The switch action doesn't make your agent say anything, but allows it decide which of many ways to route a conversation. This can be used for many things, but a common use case would be unique lead qualification journeys depending on conversationally obtained type of lead.

Left value and right value are the things you're comparing. For example, you can check to see if two contact fields are the same... or if a field contains a certain text... or if a number field is greater than or less than a certain number. All of this is possible with the switch action.

You have the option of many different operators. Each operator automatically tries to convert the input into the expected type for comparison. In short, the left value, right value and operator are very smart. Learn more about the operators HERE.

Aside from the operators equal and not equal which can work for multiple different types of inputs, the rest of them are variable-specific.

Another super-power you have is the ability to let AI decide the switch path for you. Image that you want to analyze an existing conversation and switch depending on which car the contact mentioned they own earlier (maybe because you had an objective to determine car type). Enable the ability to use AI to power the decision.

This can be helpful when you want to switch based on things that you may not have collected and saved to a variable or is not able to be referenced from a previous action's output.

Let's imagine we want to get a website visitor's name and whether they are buying a house, selling a house, or both buying and selling. We would start by having an objective to gather some of that information, saving the contact name to the appropriate field in our source. However, we don't have a field for buyer / seller / both so we do not input an output variable.

Next, we add our switch action to branch and do different things whether they are a buyer, seller, or both. Notice four branches are created here (one for each case plus another if the AI determines it matches none of those options).

Then let's continue to qualify buyers and sellers uniquely with a different objective for each. For example, we want to know a seller's address and a buyer's price range.

We might want to do both of these things if they are both a buyer and a seller and stop responding if the AI determined none of these options fit...

Let's test this conversation by clicking Test at the bottom of the flow builder.

Switching in a conversation depending on different things has never been easier than with CloseBot. Try using the switch 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.