Salesbot step and action types

Each step can have multiple actions assigned to it. To add an extra action during the creation of a Salesbot step, click on the + Add action button.

There are several types of Salesbot steps:

Send message
This step will make the Salesbot send the message to the customer. Apart from entering the message for the Salesbot to send, you can add Response buttons that will anticipate the possible answer guide the customer to other steps. Up to three buttons can be added.

You can also add synonym keywords as an alternative to the buttons, in case your customer writes an answer instead of clicking the button. This will help the system determine the intention behind the customer’s answer.

Attachments, Action & URL button

When sending a message apart from text, the Salesbot can send out:

  • Predefined action buttons
  • URL button which redirects your customer to a desired link
  • Videos, pictures and documents

Action buttons give the customer a list of options in the form of buttons. For example you could list the type of products and services your company provides and the customer will be able to select which one interests them. Based on their choice the Salesbot communication flow will take the appropriate path.

The URL button redirects customers to a link. For example the button could be named ‘Visit my website’, once it is clicked in the chat it will take the customer to your website.

Videos added in attachment will be embedded and playable directly in the chat. Just click on the attachment icon in the top right corner and select the video you want Salesbot to send out, the video will then be saved in the bot builder.

Pause

Use the pause step to deactivate the bot until one of the following actions occur:

  • Message is received
  • Video is opened
  • Video is closed

Select the trigger you want to use and Salesbot will continue with the communication steps once the trigger has been activated by the customers actions.

Perform actions

This step has a range of actions that happen within amoCRM itself. It includes:

  • Adding a note to the contact or lead
  • Changing the stage of the lead
  • Changing the Responsible user of the contact or the lead
  • Managing lead or contact tags (adding/removing)
  • Sending internal message within the lead card. It will also be visible in the notification center
  • Adding certain data (like a set value or text) to a specific contact field
  • Setting the lead sale value
  • Subscribing a user group of amoCRM users to the chat (all members will get notifications about the lead/contact as if being the responsible user)

Condition

This Salesbot step acts as a filter between Salesbot steps. Within it, you can set multiple conditions a chat message or contact fields must meet before another step can happen. This really helps when you need to filter out certain types of contacts or guide the Salesbot based on the text in the message.

Validation

The validation step checks the customer message and depending on the text directs the bot in one of the following steps you have created. It can validate the message based on different variables:

  • Message equals
  • Does not equal
  • Contains
  • Does not contain
  • Has a length of
  • Regular expression

Custom step

Here you can enter your own code. To get a better idea of how to create commands of the Salesbot, please see the Salesbot article on our Developers knowledge base.

Widgets

This step has third-party widgets that can be used within the messenger chat window by the Salesbot. Currently, only the Stripe integration is available.

Once you have configured the Salesbot steps as needed, click Save.

Ta-daaa, your first Salesbot is ready. 🥳

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.