The Chatbot playbook is built around programming "cards" — messages with questions and answers — that appear to the visitors of your website, and providing certain answers that your visitors can choose. In choosing those answers, your website visitors will be qualifying themselves as being interested in your business or not.
To qualify themselves, your customers should provide you with relevant information — their name, email address, company name, phone number, etc. — that would allow you to reach out to them and begin the necessary conversations to begin and close a deal. You can customize the behavior to best match the specific needs of your company.
To edit the behavior of any of your Chatbot playbooks, go to the Chatbot tab in your account, and select any of your existing playbooks. Once selected, go to the Playbook editor header to begin your customization.
The first message you program in your playbook can be designated as a proactive message.
A proactive message is an automatic chat prompt seen by customers when they visit the website, and can be programmed to appear after a set amount of time, based on when you think a customer may be interested in hearing from you.
If your first message is not set as being a proactive message, your website visitors will need to click on the chatbot icon in order to begin interacting with your chatbot playbook.
After setting up your greeting message, you will be able to set up the rest of your playbook with Message, Question, or Capture cards.
How you structure the questions and responses is up to you, as you know the needs of your business better than anyone else.
When you reach a point where a visitor has qualified or disqualified themself, you can program more specific details about what to do with the information they have provided during the course of their chatbot playbook conversation. If the visitor is qualified, you can set up the following information for the created deal or lead.
When you are satisfied with the programmed playbook behavior for your Chatbot, click the Save button to finalize your changes.