Sending a message via Salesbot

Sending a message via Salesbot

To send messages through Salesbot, set up a widget and a funnel.

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
  • We create a new bot:
  • In the bot settings, select - widgets:
  • Select the widget ChatApp - Send message (Sending a message)
  • We select sending messages according to preset settings, specify the information:
    • License
    • Messenger (from available)
  • specify message template
  • specify a link to the file, for example, a picture - when sending a message with an image
  • Save (upper right corner)

When you enter this stage of the funnel, a message with the image that we created will automatically be sent.

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