How to create a Chatbot

About Chatbots

ChatBots are an automated communication tool that lets your visitors find out more about your company, services prices or to answer other common questions. They can even collect specific visitor data and hand over the chat automatically to a team member!

ChatBots provide the perfect opportunity for you to provide the specific customer journey to your visitors, giving them the information they need, when they need it. As they are integrated with your Marketing Automation tool, you can also use existing information about your leads or customers to further customize their path through the ChatBot flow.

How could you use ChatBots for Marketing and Sales?

• Direct your visitor to informational resources

  • Send them to White-papers, guides, pricing pages or other links

• Direct your visitor to the right person

  • Using as “starter” for Live conversation with live person via Slack integration

  • Connect existing opportunities to their salesperson

  • Use it for customer support or to answer common questions

• Create a fun quiz and follow up based on choices

• Do a survey only for customers and generate feedback

Please check out common questions for inspiration to create your own ChatBot!

2. Configure Chatbot Workflow based on your needs

3. Here is available Configurable Chatbot Actions which you could use when you build your Chatbot Visual workflow

3. Configure Slack permissions if needed