CloseBot

The Pro Templates Library are a collection of pre-made templates of many different business types for users to use as a guide for building out a Job Flow.

Pro Templates Library

The Share Demo option allows you to share a fully interactive demo of your CloseBot Job Flow with anyone. Prospects or clients can interact with the agent in real time…

Share Demo

Michael Swan

Bryce DeCora

Learn about settings within the job flow area

Job Flows

Tools are Job Flow specific features that will give your Agent more abilities

Agent Tools

Custom Tools

Sends an email to the contact when they ask for one.

Email Tool

Smart FAQ monitors conversations for information your agent doesn't know and after you give it the missing information automatically creates a knowledge document.

Smart FAQ

Features that give your agent improved abilities

Tools

Agent Node 🤖

The conversation action tells the Agent that you would like it to hang out and chat when it gets to that point in the flow

Conversation

Objectives are a type of action that have your Agent gather information and update fields along the way

Objective

Learn how the Statement action works within CloseBot and some ideas of how and when to use it

Statement

Learn how the true/false action helps you to branch into one of two different paths for the conversation

True/False

Learn about the Switch action that lets you route the conversation any one of many ways depening on previous information

Switch

Learn how the delay time action works to make your agent wait a set time period at a certain point before continuing on to the next action

Delay (time)

Delay (variable)

Learn how custom scenarios work to jump to a different point in a conversation with ease to do a different job flow

Custom Scenario

Aggression Detected

The Bot Detected Action will determine if the contact is an automated system.

Bot Detected

learn how the stop responding action in CloseBot works

Stop Responding

Learn about the conversational booking action and how to use it to conversationally book to your calendar

Booking

Learn how to use the custom webhook action to gather or update external data at a certain point in a conversation

Custom Webhook

The actions that are under the "Other" section of the Job Flow Actions tab are powerful tools to supercharge your agent's abilities.

Other Actions

Check Distance is available as both an action and as a tool. Both options give your agents the ability to do actions based on the distance/time between two addresses.

Check Distance

Learn more about how to effectively use the Get Property Details action.

Get Property Details

Send a Street View image of an address to the contact for verification purposes or use it for your own internal means.

Generate Street View/Send Property Image

The Set Field action allows you to update a field in your CRM to a specified value.

Set Field

The Modify Tags action is likely the most useful action within CloseBot for Highlevel or Lead Connector users. Tags can help activate workflows in your CRM, sort and group people…

Modify Tags (GHL/LC)

Learn how each of the drag and drop actions works

Actions

Learn about the operators that are present on the switch and branch actions

Action Operators

learn about prohibited words in the settings of job flows, how and when to use them

Prohibited Words

learn about the Job Information sections and when to use it compared to the similar knowledge library section

Job Information

learn about job flow (source) variables and how to use them to templatize your job flows for use with multiple sources

Set Up Job Flow Variables

learn about follow-ups within the job flow settings and how the follow-up cadence works/ when they happen and don't happen

Follow-ups

learn how to use keyboard shortcuts to speed up your time in the job flow builder

Keyboard Shortcuts

The Chat Summary Tool allows you to continuously update a contact field within your CRM with the latest summary of your agent's conversation.

Chat Summary

The Chat Transcript allows you to continuously update a contact field within your CRM with the latest transcript of your agent's conversation.

Chat Transcript

Settings

Create a custom design with text, images, and links

Facebook

YouTube

Office Hours

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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