Creating a campaign
Before you start Once you have logged into your account, you will land on the Campaign view, if not click into Campaigns. You'll see any campaigns that are running or waiting to run for the current day. You can set up either inbound or outbound ...
Sharing your Bots within your Webio organisation structure gives you flexibility to maintain and send bots to meet your business need. Advisors can send Bots from within the conversation and colleagues can take responsibility for updating the Bots ...
Creating Simple Bots
The simplest bot you can create is a one step information bot. This will send a message to the recipient. Click into Bots If you can't see Bots speak to your administrator about your access level Click CREATE BOT Fill in the detail and click NEXT ...
Setting A Conversation Status
Set a status either from within the conversation pane, by clicking on the 3 dots in the left hand view, clicking set status then selecting the status you want or alternatively have a bot set the status as required through using a Set Status step type ...
Taking over a Bot conversation
Quick Trick: Click into the conversation, click intervene. When a conversation is being managed by a bot, users are not able to reply. There are times however when you know best and want to be in control of the conversation. Webio now allows you to ...