Documentation Index

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64 results found for "salesbot"
Salesbot
Knowledge base
English
Salesbot overview
Knowledge base
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… shown in the screenshot (with two conditions: Until message received and Timer ), the bot will only follow one condition. If Salesbot receives a message before the timer expires, it will proceed with the step after the Until message received condition …
Salesbot triggers overview
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… user or create a task for the new user to review the lead's information For more information on creating Salesbots, refer to our article on Creating Salesbots . Tag triggers Tag triggers activate bots based on tag actions: - When a …
Manage Salesbot interruptions
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… go wrong if Salesbots interfere with each other. To learn about creating chatbots, refer to our How to create a Salesbot article . What are salesbot interruptions? Sometimes, when multiple bots are triggered in the same customer conversation, they can interrupt …
Use Salesbot templates
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reaction. The bot acknowledges the client's feedback, which you can also change according to your liking, thanking them for sharing their expe Bot closes the conversation and stops. Ask leads to share their contact information to opt into …
Track Salesbot analytics
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… your bot to help you identify where the Salesbot is not effectively taking a client further through the sales process. Salesbot stats Head over to Chats > Gear icon > Templates & Bots > Salesbots , to access the list of your salesbots. In addition …
Configure your Salesbot triggers
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If you have not created a Salesbot yet, you should! Check our instructions on how to make one here . Once your Salesbot is set up, you can further refine it using Salesbot triggers. This article will guide you through the …
Create a Salesbot in Kommo
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… your previously created Salesbots (if there are any), so you can either edit them or create a new one. Importing Salesbots You can also simply import your Salesbots from another Kommo account. Open Settings → Communication tools → Find the Salesbots section …
Round Robin in Salesbot overview
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In today's fast-paced business world, customer engagement is paramount, and personalization is key. With the Round Robin feature in Salesbot, you can effortlessly test and optimize your Salesbot menu usage. In this article, we'll delve into how …
Send voice messages via Salesbot
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… voice messages to your Salesbot in a few ways: From Settings → Communication Tools → Salesbot From Chats → Gear icon → Templates & Bots → Salesbot From Leads → Automate → +Add Trigger → Salesbot Create or edit a Salesbot Once in the Salesbot section, follow these steps …
Filling custom field data
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The Salesbot can change custom fields. It’s a great way to request for an email address or a phone number in the chat. In order to pick the field you’d like to request the chat user to fill …
Set up Power-up
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… If it finds a match, it automatically triggers the corresponding action — such as sending a predefined reply or launching a Salesbot sequence — helping you respond faster and more accurately without manual input. To learn more about how Salesbot works, check …
Set up Meta Conversions API (CAPI)
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trigger to start the Salesbot. By following these steps, you’ll be able to set up the Meta Conversions API effectively, ensuring you can track and optimize your ad performance with ease. If you need more help with setup or …
Manage Catalog templates with WhatsApp Business
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through a chat . Send through Salesbot Use Salesbot to send catalog templates automatically as part of a chat flow. You can recommend products based on a client’s answers, needs, or a pipeline stage. Example: Set Salesbot to ask about …
Enable WhatsApp Marketing Messages API
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What you’ll need: Available on Advanced and Enterprise plans (or during a 14-day trial) for Broadcasts and Salesbot, and on all plans for lead chats. MM API requires a connected ad account. Without it, this feature cannot be …
WhatsApp Marketing Messages API overview
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What you’ll need Available on Advanced and Enterprise plans (or during a 14-day trial) for Broadcasts and Salesbot, and on all plans for lead chats. A WhatsApp Business account with at least one approved marketing template ready for …
Create and use chat templates
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What you’ll need: Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial) Keep in mind: Only Admins can create, edit, or delete chat templates Only Admins can set up Salesbot and broadcasts WhatsApp Business templates must be …
Kommo Chat inbox overview
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What you’ll need: Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial). Admin access in Kommo to set up the Chat inbox At least one connected messaging channel A configured AI agent or Salesbot to use automated …
Automate pipeline actions
Knowledge base
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What you’ll need: Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial). Administrator (Admin) access in Kommo to add triggers and set up automations. Keep in mind: To use the AI agent or Salesbot, you need to …
Manage bookings in Kommo
Knowledge base
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… users with the Admin role can set availability and add booking types. Notifications to leads can be sent only via Salesbot , which is available on Advanced and higher plans . In this guide, you will learn how to manage bookings in …