The “Update Conversation AI Bot and Status” action allows users to assign Conversation AI bots to contacts while managing their status (Active or Inactive) automatically. This functionality optimizes bot interactions, eliminates manual assignments, and ensures efficiency in managing workflows and tailored interactions.
Setting Your Action #
To get started, add a suitable trigger to the workflow, then click the “+” icon to search and add the “Update Conversation AI Bot and Status” action.
Note: A proper channel must be assigned to the bot within the workflow (e.g., SMS, Facebook, Email) for compatibility.
Change Assigned Conversation AI Bot #
You can keep the same bot currently assigned or choose a different one, such as the General Support Bot, depending on your workflow needs.
Update Bot’s Status #
Set the bot’s status to Active or Inactive to control its availability in the workflow. Once you’ve configured the action, save it to proceed.
Note: To further customize the workflow, consider adding additional actions, such as the “If/Else” condition, to define specific paths based on user interactions.
After completing the setup, ensure the workflow is functional by publishing and saving it. This step activates the bot and enables it to perform tasks as defined.
The “Update Conversation AI Bot and Status” action is essential for streamlining bot assignments and statuses within workflows. By automating these processes, users can enhance their workflow management, reduce manual tasks, and provide a more seamless experience for their contacts.
Frequently Asked Questions #
What does the Update Conversation AI Bot and Status action do? #
It automatically assigns a Conversation AI bot to a contact and sets that bot’s status to Active or Inactive, removing the need to manage bot assignments manually.
How do I add this action to a workflow? #
Add a suitable trigger to the workflow, click the “+” icon, then search for and select the “Update Conversation AI Bot and Status” action.
Do I need to assign a channel for the bot? #
Yes. A proper channel such as SMS, Facebook, or Email must be assigned to the bot within the workflow for it to be compatible.
Can I keep the bot that is already assigned? #
Yes. You can keep the same bot currently assigned or switch to a different one, such as the General Support Bot, based on your workflow needs.
What status options are available for the bot? #
You can set the bot’s status to Active or Inactive to control whether it is available within the workflow.
Can I combine this action with other workflow steps? #
Yes. You can add further actions, such as an If/Else condition, to define specific paths based on user interactions before saving and publishing the workflow.
