Bot Overview

Bots monitor incoming messages for special “trigger” words and automatically respond for you.
What are bots?

Bot is short for a web robot. Bots handle conversations for you – typically those that are simple and repetitive. Use bots to build automated workflows to save you time and help you sell more.

How Shout uses bots

Shout bots make it easy to build all kinds of automated messaging – for your teams and customers. Here’s how:

  • A bot will monitor your incoming messages, looking for special trigger words (e.g. Order, Help) 
  • A bot will automatically respond to a message based on the trigger word
  • A bot can collect valuable information and organize your account
Tips
  • Bots can gather contact information, categorize messages by topic, take orders, facilitate weekly team reporting and feedback, run promotions, and more!
Bot types

There are two types of Shout bots:

  • Conversation Bots interact with contacts and perform actions based on the responses. Learn more
  • Chain Bots allow you to send information to Shout-to-Shout (S2S) contacts, advancing at their own pace with a Next button. Learn more
Bot details and tracking

After you create a bot campaign, you can view information about its performance – including a description, how many questions and segments it uses, who is in the middle of the bot, and who has completed it.

  • Click Bots from the left navigation
  • Click a bot to review
  • Create a Description of how and when you use the bot to stay organized
  • Set the bot to Active or Paused, and review which services are enabled 
  • Click Export Results at the top of the screen to download a CSV file with more details about your contact’s interactions with the campaign

You can see more details about contacts and questions:

  • Contact in progress – contacts that have started but not yet finished the bot
  • Contacts finished – contacts have completed the bot
  • Individual messages – queued messages shows who will receive this message next, sent shows who has already received it





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