What does "Bot message" actually do?
Thanks to this module, you’ll be able to use Chatbot, which lets you automate questions on chat and send automated responses based on the users’ answers.
Before you start
You don't need to set anything up before using this module.
How to use it
"Bot message" is not as difficult to use as you may think. You define what content a person who visits your page will see and how it will be displayed. You can add pictures and videos inside the message to make the content more attractive.
Go to "Automations" -> "Create automation". In the menu on the right, Drag & drop, scroll down to the green section, Chatbot. Drag and drop the first icon, "Bot message" into the field on the left. Now, click on the icon to open it.
Message name - Here you give your message a name. It will come in handy when using the ‘Answer Condition’ module. The name won’t be visible to the user, but it will help you navigate later when you create a set of messages.
Message text - Write the message you want your chatbot to send.
Conversation settings - Choose whether to create a new conversation or continue one already started. Be careful with this field. If you have an “Incoming message” trigger, it’s better to use "last active conversation" so as not to mislead your user by continuing the conversation he or she has started.
Message type - Decide how your message will be presented.
Micro - A simple red circle on the widget icon indicating the number of unread messages
Small - A prompt with a message and the agent’s picture located where the widget is.
Medium - A message popup on the right side of your browser’s screen
Big - A message popup on the center of your screen with a large field
Answer type - This defines what type of input Chatbot will expect. Remember, answers provided to Chatbot must me in format according to their type.
- Text - example: "just a regular text line"
- Fixed choices - example: English/Polish/Russian/Spanish; you can predefine them here
- Email - “firstname.lastname@example.org”
- Date - example: 2016-08-03
- Date and time - example (ISO 8601 format): 2016-08-03 12:00:00+00:00
- Integer - example: 23
- Float - example: 4.313
You can also check "Save as attribute" if you want the receiver’s answer to update a selected attribute. For example, if you select "date" as the answer type, select the "save as attribute" option and match it with your custom birthday attribute. After the user provides you with his or her details, their profile will be automatically updated.
You can setup a bot as a lead generation tool that will ask visitors for their email addresses while welcoming them.
For example, you want every new user who visits the page to get a welcoming message and three options to choose from. One of them will be a mail prompt. To achieve this, set up a basic trigger for every visitor.
- Use Page Visit and add the main page with a "contains" condition, so that users who enter child pages would also receive this message.
- Set the Filters. Set the email to "is unknown" and page views to "lesser than 2" if you'd like to show a welcoming message to newcomers only.
- Use the Delay action to wait for a given page to load and create a moment of suspense, for example: 7 seconds.
- Now, configure Bot Message to show 3 fixed-choice questions.
When you enter the page you should see something like this:
There you go! You’ve just created your first bot. Don’t stop here. Simply, think of the thing you want to do and automate Chatbot to do it. Maybe you’d like your customers to book a meeting via User.com or ask users about their experience on your website? The options are limitless.