The power of CloseBot is fully realized when you are able to change your agent's job depending on previous values. Whether these are existing contact fields or action outputs, you can change how leads are qualified based on collected information.

In this example, we will conversationally gather a contact's full name and phone number. If the phone number area code includes "308", we will also ask them if they know the DeCora Family (I'm from a small town where everyone knows eachother... 😂)

Let's start with an objective that gathers those first pieces of information. We want their name and the phone number output will be used later to route different ways depending on the value (skipping objectives).

Using the branch action or switch action is a great way to change the flow based on other variables. Here we have a couple of choices. We could branch based on the contact field phone or the result of the output of the objective node. Either way works, but we want to show an example using the latter here.

Notice how we also have access to more than just the output. We can do different things depending on the number of attempts it took to accomplish the sub-objective or whether or not it was successful (not successful, for example, if max attempts skipped it).

In this example, we want to continue to a different objective to see whether or not they know the DeCora Family ONLY if they have the "308" area code.

If they don't have the "308" area code and after they answer whether or not they know the DeCora family, we just want to hang out and chat with the conversation action.

Just like how you can build a script for a human that may involve routing to different objectives depending on previously collected information, you can do the same with your CloseBot Agents! Have you found a creative way to route leads? Let us know in our Facebook User Group!