Listening Steps To Gather Data (New Web App)

Listening Steps To Gather Data (New Web App)

Overview

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. 


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