Managing Conversation AI Chatbot Assignments in Concours Pro

Contents

• Overview
• What It Does
• How You Can Use It
• Things to Know
• Action Details
• Examples and Scenarios

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Overview

The Update Conversation AI Bot and Status workflow action in Concours Pro lets you assign a specific chatbot to a contact and switch its status to Active or Inactive. It’s a handy way to manage how your chatbot interacts with customers based on their actions, like booking an appointment or submitting a form. By automating these assignments, you save time and keep your customer interactions smooth and relevant.

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What It Does

This workflow action gives you control over your chatbot by allowing you to:

• Pick a specific Conversation AI Chatbot for a contact.
• Change the chatbot’s status to Active or Inactive using workflows or triggers.

It’s all about making sure the right chatbot talks to the right contact at the right time.

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How You Can Use It

You can set up the Update Conversation AI V2 Chatbot and Status action for scenarios like:

• Assigning chatbots to specific channels, like SMS or web chat.
• Triggering chatbots based on actions, such as:
  • Booking an appointment
  • Making a payment
  • Submitting a form
• Using custom tags to assign chatbots.
• Applying chatbots based on filters or conditional logic (e.g., If-Else rules).
• Setting up dedicated chatbots for specific live chat channels.

Once assigned, you can check the chatbot linked to a contact in the Conversations tab.

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Things to Know

Channel Setup: Make sure the chatbot you assign is enabled for the channel you’re using. For example, if it’s handling Instagram DMs, confirm the Instagram channel is active for that chatbot.

Workflow Logic: This action assigns the chatbot and moves to the next step in the workflow right away. It doesn’t wait for the chatbot’s conversation to finish before continuing.

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Action Details

Keep Same: Choosing this option means no changes are made, and the current chatbot assignment stays in place.

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Examples and Scenarios

Scenario 1: Chatbot for a Specific Channel

Say you want a chatbot just for SMS interactions.

1. Create a workflow in Concours Pro.
2. Set the trigger to Customer Replied via SMS.
3. Add the Update Conversation AI V2 Chatbot and Status action.
4. Select your SMS chatbot from the dropdown.
5. Set the status to Active.
6. Publish the workflow.

This ensures your SMS chatbot handles all SMS conversations, keeping things consistent.

Scenario 2: Chatbot for Tagged Contacts

Suppose you want a chatbot to engage contacts tagged as Appointment Booked.

1. Create a workflow.
2. Set the trigger to Contact Added with Tag: Appointment Booked.
3. Add the Update Conversation AI V2 Chatbot and Status action.
4. Choose the chatbot you want.
5. Set the status to Active.
6. Publish the workflow.

This sets up tailored chatbot interactions for contacts with that specific tag.

Scenario 3: Chatbot for Paying Customers

Maybe you want a chatbot to engage only with customers who’ve made a payment.

1. Create a workflow.
2. Add the trigger Payment Received.
3. Add the Update Conversation AI V2 Chatbot and Status action.
4. Select a chatbot, like your Sales Chatbot.
5. Set the status to Active.
6. Publish the workflow.

This ensures your Sales Chatbot only interacts with paying customers, keeping communications relevant.

Extra Tips:

• You can assign different chatbots for various live chat channels, each tailored to a specific channel.
• Chatbots can be updated dynamically based on changing conditions or workflows, giving you flexibility to adapt as needed.