Automated AI Status Control: Switch the Conversation AI bot’s status to active or inactive based on specific triggers, giving you precise control over which contacts the bot interacts with.
Enhanced Contact Journey Management: Manage interactions based on a contact's journey, such as activating the bot after a successful payment, ensuring timely and relevant engagement.
Time-Based Reactivation: If deactivating the bot temporarily, set it to automatically reactivate after a specified period, maintaining continuous engagement without requiring manual reactivation.
Set Up the Workflow
Navigate to Automation > Workflows > + Create Workflow and select Start from Scratch
Add Triggers to Activate or Deactivate the Bot
Example: Set the workflow to trigger when a payment is received, updating the bot status to active.
Select the "Update Conversation AI Status" action.
(Optional) Give the action a name, such as “Activate AI Bot on Payment.”
Configure AI Status Options
Select either Active or Inactive status for the Conversation AI bot.
If setting the bot as inactive, use the Reactivate Bot After field to specify when it should automatically become active again for the contact, if applicable.
Once configured, publish the workflow.
Here is a table summarizing the details of the action:
ValueDescriptionMandatoryAction NameEnter a name for your action, e.g., "Stop Conversation AI bot as payment done"YesActive Status (if selected)Changes the Conversation AI bot's status to active for the contact. No change if the status for the contact is already activeYesInactive Status (if selected)Changes the Conversation AI bot's status to inactive for the contact. No change if the status for the contact is already inactiveYesReactivate Bot afterWhen making the bot inactive, also provide a time period post which the Conversation AI Bot will again become active for the contactNo
Consider a scenario where you want the AI bot to engage only with contacts who have completed a payment. Here’s how to set it up:
Pre-requisites:
Create a workflow
Add Action: Update Conversation AI Status
Change status to inactive
Publish Workflow
Go to the Smartlist page
Select All contacts and send them through this workflow to make the conversation AI bot inactive for all the contacts
Next Step:
Trigger: The workflow starts when a Payment is received. "Payment Received" trigger
Action 2: Update Conversation AI Status to Active.
Automate Reactivation: Set the “Reactivate Bot After” time when temporarily deactivating the bot to automate re-engagement based on your business cycle.
Utilize Triggers Effectively: Combine this action with relevant triggers like form submissions or status updates to keep bot interactions timely and contextual.
Can I customize the time for reactivating the AI bot?
Yes, use the “Reactivate Bot After” option to specify when the bot should become active again after being set to inactive.
What happens if a contact is already in the specified status?
If a contact’s bot status is already active or inactive, the action does not make any further changes, preventing duplicate actions.
Can I use multiple triggers to manage the AI bot’s status?
Absolutely. You can use any combination of triggers that align with your business goals, such as a payment trigger or a specific form submission.
Will the workflow affect contacts without the AI bot feature?
No, the workflow only impacts contacts with the Conversation AI bot, so other contacts remain unaffected.
Is it possible to check the bot’s current status for a contact?
Yes, the bot’s current status can be viewed within the contact details, allowing for easy monitoring and adjustments if needed.
