Logical Branching - Adding a date comparison

Logical Branching - Adding a date comparison

Overview

Logical Branching Date Comparison (Between), verifies that the date provided by the customer falls between today's date and the cut-off date you set, allowing you to ensure the date provided during a conversation is within an acceptable range.

How to configure a date comparison

Start by adding an Entity Gathering or Listening Step, remember in what field you are storing the data, this is the name of the field you want us to store the response in. You will need this in the next step. 


Add the message you want to send to customers with your call to action for them to reply with the proposed date.
This needs to be in the format dd/mm/yyyy for Listening Step, for Entity Gathering the system will automatically convert the date in the required format. 
Now create your Logical Branch Step:

Select Logic from the Action block, then click ADD LOGIC.


From the Logic Block, select BEETWEEN and drop it onto the box.

Select the field name that you gathered through Listening or Entity Step.   
Select the branching condition: Date between
Select the field name from your Campaign File that you will be providing the end date in against each contact.


Set the route through your Bot from the Listening/Entity Gathering step, through the Logical Branch and beyond.  Don't forget your default Steps.

The most important part, create a Campaign that uses this bot and do a full test of all the routes through it.  Make sure your bot does exactly what you want it to.


    • Related Articles

    • Logical Branching

      Overview Logical Branch steps allow you to configure a path through a bot based on the time of day, day of the week, number of connected agents, or customer input. In addition, using Logical Branch, you can compare values collected from the customer ...

    • 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 ...

    • Logical Branch - Active Agents

      Overview After a conversation enters a queue, using a Logical Branch step, you can route the conversation based on the number of Agents that are active on that queue at the moment that the conversations happening. Please note that the system is ...

    • Entity Gathering step

      Overview Thanks to Webio's Entity Gathering, your Bot is able to identify and collect a piece of information gathered from an inbound message such as a: Phone Number Dates Person Name Numerical Value Post Code Amount Of Money The gathered information ...

    • Self-Service Studio - Generate Campaign File

      Overview The Generate Campaign screen l lets you segment your whole customers dataset and generate a customer targeted campaign file based on the range of values you specify in this panel's fields. Your campaign file will include: Customers' IDs ...