The "Update Conversation AI Bot and Status" action is a powerful tool designed to simplify the management of Conversation AI bots. It enables users to assign a specific bot to a contact and dynamically update its status (Active or Inactive) based on workflows or triggers. This ensures seamless, personalized interactions tailored to individual needs.

Key Features of the Action

This action empowers users to:

• Assign a Conversation AI bot to contacts: Match bots to specific customer journeys or triggers.

• Update bot status dynamically: Activate or deactivate bots as required to maintain relevance.

• Customize interactions: Adjust bot assignments based on tags, filters, or communication channels.

Step-by-Step Guide to Using the Action

1. Assigning a Bot to a Contact

• Create a workflow: Define a process to automate bot assignment.

• Set a trigger: Examples include:

  • Appointment booking

  • Payment receipt

  • Tag assignment

• Add the action: Select "Update Conversation AI Bot and Status."

• Choose the bot: Assign the bot that fits your contact’s needs.

  

• Set the bot’s status: Define whether the bot should be Active or Inactive.

  

• Publish the workflow: Activate your setup to streamline bot interactions.

2. Checking Assigned Bots

• View assigned bots directly in the conversation tab for an overview of active assignments.

Common Use Cases

1. Channel-Specific Bot Assignments

• Scenario: Assign a dedicated bot for SMS communication.

• Steps:

  • Create a workflow triggered by customer replies via SMS.

  • Assign the bot (e.g., SMS Bot) and activate it.

2. Bot Assignments Based on Tags

• Scenario: A bot interacts only with contacts tagged as "Call Booked."

• Steps:

  • Trigger workflow upon tag assignment.

  • Assign and activate the relevant bot.

3. Payment-Triggered Bot Activation

• Scenario: Only paying customers interact with the Sales Bot.

• Steps:

  • Trigger workflow upon payment receipt.

  • Assign and activate the Sales Bot.

Important Considerations

1. Channel Compatibility:

   • Ensure the bot supports the channel you’re assigning it to (e.g., Facebook, SMS).

2. Branching Logic:

   • Bots are assigned and activated immediately based on workflow triggers, with branching logic applied post-assignment.

3. Customization:

   • Adjust workflows for evolving criteria, such as filters, tags, or custom triggers.

Enhancing Efficiency with Dynamic Bot Assignments

The "Update Conversation AI Bot and Status" action enables tailored and efficient bot interactions. Whether assigning bots based on payment status, tags, or communication channels, this feature minimizes manual effort, enhances personalization, and ensures smooth workflows.