01. Choosing the format for creating a flow chatbot
The flow chatbot allows you to automate communication with your users, guiding them through a series of predefined steps. These steps can range from a simple welcome message to collecting information such as an email or phone number. By defining a flow, you create a clear and logical path for the us
09. How to configure the inactivity time of a flow chatbot
Determine the period during which the chatbot will wait for user interaction before performing a predefined action, such as ending the conversation or redirecting to another flow, using the inactivity time feature.
In this article, you’ll learn how to enable and configure this functionality and int
07. Customer assignment in the Chatbot
Customer assignment ensures that a client is always served by the same sales agent responsible for their account. For example, a client in negotiation or part of an active sales portfolio is directed to the designated agent, ensuring continuity in the relationship and greater accuracy in commercial
04. Building a blank chatbot
The option to create a blank chatbot offers total freedom to define the conversational flow exactly as you want.
Starting from scratch, you have full control to determine each step and interaction, tailoring the chatbot to the specific needs of your project.
This approach is recommended for users wh
03. Building a chatbot using a model
Using a model, you can simplify the process of creating a chatbot and build it more practically.
These templates function as pre-configured structures that already include the main conversational flows and features you need, such as FAQs, Appointments, and Surveys.
Use a modelTemplates allow you to
08. How to configure a Satisfaction survey in the flow chatbot
The Customer Satisfaction Survey allows you to measure how satisfied your customer was with the service received during the interaction with the chatbot.
This way, you can obtain data and evaluations, and understand how your company can ensure it meets expectations.
In Customer Cloud, you can create
05. Transferring the service of chatbots from flows to humans
Learn how to configure the transfer of a chatbot flow conversation to a human agent.
This process ensures that the customer receives the necessary support, even when the chatbot is unable to resolve the demand on its own.
Step-by-step to configure assistance transfer To configure the assistance tran
10. How to use the Open field in a flow chatbot
The Open Field feature allows the chatbot to collect personalized user information.
This setting can be used to capture any type of textual input or validate specific data, such as emails and phone numbers.
In this article, we will explain how to configure the open field in your chatbot using a samp