Overview
CloseBot integrates seemlessly with our native integration sources. This means you must use the filter options within CloseBot to determine when it will (and won't) respond to a contact. This means editing the tag and channel filters while creating a new job flow or editing an existing one.
Channel Filtering
One of the ways to filter which contacts you want your agent to reply to is via the channel filters. Using channel features you can choose to allow your agent to ONLY reply on certain channels. For example, maybe you only want your agent to reply via Live Chat and SMS on your GoHighLevel source.
Tag Filtering
Another way to filter which contacts you want your agent to reply to is to use tag filters. Tag filters tell your agent which tags must be present and which must not be present in order to reply.
Green Tags (Checkmark): The green tags indicate that this tag must be present for the contact to enter the Job Flow. If you have multiple green tags, the contact must have all of the green tags.
Note: You can also choose to have no green tags so there will be no required tags for your contacts. This is great when having your bot respond to Chat Widgets and Facebook Messages where you expect the leads to be new in your system.
Red Tags (Disallow): Red tags indicate that contacts with this tag should not enter the Job Flow. If the contact has any of these tags, the contact will not enter the Job Flow.
Note: AI Off tag is disallowed by default. Unlike the green tags where the contact must have all of the tags to enter, the contact must only have one of the red tags to be disallowed to enter the Job Flow.
Look at the example here below. In this example, the agent work ONLY reply to contacts that have the tag ai aggression detected and DO NOT have the tags ai off or ai bot detected present.
Summary
Rest easy knowing your agents are always responding to the contacts you want and not responding to the ones you don't!