How to create outbound Bots

How to create outbound Bots

Overview

The simplest Bot you can create is an Outbound one step Information Bot.  This will send a message to the recipient and move to the next step. 
The documentation below describes the process of building Bots on our new Web App. If you are looking for old UI documentation please follow this link.

How to build your first outbound Bot - Quick tutorial

 

How to build your Bot

Log to Webio, click into BOTS then BUILD A BOT.


If you can't see Bots speak to your administrator about your access level

  1. Bot configuration:

















Choose:
  1. An unique Bot name.
  2. The channel you want your Bot to use.
  3. Your organization Sender ID from where the Bot will be sent from.
    1. Sender IDs are set within each bot from the IDs available to your Organization, before creating a Bot you will have to set up the Sender IDs that the Bot will be sent from.  Sender IDs can be configured from Settings>Organizations screen.
  4. The exact name of the fieldname (Campaign file column header) where you have stored your customer channel address (Phone numbers, WhatsApp IDs, Viber Numbers, etc.)
    1. If your fieldname doesn't appear in the "Sent To", simply click on "+Add Custom Value" and map it. Once added select it from the "Sent To" field.
If needed, you can change the name of the Bot, the Sender ID and the Sent To field from here. Do not forget to click UPDATE BOT if you are making any changes.  

Flow Building

  1. Navigate to "Message", select "Plain Text" then drag and drop the element on the Bot building screen.


  1. Compose your message then click save.
When you hit SAVE, a default output, will appears on the card. You can use it to link this step to another one and move the conversation flow to the  following step.



For instance, you may want to implement a "Move to queue" or "Set status" step. Check here the possibilities you can achieve combining the available Webio's Conversational Steps. 



Adding custom Fieldnames

When composing a message, use #Fieldname# to retrieve from your Campaign Template File (Or Internal System), custom values stored against the contact: this will make the message more personalised and relevant to the customer. 

                                                 

Make sure the #Fieldnames# you include in your message, are exactly the same as the ones on your Campaign Template file.
If your Custom Field does not appear in the #Fieldname# list, click ADD CUSTOM VALUE and map it.



Learn more about Custom Fields here.
  1. When you are happy with your Bot configuration hit CREATE BOT. 
Your Bot is now ready to be sent out through an outbound Campaign, check here how to create one.



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