Update Conversation AI Bot and Status Action

The "Update Conversation AI Bot and Status" action lets you assign Conversation AI bots to contacts and manage their status (Active or Inactive) automatically. This removes the need for manual assignments, keeps bot interactions running smoothly, and makes it straightforward to manage workflows and tailored interactions.

Setting Your Action

To get started, add a suitable trigger to the workflow, then click the "+" icon to search and add the "Update Conversation AI Bot and Status" action.

📌NOTE: A proper channel must be assigned to the bot within the workflow (e.g., SMS, Facebook, Email) for compatibility.

Change Assigned Conversation AI Bot

You can keep the Same bot currently assigned or choose a different one, such as the General Support Bot, depending on your workflow needs.

Update Bot's Status

Set the bot's status to Active or Inactive to control its availability in the workflow.

Once you've configured the action, save it to proceed.

📌NOTE: To further customise the workflow, consider adding additional actions, such as the "If/Else" condition, to define specific paths based on user interactions.

After completing the setup, publish and save the workflow to make it live. This activates the bot and enables it to carry out tasks as defined.

The "Update Conversation AI Bot and Status" action is a practical way to keep bot assignments and statuses in order across your workflows. Automating these steps cuts down on manual work and helps deliver a more consistent experience for your contacts.