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.

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.

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.

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.

Rest easy knowing your agents are always responding to the contacts you want and not responding to the ones you don't!