Enhance Your Workflow with New AI Bot and Status Automation

Streamline Your Workflow with the New Update Conversation AI Bot and Status Action

Introducing a new automation tool designed to enhance your bot management: the "Update Conversation AI Bot and Status" action. This powerful feature empowers users to assign specific Conversation AI bots to contacts and dynamically update their status to Active or Inactive, streamlining your interactions and optimizing your workflows.

How It Works

Action Name: Update Conversation AI Bot and Status

With this action, users can:

• Select a specific Conversation AI bot for a contact.
• Update the bot's status (Active or Inactive) based on predefined workflows or trigger criteria.

This offers detailed control over bot interactions, providing a more tailored communication experience for each contact.

Use Cases

Tailor Bot Assignments Across Channels

• Assign bots to specific communication channels such as SMS, Facebook, or Email.
• Automatically deploy bots via triggers when an appointment is booked, payment is made, or a form is submitted.
• Apply bots based on custom criteria, like contact tags such as "Call Booked."
• Use conditional logic to deploy bots dynamically across varied scenarios.

After a bot is assigned, the designated bot appears in the contact's conversation tab.

Key Considerations

• Channel Compatibility: Ensure that your chosen bot is enabled for the related communication channel.

• Workflow Logic: This action allows immediate branching in workflows and does not delay until a conversation completes.

Practical Applications

Example 1: Assigning Bots for SMS Only

Objective: Use a dedicated bot for handling SMS interactions.

Steps:

1. Create a workflow triggered by a customer's reply via SMS.
2. Utilize the action: Update Conversation AI Bot and Status.
3. Select the bot (e.g., SMS Bot) and activate it.
4. Publish the workflow.

This configuration guarantees a seamless and focused experience within SMS interactions.

Example 2: Deploying Bots for Live Chat Channels

Objective: Use a bot for Facebook Messenger interactions.

Steps:

1. Set a workflow triggered by a chat initiation on Facebook Messenger.
2. Add the action: Update Conversation AI Bot and Status.
3. Select and activate the Messenger Bot.
4. Publish the workflow.

This setup dedicates resources specifically to handle Facebook Messenger interactions.

Example 3: Bot Assignment via Tags

Objective: Assign bots using contact tags such as "Call Booked."

Steps:

1. Develop a workflow triggered by the addition of a tag.
2. Implement the action: Update Conversation AI Bot and Status.
3. Choose the designated bot (e.g., Call Bot) to activate.
4. Publish the workflow.

This approach ensures personalized interactions for tagged contacts.

Example 4: Bot Activation Post-Payment

Objective: Activating a bot after payment completion.

Steps:

1. Initiate a workflow triggered by payment receipt.
2. Utilize the action: Update Conversation AI Bot and Status.
3. Choose and activate the Sales Bot.
4. Publish the workflow.

Such a setup streamlines bot communication for paying customers, enhancing service relevance.

Conclusion

The "Update Conversation AI Bot and Status" action offers a powerful tool for automating bot interactions based on specific workflows and conditions, optimizing user engagement across channels.

For more feature updates and improvements, check out our product updates.

In Case You Missed It: Discover the benefits of our enhanced messaging ramp progress card launched to elevate user experience.