Using Conversation AI in Concours Pro Workflows

Contents


Question to Ask the Contact

You can set up the Conversation AI Workflow action in Concours Pro to ask a specific question to a contact. This question is sent to the contact, and if they’ve already sent a message, the bot will respond to their message while including your question.


Branches and Conditions

Every Conversation AI action comes with two default branches, and you can add more as needed to guide the contact through different paths based on their response.

Default Branches:

  • Time Out: Triggers if the contact doesn’t reply within the time you’ve set in the action.
  • No Condition Met: Triggers if the contact replies within the time limit but their response doesn’t match any of your defined conditions.

Custom Branches:

  • Each new branch needs a name and a condition. The contact will follow the branch that matches their reply.

Bot Personality and Instructions

By enabling the Advanced Bot Configuration toggle, you can customise the bot’s personality and add specific instructions to shape how it interacts.

The bot’s prompt is built from:

  • The bot’s personality settings.
  • Any additional instructions you provide.
  • The question you set for the contact.
  • Training data from the Conversation AI setup in your account.
  • The contact’s previous conversations with your account.

Communication Channel

Choose one channel for the bot to send the message to the contact: SMS, Facebook Messenger, or Instagram DMs.


How the Conversation AI Action Works

Once you’ve set up the Conversation AI action, here’s how it operates when a contact reaches it:

  • The bot creates a prompt and sends the message to the contact. If needed, it pulls context from the Conversation AI training in your account settings.
  • The bot waits for the contact’s reply for the time you’ve specified.
  • If the contact doesn’t reply in time, they’re sent down the Time Out branch, where you can set up follow-up actions.
  • If the contact replies within the time limit, the bot checks their response against your conditions. If no condition matches, they go down the No Condition Met branch, where you can use GOTO actions to ask further questions.
  • If a condition is met, the contact follows that specific branch.
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