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
Click CREATE STEP
Type your message into the box, set the next step to NONE and then scroll down and click CREATE STEP.
Click CREATE YOUR BOT and you are ready to send.
how to set up a Campaign and send the Bot you just created. Talk to your administrator if you do not have access to the campaign screen.
Want your bot to do more? Create complex bots with different step types and logic paths. Visit our Webio Champion Academy course 2. Webio Bots & Campaign to learn more about Bot creation and Conversational Steps.
Every time you create a new Bot, it will appear on the Bots screen list.
Click on the pencil Icon to edit your bot. From here you can change the bot general configuration.
Click Next once your changes are done. You will access now the Bot Conversational Step list.
Select the step you want to edit, make the necessary changes then click 'Update Step'.
Change other steps if needed and make sure to click on 'Update Your Bot'.
Update any Campaigns using this Bot.
To Delete a Bot, from the Bots screen, click on the edit icon and select Delete Bot.
Can't see Bots? Speak to your administrator about getting access to Bots, if you are an admin email firstname.lastname@example.org
In this article we will see how you can create a basic outbound Bot and set up your first Once-Off Campaign. Outbound Conversation: To start an outbound conversation, you will need to import data into the system. This can be done by logging into the ...
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 ...
Versioning of Bots
Quick Trick: Click into edit your Bot, select version, click REVERT TO VERSION You can quickly and easily revert to previous versions of your bots. Step 1 Click the edit icon (pen) next to the Bot you wish to view/alter version history for. At the ...
Bots are built as a series of steps. When you create a new step you need to choose what type of step it is. Below is a brief explanation of what each type does. Information Information steps send the message you have set and then move on to the next ...
Adding a payment step to your bot
Once you have added a payment gateway to your organisation you can add payment steps to your bots. Your bots will then be able to process payments securely, compliantly and easily. If you have not yet added a payment gateway to your organisation ...