Have a bot objective point your lead to a form where they can upload documents.

It's amazing to see the creativity from AGENT AI Chat Bot users. Every day I am seeing all the unique ways people are using this product and it is so thrilling. In this article, I want to show you how to add yet another tool to your bot's toolbelt. Wouldn't it be cool if your bot could show a lead where to go to upload documents for you to have access to?

Let's take it a step further. Instead of just sharing a link, let's not allow the bot to pass this objective until the contact has uploaded their document. With a little objective and workflow magic, we can do just that!

In this scenario we want to conversationally share a link to a form where our lead can upload their x-rays. This upload is required before we allow the bot to move onto the next objective. Let's start by creating an objective to see if the lead has submitted the form yet. Notice we set the Sensitivity at 99 so the objective will never pass until we trigger it to do so later by manually telling the bot when to skip the objective.

Set Up Your AGENT AI Chat Bot Objective

Create The I Need Group CRM Field

Let's create a field that our form will use for uploads. This field will be used in the form where the user uploads their X-ray.

I called mine Upload File and I'm allowing it to accept all types of documents.

Create The I Need Group CRM Form

Now let's go create our form. Go to Sites > Forms > + Add Form

I created my form from scratch so that it is simple because I really just want a place for my lead to upload their document. Click the + icon in the upper left and select Custom Fields to drag that field Upload File we just made into your form.

Now I don't want my lead to have to fill out information we already have so I am going to set up the logic to hide the fields of the form if we already have that information.

Here, if we have First Name hide First Name. You can add any other conditions for the other fields you want hidden. Now save your form!

Now by clicking on each of our form fields we can take note of our Query Key parameters. This will be important when we add our link to Process Message later. This is how we send a link to the contact that will auto-fill these fields (also hiding them from user view).

Now, lets click on Integrate in the top left in our form and copy the form link.

Share Link with Bot

Now we need the bot to have access to this link so it can share it when it's at this step. Go to Settings > Custom Values and create a custom value with our upload link that we just copied. Custom values are nice so you don't have to go back to this form to copy the URL each time you want to use it.

Now we can go into our Process Message workflow and click on our AGENT AI Chat Bot Webhook and add a variable that is attached to our upload link. Our upload link will look like this

{{custom_values.upload_link}}?first_name={{contact.first_name}}&last_name={{contact.last_name}}&email={{contact.email}}&phone={{contact.phone}}

When The I Need Group CRM cleans that up, it'll look something like this when the bot shares it:

link.com?first_name=Max&last_name=Smith&email=[email protected]&phone=99

Everything after the ? are those query parameters we talked about earlier and will show up from our contact and hide the fields in our form we already have.

Finally, create a new workflow with the trigger Form submitted and the Filter is set to the form you created.

This trigger will update the contact field data Goals Accomplished > X-Ray Submitted telling our bot the contact has indeed submitted their documents and it can move on to the next objective.

Last step! In our x-ray submitted objective extra prompt section, give your bot reference to be able to share the form link @upload_link.

And that's it! The bot can now get your leads to upload documents all on its own. I hope this article can add to the ever growing list of amazing things AGENT AI CHAT BOT can do! 🤖