Set up Salesbot

• Go to the Leads - funnel (in the left menu):

• Open setup pipeline:

• Select a stage in the Funnel, after the transition to which the action that you set up will occur (when the trigger fires):
  • for example, let's choose a stage in the funnel - Negotiation
  • to an empty cell “+ Add a trigger” (automatic action)

• Choose Salesbot:

• Create a new bot:

• At this stage it is possible:
  • create a new bot
  • use the bot you created earlier
  • use created templates