Advanced conversation: How to personalize the conversation.

Cliengo's new advanced conversation

Now you can have your own personalized conversation flow, modifying the order (which formerly came in a fixed order by default) and content of the questions, adding other questions, disabling questions that are not relevant to your business or company, or even adding quick response buttons in a simple way that will allow you to build a decision tree.

How can you personalize it?

Firstly you need to go to CRM> Chatbot> Conversation.

How does advanced conversation work?

To modify the default texts in the conversation, you just have to click on the text of the card you want, replace it with the text of your preference and click on the Save button.

To change the order of a question, just drag the card to where you want the message to be launched.

IMPORTANT: Remember that the chatbot will follow the logical order assigned from top to bottom, and that there are two messages that cannot be changed position: the initial message and the conversation closure.

It is also possible to deactivate the questions that you prefer that the chatbot not ask.

Another important functionality is that you can mark as required the questions of name, ID, email and / or telephone. This will be essential for the enrichment of the lead.

This will mean that the chatbot will insist until it obtains the data of the question marked as required.

You can also create your custom questions, such as asking the lead's area of ​​residence.

What are buttons and how do I insert them into the conversation?

They are personalized options that you can add for the lead to select and thus be able to have more specific information about what the customer wants.

If you want to build a decision tree based on the option chosen by the lead, see the following article: Step by step: build a decision tree

What does the "Offline mode" functionality mean and how do I activate it?

With this functionality, the chatbot is shown as Away and will send the initial message you want.

However, this functionality does not deactivate the chatbot, it will only change its initial message, the conversation closure and the final message regarding business hours.

Remember that to change business hours, you must do it from Chatbot> Settings.