Overview
There are settings that are able to be modified per source. We assume each source is a different business, so the type of settings you find here are the things that businesses want to have control over. You can modify these settings per source, but so can any client users you invite and add to that source.
Finding Source Settings
To locate the source settings area from your owner account, navigate to sources and then click the three dots and edit source. Each source has some of its own settings that either you or clients can modify.
About Each Setting
As mentioned, settings that may be unique per business can be found here. There are 3 main pieces that allow CloseBot to work: Personas, Job Flows, and Sources. Personas are the people that do jobs (together making an agent). Sources are like the businesses that these agents work for. Clients that come to edit source settings have access to some of these settings, but not all.
Source Information
The general source information section shows you information for the source and the client users that are connected. This is also where you can enable two different features:
Bot Auto Shutoff on Manual Message - the ability to have the agent automatically turn off if a manual message is sent from within the source.
Graceful Goodbye - let the AI decide not to reply in instances where the contact has said goodbye (not always trying to have the last word). When a lead says, "Goodbye" or anything like it, it will stop CloseBot from generating the next message. This will not turn off the bot completely but will stop one response from going out.
Connected Job Flows
Easily see and modify filters on sources per connected job flow.
Job Flow Variables
Here you can modify job flow variables. These variables allow you or your client to change the specific values that are created in your Job Flow.. Clients are able to modify these values if they have been given a seat. These variables allow for one Job Flow to be attached to multiple sources while still offering unique information to the leads that came from each source. You can learn more about job flow variables HERE
Follow-Up Availability
Each source is able to set their availability for follow-ups. You set up follow-up cadences within your job flow settings, but those follow-ups adhere to each businesses unique availability set up here. Clients are able to modify this themselves too if they have been granted a seat.
This setting will only effect the time-frame that follow-ups will happen and will Not effect your agent's ability to respond to a lead who has sent a message.
Summary
There's way more to CloseBot than just making expert-level agents. It's also easier than ever to manage these agents across various business that you run or support! 👏