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

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

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 your chatbot a descriptive name

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

• Configure a Trigger: At this stage, you will be able to define triggers, conditions, operating hours, startup settings, and other additional options. These settings will ensure that your chatbot works efficiently and according to the desired configurations.

• 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 fired.

• Automatically unarchive the lead when starting the chatbot?: If the answer is yes, the chatbot will unarchive the Leads. However, note: 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 makes data analysis and service personalization easier, making the process more efficient and assertive.