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Statement

Learn how the Statement action works within CloseBot and some ideas of how and when to use it

Bryce DeCora avatar
Written by Bryce DeCora
Updated this week

Overview

The Statement action tells your agent that you want it to say something at this point in the job flow.

Important distinction:

  • Statements GIVE information to the contact.

  • Objectives GET information from the contact.

If the purpose of the step is to tell the contact something, clarify a point, provide instructions, or deliver a URL, a Statement is the correct action—not an Objective.

Send With or Without AI

This action gives you the option whether or not you want to allow AI to send the message or send the message verbatim (exactly as written).

Use AI to generate a response ➡️ AI will look at your input in the Statement field and generate the response according to your instruction, which allows the statement to be more conversational.

Without AI ➡️ CloseBot will send the message in the field exactly as it is written to the contact.

Advanced Settings

Move on without a response from the contact
By default, this option is turned on, which means the Agent will automatically proceed to the next action after sending the statement—no reply from the contact is required.
If you turn this option off, the Agent will wait at this step until the contact responds before continuing. This is useful when you want the contact to acknowledge something or provide information before allowing the flow to continue.

Link of an image to send
This optional field lets you paste a direct link to an image, and CloseBot will send that image to the contact along with the message. This is perfect for sending product images, screenshots, flyers, or any visual asset you need the contact to see.

Example Implementation

Maybe we would like to conversationally gather a contact's first name and email address and then proceed to send them a link with the obtained information included as query parameters in the link. Query parameters are a common way to send information within a link to pre-fill forms. Would be handy to pre-fill any form you send a contact with information you have already!

First, let's set up an objective to gather some information (name and email). Learn more about objectives HERE.

Next, let's add a statement action that will let them know we are sending a link. We are going to include an immediate statement action after this action to send the link. The first will send the message with AI (making it conversational).

The second statement objective will send the message exactly (not using AI) to make sure the link contents don't get messed up by accidental AI modification. Any time you want to make sure something sends EXACTLY as you typed it, don't use AI.

This is the resulting conversation from the job flow we built in this example 💪 quick and easy to build something super powerful!

Next Steps

Try using the statement action and let us know use cases you've found in our Facebook Community 👏 Other users love to see ideas on how to use CloseBot actions.

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