Salesbot is a bot that can be programmed to perform certain actions. If you have a customer number, but previously there was no dialogue — you can initiate communication with the help of Salesbot. A message to the client will be sent from the channel of the sales rep responsible for the deal.
Salesbot can only send a message to a user with whom a deal has already been created. Since “Incoming leads” is not a stage of a deal, you can’t send a message to a customer from “Incoming leads”.
How to create a Salesbot
To create a bot, go to the funnel settings and click on the free space under the funnel moving to which should fire the trigger:
A new window will appear. Choose “Salesbot”:
The bot addition window will appear:
- Choose the trigger which will initiate the bot’s actions – “On moving to the stage”;
- Set the bot’s operation time;
- Create a new bot.
The bot editing panel will open. Choose the “Initiate communication” action:
If you are using several integrations with different messengers and social media, the system will offer to choose which one you would like to use to initiate communication with clients. In our case, you will need to choose “whatsappWZ”.
The field to enter your message will appear. Enter the text if you need to have your clients receive this message on moving to this particular funnel:
If you want to send a media file in a message, insert a link to the file in [square brackets] in the Salesbot text box:
This is how the message will look on WhatsApp:
You can only send 1 media file in a Salesbot message up to 10 MB in size.
Save your settings in the upper right corner of the window. Now, when moving to the funnel, a chat with the client will be created automatically:
Salesbot sends messages to all messengers in the deal
Salesbot does not know where to write and where not to write, so it sends messages to all applications that are added to the deal.
To unpin a messenger from the deal, click on its icon under the client’s name, select “Detach chat” in the drop-down list and reload the page.
All information will remain in contact and will be detached only from the selected deal.