Update Conversation AI Bot and Status - Workflow Action

Example - Conversation AI Interaction based on Payment Status

Scenario:
You want the Pest AI Conversation bot to interact only with Contacts who have completed their payment.

Solution Using the "Update Conversation AI Bot and Status" Action:

To achieve this, we’ll configure a workflow that ensures the bot is active only for Contacts with confirmed payment status.

Pre-requisites

1. Create a Workflow:

   • Navigate to the Workflow section in Pest AI.

   • Click on Create Workflow.

2. Add Action:

   • Select the Update Conversation AI Bot and Status action.

   • Choose the desired bot from the dropdown menu. You can either retain the currently assigned bot or select a different one.

3. Set the Bot Status to Inactive:

   • Change the status to Inactive for all Contacts initially.

4. Publish the Workflow:

   • Save and Publish the workflow to apply these changes.

5. Apply to All Contacts:

   • Go to the Smartlist page in Pest AI.

   • Select all Contacts and assign them to this workflow. This step ensures that the Conversation bot is inactive for everyone at the outset.

Step-by-Step Workflow

Trigger:

• The workflow starts when a Payment Received event is triggered.

Action 1:

• Use the Update Conversation AI Bot and Status action.

• Set the bot status to Active for Contacts who have completed payments.

Action 2:

• If necessary, you can add additional follow-up actions, such as sending a confirmation email or triggering another workflow to notify your team.