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Conversations Chatbot Automation
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=== Step-by-Step Instructions === The setup and customization of the '''Chatbot Automation''' can be broken down into the following key components: ==== Changing the Trigger ==== To modify the trigger for your '''Chatbot Automation''', follow these steps: # Click the block labeled '''Trigger''' at the top of the automation. # A '''Select Trigger''' modal will appear. Choose the preferred trigger to initiate the automation. It is important to remember that you can only choose one trigger, which can either be: * **Visitor clicks the chat widget**: Begins the automation when a site visitor interacts with the chat. * **Visitor sends first message**: Initiates the workflow when the visitor sends their first message. ==== Adding Actions ==== You can include up to 100 actions in your '''Chatbot Automation''' workflow. To add actions: # Click the node (+) where you want to insert the action. # A '''Select a Block''' modal will appear. You can choose from the following available actions: * **Text Block**: Create a message for site visitors. * **Question Block**: Collect information and guide conversations based on visitor responses. * **Form Block**: Request personal details from visitors via a web chat form. * **Enter an Automation**: Enroll visitors into another automation after collecting their email address. To configure each action, simply follow the prompts within each block to populate the fields and save your changes. ==== Editing Actions ==== You can modify any existing action in the '''Chatbot Automation''' by clicking on the respective block. Here is how to update specific block types: * **Text Block**: Update the displayed message by typing in the '''Text''' field. Save your changes by clicking the '''Save''' button. * **Question Block**: Adjust the question being asked, the data saving options, and any branching logic according to visitor responses. * **Form Block**: Change the fields displayed, make them required, or disable the web chat composer until the form is submitted. ==== Removing Actions ==== To delete an action from your '''Chatbot Automation''': # Hover over the action you wish to remove and click the '''Delete''' button. # Confirm the deletion by clicking the '''Delete Block''' button in the modal. ==== Turning Off the Chatbot Automation ==== If you need to deactivate the '''Chatbot Automation''', simply toggle the switch to the off position. When off, the toggle will appear red and display an "X". To re-enable it, toggle back to the on position.
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