How to create a Salesbot

Salesbot is a fantastic addition to any messenger-based sales or marketing effort of your company. Wide arrange of functions allow the Salesbot to tackle the first steps your customers take when reaching out to you through messengers. It doesn’t require coding skills to get started – thanks to the visual interface.

Salesbot can do actions with leads and contacts, answer in chats automatically, use natural language processing to determine user intent and much more. It supports Facebook, Telegram, Viber, Instagram, and WeChat.

This feature is available starting with the Advanced plan.

How to create a Salesbot in the Visual Editor

Be sure to connect at least one messenger platform before you get started with the Salesbot creation.

Do note: should you wish to write the code yourself, click on the View code button. You will not be able to return to the Visual builder afterwards, however.

To begin with the Salesbot setup, head over to the Leads section of your amoCRM account, and press on the Setup button in the top right corner.

Then, click on an empty space within the grid to create an automatic action. Click on the Salesbot button to open the Salesbot settings window.

Select the Salesbot in the action window and click + icon

Under the Salesbot, click on “Create a new bot” button. This will take you to the Visual Editor. Enter a name for your new Salesbot and click Create.

Click on the + Create a new bot button

You can now form the logical steps your Salesbot will take, based on the conversation you want your customers to have with it.

To add a Salesbot step, click on it and enter the required parameters. Clicking on the … button in the top right corner of the action window will let you rename, duplicate or delete the action.

The Salesbot step has many different actions to choose from

You can remove the link between Salesbot steps by pressing on the connecting dot and decoupling it.

Press on the connecting dot to remove the link from the action step

In case you’d like the Salesbot to use the Typical questions feature, click on the Salesbot name in the top left corner of the window and select Typical questions. You can enter the dataset there.

The AI typical questions can be setup in the bottom left corner of the Visual Editor

Stopping the Salesbot is the last step of every sequence. Upon reaching it, the Salesbot will cease function, unless the structure of the Salesbot’s steps is configured to be recurring.

Do note: each Salesbot step has its own number. It’s best to structure the sequence in a progressive order. E.g: step 1, step 2, step 3, etc. Every step can be renamed by pressing the … button in the top right corner of the Salesbot step window.

How to code a Salesbot yourself

Want to learn more about what you can do with Salesbot? Learn it from our developer knowledge base.

Configuring the Salesbot settings

Now that you have created a Salesbot, you can further fine-tune it.

You can decide when the Salesbot will work and when it will hibernate. This feature allows you to set strict days and hours when your business is unreachable.

To do that, click on the Active field and select the schedule you’d like your Salesbot to observe.

You can also apply the standard action trigger settings, that will determine the conditions the lead must meet before the Salesbot becomes active, as well applying the effect to all leads on currently on this stage of your pipeline.

Salesbot in the Notifications Center

Salesbot can send you notifications or send notifications to the group of users.

Should you want to subscribe a group of users to a chat automatically with the help of salesbot, proceed to the Visual Editor of the salesbot and create a step “Perform actions”, then choose “Subscribe to chat”

Select the group of users that will be subscribed to chat

To send a specific message to all subscribed users, use the “Perform actions” step and select “Send Internal message” and then write your message. This message will be sent to everyone subscribed to this chat, and will appear both in the lead card and the notification center.

In case you have Net Promoter Score enabled, the Salesbot can send the notification to the responsible user should they receive a score below the set threshold. Want to learn more? See the article on the Net Promoter Score feature.

Online Chat bot

amoCRM has a built-in online chat bot.

Once you create an Engagement button you are able to set up a bot which will be used in the online chat available in the button. With it your customers will be able to chat with you directly on your website.

Unlike the regular messenger Salesbot which can be added in different stages of the sales pipeline, this bot can only be created and edited in the Engagement button feature.

To access it, go to Setup Pipeline > Add source > Engagement points.

Add the Online Chat button and enable the Welcome message. This will unlock the ‘Edit Online Chat bot’ button.

Examples of using the Salesbot

Salesbot can be used for a great variety of purposes. For instance we (amoCRM) used our own Salesbot to register people for the amoCONF conference. Our Salesbot requested the participant’s email address and phone number, as well as handled other automations in our digital pipeline. We used Salesbot to distribute our book about Messenger-Based Sales called “Delivered” to our interested customers. The only limitation of using the Salesbot is your own imagination. Salesbot is a tool that can help you run your business and handle your clients on autopilot, all the while you can relax and enjoy your life.

🏆 Related use cases

Need more help in setting up or troubleshooting? Contact us by sending an email to support@amocrm.com or write to us on Facebook.

Not a user yet? Visit our tour page or contact us for a demo.