Chatbot – How to Use Default Value and Actual Value in the Question Block

If it is necessary to save the response in a Lead field from questions with options, it is possible to record the actual value in text. In this way, the Lead field will store exactly the chosen response.

Follow the steps below to create and configure your chatbot:

1. Create the ChatBot:

• Go to the chatbot via “Find Services”. Or just type the name, and the feature appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Title: Give a descriptive name to your chatbot

• Enter a Description: Describe in detail the chatbot's content and functionality.

• Set up a Trigger: At this stage, you can define triggers, conditions, operating hours, startup settings, and other additional options. These definitions will ensure your chatbot operates efficiently and according to the desired settings.

• Click on “Open Builder” to create the bot with your actions and conditions.

• Allow leads to talk to the bot multiple times?: It depends on your strategy. If you leave it as “YES”, it will go through the bot every time the configured trigger is activated.

• Unarchive the lead automatically when starting the chatbot?: If the answer is yes, the chatbot will perform the unarchiving of Leads. However, attention: the Lead will only be unarchived if the instance is within the limit allowed by the plan.

1. Building the Chatbot:

CONCLUSION:

Using this function ensures that responses are stored accurately in the Lead field, preserving the actual text value. This facilitates data analysis and service personalization, making the process more efficient and assertive.