You can create chatbots in Lead Gen & CRM that operate based on specific logic branches.
These branches can be configured with actions that do specific things, such as modifying the lead's information in your system or sending an email to the lead.
This article will provide information on the various actions that are available for chatbot automation.
Article Contents
- Chatbot Actions: Questions and Responses
- Chatbot Actions: Referral Action
- Chatbot Actions: Live Chat
- Automation Actions: Communication
- Automation Actions: Notification
- Automation Actions: List Actions
- Automation Actions: Contact Edit Actions
- Automation Actions: Sales Optimizer
- Automation Actions: Referral Actions
- Automation Groups: Select an Action Group
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Chatbot
Automation| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ✓ | |
| Salespersons | ||
| Jr. Salespersons |
Chatbot Actions: Questions and Responses
The following is a list of actions that cover how chatbots provide questions and responses:
| Action | Description | Options |
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Ask a |
Provides an initial question and a set of answers for the lead to interact with. |
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Add chatbot |
Adds the selected response that will appear after the lead selects an answer to the initial question. |
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Collect lead |
Selects the lead data you would like to collect. Creates the lead if the lead does not already exist. Will not ask for previously obtained information unless reconfirming. |
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Chatbot Actions: Referral Action
The following is a list of actions that cover how chatbots send referral content:
| Action | Description | Options |
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Schedule a |
Schedules a previously created meeting between an assigned user and the lead. |
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Send |
Sends a previously created referral email to the lead. |
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| Send media |
Sends a previously uploaded Media Center asset and, if available, an associated trackable link. |
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Provide |
Sends a URL that links to content hosted outside of Lead Gen & CRM. |
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Chatbot Actions: Live Chat
The following is a list of actions that cover how chatbots interact with Live Chat:
| Action | Description | Options |
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Enable |
Enables Live Chat functions. |
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Automation Actions: Communication
The following is a list of actions that cover how chatbots communicate with leads:
| Action | Description | Options |
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Send the |
Sends a previously created email to the lead. |
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Automation Actions: Notification
The following is a list of actions that cover how chatbots notify users about lead interactions:
| Action | Description | Options |
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Send a |
Sends information about leads who have interacted with a chatbot to a designated user. |
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Send a |
Sends information about leads who have interacted with a chatbot to a designated email address. |
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Post back |
Posts lead information to an external web application via that application's postback URL. |
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Automation Actions: List Actions
The following is a list of actions that cover how chatbots manage leads in lists:
| Action | Description | Options |
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Add to |
Adds the lead who interacted with a chatbot to a previously created list. |
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Add to lists |
Adds the lead who interacted with a chatbot to a previously created list that has as specified list tag. |
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Remove |
Removes the lead who interacted with a chatbot from a previously created list. |
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Remove |
Removes the lead who interacted with a chatbot from a previously created list that has as specified list tag. |
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Automation Actions: Contact Edit Actions
The following is a list of actions that cover how chatbots manage contact information:
| Action | Description | Options |
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Assign |
Adds the lead who interacted with a chatbot to a previously created campaign. |
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Assign |
Assigns a specific lead owner to the lead who interacted with a chatbot. |
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Change |
Changes the status of the lead who interacted with a chatbot. |
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Change |
Changes the persona associated with the lead who interacted with a chatbot. |
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Change |
Changes the field associated with the lead who interacted with a chatbot. |
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Increment |
Increases a number counting field associated with the lead who interacted with a chatbot by a specified amount. |
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Decrement |
Decreases a number counting field associated with the lead who interacted with a chatbot by a specified amount. |
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Remove from |
Removes the lead who interacted with a chatbot from a specified action group. |
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Remove |
Removes the lead who interacted with a chatbot from a specified visual workflow. |
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Automation Actions: Sales Optimizer
The following is a list of actions that cover how chatbots manage Sales Optimizer actions:
| Action | Description | Options |
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Create |
Creates an opportunity attributed to the contact who interacted with a chatbot. |
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Create |
Creates a sales task attributed to the contact who interacted with a chatbot. |
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Automation Actions: Referral Actions
The following is a list of actions that cover how chatbots manage referrals:
| Action | Description | Options |
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Send a |
Sends notification to the referrer for the lead who interacted with a chatbot. |
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Automation Groups: Select an Action Group
The following is a list of actions that cover how chatbots interact with action groups:
| Action | Description | Options |
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Select an |
Adds the selected action group to chatbot automation in a read-only state. |
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