Trigger a Workflow within Conversation AI

Conversation AI is an excellent tool for engaging with customers, even when you’re unavailable. However, some business processes require a specific sequence of steps. If you’re looking to streamline workflows while maximizing the benefits of your bots' interactions, this feature is perfect for you!

⭐️Why Is This Feature Beneficial To Your Company?

• Simplified Transition: Once a condition you specify is met the conversation bot will start the contact in the corresponding workflow, creating a seamless experience.

• Enhanced Flexibility: This gives you a more holistic approach to conversations, allowing the bot to handle communications even if the end goal is a rigid set of steps.

• Increased Efficiency: Keep internal processes streamlined by covering all bases the bot doesn’t handle, such as creating tasks. Improving your overall results.

⭐️How To Trigger a Workflow within Conversation AI?

1. Navigate to the Conversation AI Bot section inside your settings and create or edit a Bot.

   

2. In the Bot builder switch to the Bot Goals tab.

   

3. Select Trigger a Workflow as an action.

   

4. From the dropdown menu, choose a published workflow.

   

5. Provide a short description of the condition that will trigger the workflow. Then click Save to finalize your configuration.

   

And there you go, once completed the bot will trigger the selected workflow when the condition is met. This will help you ensure your process is followed and specifications are met, resulting in an efficient process!