (Your own bot)

🎯 Greeting Bot

Simple bot that welcomes: Configuration:
name: "Greeting"
trigger: "Conversation created"
active_hours: "24/7" or "9am-6pm"

flow:
  - message: |
      Hello! Welcome to {{company}}! 👋
      
      I'm here to help.
      Choose an option:
      
      1️⃣ Sales
      2️⃣ Support
      3️⃣ Financial
      4️⃣ Speak with human
      
  - wait_for_response
  
  - if response == "1" or "sales":
      transfer_to: "Sales Team"
      message: "Connecting with sales..."
      
  - if response == "2" or "support":
      transfer_to: "Support Team"
      message: "Connecting with support..."

📋 Lead Qualification Bot

Collects information before passing to salesperson: Flow:
Bot: Hello! Let's get to know you better.
     What's your full name?
     
Customer: John Silva

Bot: Nice to meet you, John! What's your company name?

Customer: Acme Corp

Bot: How many employees at Acme Corp?

Customer: About 50

Bot: Got it! What's your main interest?
     1️⃣ Basic Plan
     2️⃣ Premium Plan  
     3️⃣ Enterprise Plan
     
Customer: 3

Bot: Excellent choice! What's your monthly budget?

Customer: Up to $5,000

Bot: Perfect, John! I have all information.
     I'll connect you with {{sales_agent}}
     who will prepare a personalized proposal.
     
     Summary:
     • Company: Acme Corp
     • Employees: 50
     • Interest: Enterprise
     • Budget: $5,000/month
     
     One moment...
     
[Bot transfers to salesperson + passes all collected data]

💡 Best Practices

Design

Be brief: Short and direct messages
Clear options: Buttons or numbers
Escape hatch: Always offer speak with human
Confirm understanding: “I understood you want X. Correct?”

Personalization

Use name: “Hello
Context: “I see you’re a Premium customer”
Humanize: Emojis and conversational tone 😊

Handoff (Transfer)

Right moment: Don’t force bot if customer frustrated
Pass context: Agent sees what bot collected
Warn: “Transferring to …”

🚀 Next Steps