Chatbot - Identification using Lead Field

To add this feature to your chatbot, follow the steps below:

  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: detailed of what will happen in the Bot

  • Set up a Trigger: Choose a trigger of your preference

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

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

  1. Building the chatbot:

It is possible to create multiple blocks with actions and conditions.

In this example I will use only 2 for the purposes of teaching this article.

  1. Save:

After making the necessary creations and changes. Save your chatbot. It is also possible to test it using the box on the right.

And that's it, your chatbot is created and configured!

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