Initiating communication using Salesbot

Salesbot is a bot that can be programmed to perform certain actions. If you have your client’s number but you have not had a dialogue with them before, you can initiate communication using Salesbot. The channel for outgoing messages is set in steps 4.1 and 8 of integration settings.

To create a bot, go to the funnel settings and click on the free space under the funnel moving to which should fire the trigger:

A new window will appear. Choose “Salesbot”:

The bot addition window will appear:

  1. Choose the trigger which will initiate the bot’s actions – “On moving to the stage”;
  2. Set the bot’s operation time;
  3. Create a new bot.

The bot editing panel will open. Choose the “Initiate communication” action:

If you are using several integrations with different messengers and social media, the system will offer to choose which one you would like to use to initiate communication with clients. In our case, you will need to choose “whatsappWZ”.

The field to enter your message will appear. Enter the text if you need to have your clients receive this message on moving to this particular funnel:

Save your settings in the upper right corner of the window. Now, when moving to the funnel, a chat with the client will be created automatically:

See also: “How to write first in WhatsApp? The logics of choosing your outgoing channel

Salesbot sends messages to all applications of the deal

Salesbot does not know where to write and where not to write, so it sends messages to all applications that are added to the deal.

For example, a client on several applications will receive messages with a survey on the work of a manager. This can annoy him. And if he still evaluates the manager’s work in each of the applications, then this will give incorrect statistics in CRM. To avoid this, detach unnecessary applications from the deal.

To unpin applications from the deal, click on the application icon under the client’s name → “Detach chat”.

All information will remain in the contact and will be detached only from the selected deal.