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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
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