Conversation Bots allow contacts to interact with them and perform actions based on the responses. They can handle orders, gather contact information, facilitate weekly team reporting and feedback, and simplify customer service.
Conversation Bots are available through all Shout services, including S2S, Facebook Business Page integration, or Customer Service and Marketing text numbers.
On the Bots page, click the New Bot button at the top of the screen. Choose Conversation Bot on the following screen.
On the right side of the screen, you’ll see the structure of your bot. As you Name Questions this sidebar will update help see Bot Flow at a glance. Added Actions will be highlighted here.
Enable your bot by setting it to be Active or Paused here. When Active, your bot will listen for its trigger word, be activated with share links, or started manually in the message composer.
Every good bot needs a name! Bot names are only visible to you and those you share your bot with, so pick a name that will help you remember what the bot is and how to use it.
A Service is where the bot is listening to incoming messages to know when it’s time to take over the conversation. Services include:
Trigger words allow contacts to start your bot by sending you a message. When activated, the bot will listen to any service you enabled in the previous step. If you receive a message with just the trigger word, your bot will take over the conversation.
Add multiple triggers words by clicking the Add Trigger Word button. Delete ones you don’t need with the Trash Can icon next to the trigger word.
Remember to keep these simple! The incoming message needs to match exactly for the bot to take over, so make it easy for your customers to get them right.
In Conversation Bots, there are several types of questions you can use to interact with your contacts. You can Name Questions for easier internal reference in the Bot Flow panel.
Reorder messages by clicking the three-dot menu on the message and selecting Move Up or Move Down from the menu.
Delete a message by clicking the three-dot menu and selecting Remove Message.
Free Responses send a message then wait for the contact to reply.
Multiple Choice questions require a contact to respond with a number or matching word/phrase to move on to the next question. These are excellent for performing specific actions based on a predetermined response. Add questions by clicking on the grey Add Option button.
Topic Questions behave like multiple choice questions but automatically mark the conversation in the inbox with a label that corresponds with the topic.
Contact Info can ask a user for Name, Email, Phone, Physical Address, or Birthday information and store it in the contact’s profile.
Yes/No questions behave like a Multiple Choice Question but only allow contacts to choose between two options. You can rewrite the questions and options.
Message types send a single message, then move on to the next item in the bot.
Actions can take place at any point in the conversation, including before the bot begins or after it’s done. An action can:
Some actions, such as Run Bot or Auto-Mark Done, can only be performed at certain points in the Bot’s flow.
Remove actions by clicking on the three-dot menu next to the action, then clicking Delete.
You can type your message directly into the message composer. Use Quick Responses, attach files, include Short Links, or Share Links.
Each composer has a Segment Counter ring immediately visible to see how many segments all used with each message.
Once you’ve started building your bot, you can click Preview at the top of your screen. You’ll see a new window pop-up, and be able to interact with your bot as if you were one of your contacts. Use the Trigger Word that you set up and start chatting with your bot! If you can’t remember your trigger word, just look at the top of this window - it’s there as a reminder.
Restart the conversation by clicking the circular arrow icon at the top of the conversation.
The simulator will never use up your message segments, so this is a great place to test both Conversation Bots and Chain Bots.