Create and publish Custom Bots
Overview of the Visual Bot Builder
A bot flow is what your visitors will see on your site when Gist Messenger appears and as they continue to interact with your website. A bot flow can be made up of multiple actions, such as a simple greeting, gathering more information about your ...
Create your first Custom Bot
Gist makes interacting with your site visitors easy, simple and automated! Using Gist, you can set up Chat Bots that have a number of different uses. In these examples, we will set up a Chat Bot that qualifies leads and books meetings 24/7 for you...
Triage inbound conversations with New Conversation Bots
When customers contact you, you may find yourself asking the same opening questions to clarify their issue, or taking the same actions like routing them to the right team. With new conversation bots, you can accelerate your support by automating t...
Testing your chatbots
You can preview your chatbot flow within the bot builder to see how the experience will look for your site visitors. This help you make sure that the bot is set up as intended. Using the bot preview to test your bot flow To test the bot from withi...
Building blocks
Bot Question: Welcome Message
The welcome message is the first message your users will see when they visit your chatbot. It is the first default block you will find in your builder when you start working on a new bot. It will appear as below: The block sidepanel menu gives you...
Bot Question: Send a Simple Message
Send a Message blocks allow you to send text to your visitors with just a couple of clicks. To create a simple message, simply drag and drop the "Send a simple message" block from the left side panel on to the canvas. Once created, you'll see a bu...
Bot Question: Ask For Email
As the name indicates, this block asks the visitor for their email address. This is one of the most important blocks because collecting email address via Chatbots has 30% higher conversions than forms. Gist builds contact details for each site vis...
Bot Question: Question with Button Responses
Buttons are elements your users can click to move on to the next block in the conversation. Buttons Setup To create a Buttons type block, drag and drop the green dot and select Buttons: Then, you can add more messages to the question by clicking o...
Bot Question: Question with Open Responses
Use this action to ask a question during your bot conversation and collect data to populate specific contact properties
Bot Question: Book A Meeting
The Book a meeting block allows for your qualified leads to easily book meetings on the calendars of your sales reps. Whether the reps are online or not, we’ll allow for you to show the booker to your visitors for an easy way for them to pick the ...
Bot Flow: Check if team is online
A "Check if team is online" block is used to split the bot flow depending on if your any specific teammates or teams are online. Example use-case: You can check if a specific teammate is online and if they are, route the conversation to them and s...
Bot Flow: Matches a custom audience
A "Matches a custom audience" block is where you define the filters that a customer must meet in order to proceed down a specific path. You can filter based on contact properties or events. This block allows you to hyper-personalise your bot flow....
Bot Skill: Tag Contact
The "Tag Contact" skill, gives you the ability to add a tag to a contact at any point within the bot flow. Tags are labels you create to help organize your contacts. And by adding a tag to a contact during the bot flow, you can subscribe them to d...
Bot Skill: Tag Conversation
The "Tag Conversation" skill, gives you the ability to add a tag to a conversation at any point within the bot flow. Tags are labels you create to help organize your conversations. And by adding a tag to a conversation during the bot flow, you can...
Bot Skill: Set Contact Property Value
Use this action to set a contact property to a specific value based on the replies of your website visitor. Example: Here's a bot flow that updates the "Bot resp interested in" property with different values such as "Book Meetings", "Lead Generati...
Bot Skill: Set Conversation Property Value
Use this action to set a conversation property to a specific value based on the replies of your website visitor. Example: Here's a bot flow that updates the "Type" property with different values such as "Feature request", or "Bug report" depending...
Bot Action: Route Conversation
The "Route Conversation" skill gives you the ability to route the conversation at any point within the bot flow. This skill is useful for two reasons: Have more control over your bot flow Reduce the amount of lost conversions with site visitors...
Bot Skill: Close Conversation
With the "Close Conversation" block, you can automatically close conversations at a certain point of the flow to keep your conversation inbox tidy. It's best practice to add "Close Conversation" block as the last block of your bot flow to avoid lo...
Bot Flow: Jump To block
If you are planning to build a really large bot flow, for example, a welcome bot that acts as a central hub for your customer's FAQs, things can get really complex very quickly as there would be multiple branches for each path your customer could ...
Custom Bot examples and best practices
Automatically close abandoned Custom Bot conversations
To increase your team’s efficiency, you can auto-close conversations where customers stop interacting with Bots for say 5 minutes. This will allow your team to better organize the Inbox, so they can focus on conversations that require their attent...
Capture data and qualify leads using Qualification Bot
In this short video tutorial, you'll see exactly how to quickly set up your own qualification bot.
