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

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

Tools - General

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

Email Follow-Up (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

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 the save conversation action can be used to update fields with conversation data

Save Conversation

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

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 more about this why the conversation is happening section, what to put in here and what not to include

Why the Conversation is Happening

learn about the important business information section and when to use it compared to the similar knowledge library section

Important Business 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

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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