Listening Steps To Gather Data (New Web App)

Listening Steps To Gather Data (New Web App)

Overview

The Listening steps can be used to gather responses and store them in either Data fields or in Customer ID fields.  If you store the response as a Customer ID then that value will display in the conversation screen and in reports and webhooks where the Customer UID/Customer Ref is shown. 

Warning
Check how this works on the Classic Web App Listening Steps To Gather Data (webio.com)

Step Configuration

1) While on the Bot building screen, select Listening Step as the type.



2) Next you need to decide on a name for the field you want to store this value in.   You can then use this name later in your message content by using the #Field Name#.



3) Select the Type of value that you are collecting.  This can either be data or Customer ID.  Data will be stored in the system for future use, Customer ID will display in the conversation screen and in reports and webhooks where the Customer UID/Customer Ref is shown.



4) Set the routing for your default path. For instance you might want to let your customer perform an ID&V and confirm their identity using their customer ID, before displaying them further information stored against their channel address/custom ID.



Gathered data match our records.
Gathered data doesn't match our records. 


    • Related Articles

    • Step types

      Overview Bots are created as a flow of steps. The Bot's automatic conversation will follow the flow according to the rules and the path you have configured. When you create a new step, you need to choose what type of step it is, configure it, and ...

    • New Releases

      This article will be continuously updated with the latest release information. 23/10/24 - Increase in font size Following user feedback we have increased the font size to improve readability. 23/10/24 - Conversation Display Performance Increased ...

    • Outbound Campaigns

      Overview Webio's Campaigns screen simplifies the way you manage your bots' schedules. It allows you to send bots to your contacts allowing you to configure inbound or outbound campaigns. Outbound campaigns can be set to go as: Once Off campaign - you ...

    • Insights

      Overview From the Insights screen you can access your insights for every aspect of Webio. Monitor your campaigns, messages, agent activity and more through insightful widgets. Full data export tables are also available. Types of Widgets When ...

    • In App Notifications

      Overview Stay on top of your tasks and never miss a beat with our new In App Notifications feature. When you are logged to Webio and a new conversation is assigned to you, you’ll receive an immediate notification, ensuring you’re always in the loop, ...