Update Conversation AI Bot and Status - Workflow Action

Modified on: Tue, 5 Nov, 2024 at 9:29 AM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

Overview

The "Update Conversation AI Bot and Status" Action enables users to choose and automatically change the status (Active or Inactive) of the Conversation AI Bot for a contact. This action helps streamline the process of managing the Conversation AI bot for each contact, ensuring that contacts are efficiently interacted with based on their journey or specific criteria. It eliminates the need for manually changing the status of the bot for each contact

Action Name

Update Conversation AI Bot and Status

Action Description

The "Update Conversation AI Bot and Status" action allows you to select a particular bot and change the status (active/inactive) of this Conversation AI bot for the contact. This action helps in controlling if the Conversation AI bot should interact with the contact or not and effectively gives you more control over the Conversation AI bot at a contact level

Action Details

Value	Description	Mandatory
Action Name	Enter a name for your action, e.g., "Stop Conversation AI bot as payment done"	Yes
Active Status (if selected)	Changes the Conversation AI bot's status to active for the contact. No change if the status for the contact is already active	Yes
Inactive Status (if selected)	Changes the Conversation AI bot's status to inactive for the contact. No change if the status for the contact is already inactive	Yes
Reactivate Bot after	When making the bot inactive, also provide a time period post which the Conversation AI Bot will again become active for the contact	No

Example - Conversation AI Interaction based on Payment Status

Scenario: You want the Conversation AI bot to only talk to Contacts where the contact has sent payment to your business

Solution using the "Update Conversation AI Bot and Status" action:

Pre-requisite:

Create a workflow
Add Action: Update Conversation AI Bot and Status
Choose the bot for which you want to update the status
- You can choose to keep the same bot which is assigned or change the bot from dropdown
Change status to inactive
Publish Workflow
Go to the Smartlist page
Select All contacts and send to this workflow to make the conversation AI bot inactive for all the contacts

Next

Trigger: The workflow starts when a Payment is received. "Payment Received" trigger

Action 2: Update Conversation AI Status to Active.

This approach ensures that the Conversation AI bot engages customers based on their payment status.