Overview
The Statement action tells your agent that you want it to say something at this point in the job flow.
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
Within the advanced settings, you’ll find an option that lets you choose whether the job flow should automatically proceed to the next action or wait for a response from the contact.
By default this option is turned on, allowing the bot to move to the next job flow action without a response. Turning off this option is useful when you would like your lead to respond before progressing to the next job flow action.
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.