Transfer Human Chats to Conversation AI Chatbots
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Ilan Freeman
Currently, we can have the Conversational AI Chatbot transfer to a human, but I would like to have Human conversations be transferred to the Conversational AI Chatbot.
In the day-to-day workflow, I don't want the Conversation AI to handle all the conversations. However, after the initial few messages, and once I understand where the conversation is going, I would love to transfer the chat to a Conversation AI Agent.
This way I have control over who the AI Chatbot is chatting with (I don't want my best clients to chat with the AI Chatbot) and if I know it is just a basic prospecting/discovery chat where I feel an AI Chatbot would do great then I would like to pass it on as well as automatically have the AI Agent follow up.
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Abhishek Kumar
Ilan Freeman . this is possible ,what you can do is create a workflow
trigger condition - tag added AND then .assign a conversation ai bot using update conversation ai bot and status .
You can assign multiple bots based on tags
when you are manually texting a client , after you are done add a tag or add to a workflow and there you have a bot which gets assigned to these contacts
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Ilan Freeman
Abhishek Kumar thanks for sharing. I tried to do this previously but I did not see any reply. When you assign a conversation ai bot does it review the conversation thread?
Also, in the conversational ai bot setting, if the follow up setting is turned on will this launch?
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Abhishek Kumar
Ilan Freeman: no followup will launch once the bot starts the conversation , post that if the user doesnt reply it will followup message
Can you setup a call with me speakwith.us/abhishekkumar we can review the setup
the bot will reply when there is an inbound message
there has to be an inbound message post the bot assigned .