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 Client Testing Portal 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…

Client Testing Portal

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

Learn About 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

Use this action to learn how you can sort contacts based on distance.

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

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 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

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

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.