Custom Bots

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

  • Outbound Bots Explained

    • Create and publish Custom Bots

  • Using the Bot Flow builder
  • Create your first Custom Bot
  • Bot Triggers: Custom Bot vs New Conversation Bot
  • Triage inbound conversations with New Conversation Bots
  • Testing your chatbots

    • Building blocks

  • Bot Question: Welcome Message
  • Bot Question: Send a Simple Message
  • Bot Question: Ask For Email
  • Bot Question: Question with Button Responses
  • Bot Question: Question with Open Responses
  • Bot Question: Book A Meeting
  • Bot Flow: Check if team is online
  • Bot Flow: Matches a custom audience
  • Bot Skill: Tag Contact
  • Bot Skill: Tag Conversation
  • Bot Skill: Set Contact Property Value
  • Bot Skill: Set Conversation Property Value
  • Bot Action: Route Conversation
  • Bot Skill: Close Conversation
  • Bot Flow: Jump To block

    • Custom Bot examples and best practices

  • Automatically close abandoned Custom Bot conversations
  • Capture data and qualify leads using Qualification Bot
  • Best practices and tips for creating engaging chatbots

    • Common questions

  • Changes from Custom Bots Builder v1 to v2