✅ Support for Opportunity Fields in Conversation AI
under review
I
Iver Aune
Right now, we cannot enter Custom Opportunity Values in the bot prompt. We would like to do that, as the conversation might be specific to an opportunity.
Create a Find opportunity | Update opportunity | Create opportunity in the conversation AI, similar to the workaround we have with workflow actions in the workflow builder.
Log In
A
Abhishek Kumar
under review
A
Abhishek Kumar
hey Iver Aune you can use trigger a workflow to update a opportunity
I
Iver Aune
Abhishek Kumar I dont want to update the Opportunity. I want to use the existing Opportunity Fields to affect the bot.
Thats why we would need "Find opportunity" action/setting so we can map the right fields.
A
Abhishek Kumar
Iver Aune like custom variable right ?
I
Iver Aune
Abhishek Kumar yes, for example {{opportunity.job_size}}
A
Abhishek Kumar
Iver Aune got it . We will put it in roadmap
I
Iver Aune