Workflows

Automate simple processes, offer proactive support and engage your customers with Intercom's Custom Bots

  • 341 Topics
  • 716 Replies

341 Topics

L
LaMintActive User
asked in Workflows

What are the different use cases for path building in Res. bots versus path building in custom bots?

how do I decide which bot to use if I want a path based answer system in place for self-help for customers?

1
Eric Fitz
2 years ago
A
AriadnaNew Participant
asked in Workflows

I want to remove the bar " send message" under the options that I already set up in custom bot

I want to remove the bar " send message" when de custom bot start it.

1
Eric Fitz
2 years ago
R
RebecaNew Participant
asked in Workflows

Do I need to combine a Task Bot with a Custom Bot for new inbound conversations?

If I'm setting up a custom bot from new conversations for example, should I have a Task bot in place as well? I get really confused in regards to this

1
U
2 years ago
M
Mike W11New Participant
asked in Workflows

I am building a custom outbound bot where in one of the conversation flows I'm asking a visitor to submit 4 pieces of data. What is the best way to set this as a goal completion?

Once completed, the conversation will be routed to a Sales group. However, I'm having difficulty setting a goal with the desired structure. Specifically, the questions are: NameTelEmailCredit Range In goals, I can only set the "goal" related to one of the options in Credit Range. However, "completion" in my mind is actually just selecting any Credit Range option. This completes the 4 data points. Is there a better/different way to approach this?

1
Eric Fitz
2 years ago
U
User170New Participant
asked in Workflows

More custom bots live

Hi everyone.  I have setted up 2 custom bots - 1 for Leads/Visitors, and 1 for Users only.  Unfortunatelly, no matter how I tried, the User's bot is showing to the people who even logged off of their accounts. I was looking for some workarounds but even when we used the Hash check (Force Identity verification) it still doesn't work as we need.  I tried to set some rules on it (Page URL is / is not...) but that actually just turnd off the chatbot completely.  Is there any way we can force check WHO is actually using the chatbot at the very moment? For example: Scout logged onto his profile and then logged out - We want to show him only the bot which is for Leads/Visitors - But the chatbot stores data's about the user's account automatically which is actually contraproductive on our end and hence the logic simply doesn't work as it should 😤

3
U
2 years ago
U
User158New Participant
asked in Workflows

Can I edit Resolution Bot's response when it doesn't have an answer for a question?

We want to change the standar reply : ¨ I`m just a bot...¨ whenever there is no answ for the question. How can we do that?

1
Eric Fitz
2 years ago
U
User140Active User
asked in Workflows

Any companies here actively using Resolution Bot with success and willing to share a URL?

Our team is looking into upgrading and I would love to poke around on a few websites and test out the feature from a customer perspective. :) Thanks in advance! 🙏

2
U
2 years ago
U
User144New Participant
asked in Workflows

Can custom bot not work with Messenger's "Require search before starting a conversation" feature?

When it opens the chat it just goes directly to chatting with a user - not the bot...

1
R
Top Expert
2 years ago
J
Jon T11New Participant
asked in Workflows

I have a Custom Bot that is not sending chat ratings. Is it possible to prompt a rating request manually at the end of a conversation?

I have made a Custom Bot that is started from a conversation for our users. This is to triage support issues and does not include the Task Bot at all. From what I am gathering, because I am using a Custom Bot and not a Task bot, a rating will not be prompted to the user. From what I am reading there needs to be one response as well as 250 minimal characters. I ask 6 questions during the ticketing process so I don't expect the issue is under the character limit.  Is there any way to guarantee that a chat rating will be sent? It would be great to have a "Prompt a chat rating" or "Whenever a chat is closed regardless of Operator Bot, send rating = True or False"

1
S
2 years ago
J
Jeff S11New Participant
asked in Workflows

How to clone Custom Bots?

I need to create a slightly altered version of one of the custom outbound bots I'm running with slightly different targeting, but I don't see an option to clone my existing bot within Operator. Do I have to recreate each bot every time with all the paths and everything?

3
R
Top Expert
2 years ago
H
HillelNew Participant
asked in Workflows

How to get responses from the Custom Bot to be sent to a webhook?

Hi our use case is we want to use WhatsApp with Intercom for automated two-way messaging. We have set up octopods and we can receive WhatsApps from a mobile number in our Intercom Inbox. How do we use our existing custom bot to receive the WhatsApps in our Inbox and respond but the response goes to a Webhook. We will accept the Webhook in another program and convert the response into a format that WhatsApp can accept and then send a WhatsApp via the Conversations API back to the mobile number. This way we can automate responses to conversations programmatically.

4
T
2 years ago
U
User767Connector
asked in Workflows

What can I do about Resolution Bot responding even after someone says "great, thanks".

This isn't the best experience. Is there a way to stop resolution bot looping after specific keywords?

2
U
2 years ago
J
Jamie GConnector
asked in Workflows

If Resolution Bot doesn't know the answer, can I route the conversation to another API?

Hi, I am trying to use the API to send the customer's question to another custom API if the resolution bot doesn't have an answer. I couldn't find anything in the docs about this. Is that possible?

6
J
2 years ago
J
Jon T11New Participant
asked in Workflows

Is there an automation to handle abandoned Custom Bot conversations?

We have built out a Custom Bot to react to all new conversations. Most responses are recorded with Reply buttons.  I am hoping to create an automation for when a user does not respond to the reply buttons. Within the Custom Bot settings there is an option that will "Auto-close abandoned Custom Bot conversations" but instead of closing the conversation, I would like to try to engage the user who is interacting with the Custom bot.  It doesn't appear that I can add a Resolution Bot AND Reply buttons in this instance... Is there a way to re-engage with the user? or should we assume that auto-closing the conversation is the best option?

2
Kevin Bendixen
Top Expert
2 years ago
P
Parth KNew Participant
asked in Workflows

Can I ask a user to verify if the email address we have recorded for them is accurate?

can I ask a user if this is his email or not? And if not then only ask for a email. Basically I want yes no question with prefill email id. Is that possible?

1
R
Top Expert
2 years ago
U
User767Connector
posted in Workflows

I'm working with over 100 resolution bots and I'm having trouble keeping them organized.

I'm working with over 100 resolution bots and I'm having trouble keeping them organized. Are there any upcoming features around adding labels, tags, or folders? Anyone have any suggestions for workarounds in the meantime?

0
U
2 years ago
R
Richard F11New Participant
asked in Workflows

Why am I getting the error message "Could not generate a selector. Please add your selector manually." when building a Custom Bot?

Cant's select an element to launch a custom bot. Error message: Could not generate a selector. Please add your selector manually. I'm trying to add a custom bot which needs to be launched by clicking a button. When I try too select the element on the website, it keeps throwing up the error: "Could not generate a selector. Please add your selector manually: (Error: Selector was not found.)". This is despite the element having the attribute:<a class="bottom-price-btn theme-btn-2 btn" data-intercom-target="Get in touch">Get In Touch</a> Any ideas how I get this to work?

1
R
Top Expert
2 years ago
M
Matthew P14Connector
asked in Workflows

I would like to use some query string data from incoming website visitors to inform my custom bots. Is this possible?

We have visitors coming from emails (sent by a third party) and from banner ad placements. I would like to utilize data that gets passed via that query string in various custom bots to display specific messages. What is the best way to go about this?

1
R
Top Expert
2 years ago
U
User77New Participant
asked in Workflows

When will you support custom bots from a button on the Mobile SDK ?

When will you support custom bots from a button on the Mobile SDK ? It should not be that hard to do !! it should has the same logic as Mobile Carousels and articles I should just use the ID and it should work!! Please work on shipping this faster 🙏 Thanks

1
Milan
Top Expert
2 years ago
U
User978Connector
asked in Workflows

Is it possible to have a different Outbound Bot for every domain/subdomain?

Is it possible to have/setup a different Outbound Bot for subdomains than the Outbound Bot that shows on the main domain? Thanks!

3
R
Top Expert
2 years ago
U
User56New Participant
asked in Workflows

Can you change a custom bot type from "trigger from a button" to "outbound" without building an entirely new bot?

Can you change a custom bot type from "trigger from a button" to "outbound" without building an entirely new bot?

1
Brent
Super User
2 years ago
A
Andy S11New Participant
asked in Workflows

Looking to hire a freelancer to build Custom Bots for me!

Hello!I am looking for someone (freelance/company) that can create custom bots for me in Intercom? I just dont have the bandwidth to figure it out, but have the IFTT statements to get something off the ground. Any help would be much appreciated!

1
R
Top Expert
2 years ago
M
Matthew P14Connector
posted in Workflows

Bots aren't triggering when they should

Different from the question below. I've created an outbound custom bot that I'm A/B testing that is set to show to Leads & Visitors during office hours. However, when I preview the bot it doesn't appear. I've set these bots live and they do not appear to the user either. What am I missing? 😭

1
R
Top Expert
2 years ago
M
Matthew P14Connector
asked in Workflows

Can I set up a custom bot to map an answer to a field (that is required) to create a SF lead?

The product category field on our SF Lead object is required. That field is restricted to a set of picklist values (see below screenshot.) Can I build a custom bot to either have the customer choose from a product list that I create OR map whatever answer the user enters to be one of the values in this picklist? Thanks in advance!

3
R
Top Expert
2 years ago
R
RedowanNew Participant
asked in Workflows

Why did my bot shown to the users where we've set leads and visitors as the audience?

We've set a new custom bot from outbound and set the audience to "Leads and visitors". But the bot was shown to our subscribed users too. How's that happened?

7
Eric Fitz
2 years ago
Ask a question
Terms & ConditionsCookie settings