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 UID, 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

    • Conversation Flow Builder & Step types

      Overview From Webio Bots screen, using our drag-and-drop interface, you can create conversation flows. Each "block" represents a piece of the conversation, such as a message, an action or waiting for an user input. When building a bot your can add ...

    • Webio Webhook - What it does (New Web App)

      Overview Using Webio's webhook you can configure your endpoints within your Webio organisation to post or retrieve data. Identifying the request is from us To generate the JWT header you need the api key from your Webio organisation, your secret key ...

    • Webhooks within your bots (New Web App)

      Overview Webhooks allow you to use real time information within your Webio bots. This can be used to provide customers' up to date information within the conversation or to configure logic decisions within your bot based on information provided from ...

    • WhatsApp templates

      Overview When using the WhatsApp channel, to start a new outgoing conversation, you will need to send a bot containing a message template (Template) pre-approved by Meta. As soon as the contact's response is received (you can't interact with a ...

    • Conversations screen elements

      Overview When you are on the Conversations screen and you select a queue, the list of conversations stored into it is displayed on the left side of the screen. Selected Conversation Once the queue is selected, clicking on a conversation cards will ...