Allow chatbot to update custom fields or add tags to contact or create opportunities...etc.
R
Rodrigo Gonzales Montes
Right now, conversation AI chatbots are only for conversation, but it would be great to have a bot that has some "function" functionality. When something happens, the bot could use those functions or execute automations, as if it were the workflow conversation AI.
Log In
J
Justin Farmer
Now that we can control prompt for the 2 bots (Q&A and Appointment bot), I think this could easily be accomplished by creating a rule that goes along with the 'conversation flow' on the Appointment Booking bot.
I'm using the Conversation Flow questions as pre-qualifiers before even starting to talk about booking an appointment. To me it seems trivial to also add a custom field to save the answer a user provides to a given question in a custom field if it's filled out.
J
Jeremy Krygsman
Check out https://bb9.ai
It’s a GHL integration that can do this (and more)