Bots Sharing

Bots Sharing

Overview

Sharing your Bots within your Webio organisation structure gives you flexibility to maintain and send bots to meet your business need.  Advisors can send Bots from within the conversation and colleagues can take responsibility for updating the Bots you have shared to them.

You can share a bot to any sub/child organisation.  This is an organisation that you can see when you click onto the organisation screen.

Warning
Sub organisations will also need access to the channel sender ID being used in the shared bot. How to configure the organization Sender IDs 


How to share a bot

To get started go to your Bots screen and select the Share button.


You will see a list of all the Bots available to you.  Select the Bot you want to share and click NEXT.



Select the organisation you want to share the Bot to and click SHARE.



Your bot will now be available to users of that organisation.


Sending Bots to a conversation

Any bots, that have built within or shared to your organisation are available to send to individual conversations.  

To see available Bots, select the bot icon in the conversation chat widget at the bottom of page then select the Bot you want to send from the list available and it will be sent to the conversation.



    • Related Articles

    • How to build an Inbound Bot

      Overview An inbound bot collects the channel ID from which the contact's message is sent, and uses it to send messages back. Once the customer's inbound message is received, to continue the conversation, you must necessarily use a Listening, or a ...
    • How to configure the organization Sender IDs

      Overview The channel Sender ID it is 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. This will be dictated by the channel you want to create ...
    • Useful Resources

      Useful Resources: Find below some useful resources that can help you to build your first bot and get familiar with the Webio platform. Bots Step Types overview Step types (webio.com) Build a bot on the new Web App 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 ...
    • Bot sender IDs

      Overview Before creating a bot you need to set up the channel sender IDs that the bot will be sent from. This will be dictated by the channel you want to create your bot for. How to configure sender IDs for your Webio Organizations Check how to set ...