Custom Bots

Setting up and using Custom Bots to qualify, route and book meetings with your website visitors.

Changes from Custom Bots Builder v1 to v2

With our new bot builder you can see all the paths of your bot at a glance, so you never have to wonder if you got it right or what the bot is going to say next. Ultimately, our new bot builder...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated 3 days ago

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...

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By Jitta

updated about 1 year ago

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...

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By Jitta

updated 11 months ago

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...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated over 1 year ago

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

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated over 1 year ago

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...

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By Jitta

updated about 2 years ago

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...

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By Jitta

updated 6 months ago

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...

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By Jitta

updated about 2 years ago

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...

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By Jitta

updated 6 months ago

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...

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By Jitta

updated over 1 year ago

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"...

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By Jitta

updated about 2 years ago

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...

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By Jitta

updated 6 months ago

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...

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By Jitta

updated over 1 year ago

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.

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By Jitta

updated over 1 year ago