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.

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.

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.

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.

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.

Filling custom field data with the Salesbot

The Salesbot can change custom fields. It’s a great way to request for an email address or a phone number in the chat. In order to pick the field you’d like to request the chat user to fill, select Set field.

Choose which field you want to fill and what kind of data you require.

You can have the Salesbot fill the following fields:

  • Lead: ID – Receive the ID number of the lead
  • Lead: Origin – Receive the Origin of the lead
  • Lead: User ID – Receive the User ID
  • Contact: ID – Receive the ID of the contact
  • Client message – Receive the last chat message the user sent before this action was triggered.
  • Manual Input – The Salesbot will reach out to the responsible user in amoCRM and ask them to input data manually

Using Stripe with Salesbot

The Salesbot can send invoices to clients through the Stripe integration with Facebook chats. Let’s learn how to set it up!
First of all, you need to add “https://stripe.amocrm.com/” to the domains whitelist on your Facebook page. Make sure you have administrator rights on your Facebook page before continuing with the setup.

To do that, follow these simple steps:

  • Go to your Facebook page
  • Click on the ‘Settings’ button in the top right corner.
  • Choose the ‘Messaging platform’ section on the left
  • Scroll down to see the Whitelisted Domains section
  • Add “https://stripe.amocrm.com/” to the field and click Save

How does the Stripe integration work?

Let’s imagine you’re chatting with a client and you want to ask them if they would like to receive an invoice. Should they say ‘yes’, the Salesbot will send them an invoice.

To create this automation, follow these steps:

  • Step 1 – ‘Send message’. Send the question as a message and include two buttons: ‘Yes’ and ‘No’.
  • Step 2 – add the next step only in the case where the client says ‘Yes’. For that, press ‘Add next step’ following the ‘Yes’ answer.
  • Step 3 – for the next step, choose ‘Widgets’ and press ‘+Add’ below ‘Stripe’. This is what you will see:

  • Step 4 – match all the invoice fields to the fields in amoCRM or check the pin ‘Create an invoice based on the product list linked to the leads’. In the first case, the invoice gets created based on the lead card fields. In the second case, it will be created based on a catalog item attached to the lead.

Once you are happy with the Setup, Save the bot and it will start running.

Let’s take a look at our example in action.
The bot works under the conditions you set. Our bot becomes active once the lead is moved to the ‘Payment link’ stage. If the required fields for the invoice are empty, the Salesbot will remind you to fill them in. Here is what you will see in amoCRM (please note that the buttons the bot sends are only visible for the client):

Here is what the client will see:

Here is what the client will see after clicking ‘Pay’:

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.

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.