Chatbot Management
Payments Action In Chatbot
1. The Payment Action 2. Take a look at this flow. We will add "Payments" action on customer clicking "Plan Payment". 3. Click on "+" to add "Payment" action 4. Select "Payments" 5. To select the digital gold plan, click on this dropdown. 6. Select ...
Digital Gold Ledger Action In Chatbot
This guide will walk you through the necessary steps to download the ledger using the Jwero application 1. Digital gold ledger action 2. Take a look at this flow. We will add "Digital gold ledger" action on customer clicking "Download Ledger" 3. ...
Filter Action In Chatbot
1. Filter action 2. Take a look at this flow. 3. Click here to add "Filter" action. 4. Select "Filter" 5. Enter the title name relevant to the purpose up to 50 characters. 6. Click "Add new filter" to add the filter attribute. 7. Select the ...
WhatsApp Action In Chatbot
1. WhatsApp Action 2. Take a look at the flow. We will add te "Enquiry" template when the customer selects "Enquiry". Initiate the chatbot and welcome the user with a personalized message and quick reply options 3. Click here to add the "Whatsapp" ...
Live Agent Action In Chatbot
1. Live Agent action 2. Take a look at the flow. We will add the "Live Agent" action when the customer selects "Live Agent." 3. Click here to add the "Live Agent" action. 4. Select "Live agent" 5. Live agent action has been added. 6. This is how the ...
Send Message Action In Chatbot
1. Send Message 2. We get these two "Send message" actions by default after starting with the chatbot. 3. Click here to edit the action. 4. Click "Edit" 5. Enter a logical block title up to 50 characters that will help you remember it, especially ...
Customer Response Action In Chatbot
1. Customer Response 2. The Customer Response nodes 3. Block Title 4. Enter Keywords 5. User says 6. To add more "User says", click on Add. 7. Enter a text that matches what customers might type as a response. Example: To get the gold rate, a ...
Fallback Action In Chatbot
1. Default fallback 2. The "Default Fallback" is automatically included in every flow when it is added. 3. Enter the title name for the block as desired. 4. Enter the fallback message that the customer will receive when they type something outside ...
Go to block Action In Chatbot
1. Go to Block 2. Chatbot flow 3. Click here to add "Go to block" action. 4. Click on "Go to block". 5. Enter the block title name as desired. 6. Click on this dropdown to choose the node you want to redirect to. 7. You will see all the nodes added ...
Opt In Action In Chatbot
1. Opt in Action 2. Chatbot Flow 3. Click here to add the node. 4. Select "Opt in". 5. The Opt in node has been added. Now, let's proceed with the next steps in the flow. 6. Once the customer opts in, design the next steps of the flow based on your ...
Metal Rates Action in Chatbot
1. Metal Rates action 2. Chatbot Flow 3. Click here to add "Gold Rate" action. 4. Click on "Metal rates". 5. "Metal rates" action has been added. 6. This is how the flow will work.
Assign Teams Action In Chatbot
1. The Assign Team action 2. Take a look at the flow. 3. Click here to add the "Assign team" action. 4. Click on "Assign team" 5. Enter the block title name relevant to the blocks purpose up to 50 characters. 6. Select the team member as desired. 7. ...
Assign To Tag Action In Chatbot
1. Add to Tag 2. Take a look at this flow. We will add respective tags based on the customers interest. 3. Click here to add the "Add to tag" action. 4. Select "Add to tags" 5. Enter a block title that aligns with its purpose up to 50 characters. 6. ...
Broadcast List Action In Chatbot
1. Broadcast List 2. Take a look at this flow. When the customer selects "Yes, keep me updated," they will be added to the "Interested Customers" broadcast list. 3. Click here to add "Broadcast List" action. 4. Select "Add to Broadcast list" 5. Enter ...
Questions Action In Chatbot
1. Questions action 2. Take a look at this flow. We will add a "Question" action when the user selects "I want customization". 3. Click here to add "Questions" action. 4. Select "Questions" 5. Enter a block title that aligns with its purpose up to 50 ...
How To Create A Chatbot
1. Chatbot 2. To create the Chatbot , click on chatbot icon. 3. Click on "New Chatbot". 4. Click on the pencil icon for assigning name to Chatbot. 5. Enter the logical title name as per your requirement up to 30 characters. 6. Click on "Save". 7. You ...