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. You will do this by 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.
Some source types, like HubSpot's Integration use lists instead of tags
The example below shows a job flow connected to Crossfit Gym where it's allowed to communicate only on the SMS Channel and only if the tag 28daytransformation or reactivationapril is present AND does not contain the tag member AND does not contain the tag ai off.
Where to Set Source Filters
Click on the Sources tab on the right side of the builder then select the source whose filters you would like to change.
Summary
Rest easy knowing your agents are always responding to the contacts you want and not responding to the ones you don't!