Setting Up a Demo Bot (The I Need Group CRM)

How to setup a bot demo starting from The I Need Group CRM (snapshot provided).

If you're looking for a way to make your bot start engaging with a customer ONLY after they've said a secret start word, here's how.

Load the AGENT AI Chat Bot Snapshot

First, make sure you've set up your I Need Group CRM account.

Set up a Start Word and First Message

Next we need to pick a word that will start the bot and use this word to trigger:

1.      Tagging the contact

2.      Resetting the chat history the bot has memory of with the contact

3.      Sending an initial template message to start the conversation

4.      Make it so the bot only interacts with demo-tagged contacts

(1) Tagging the contact

Open the Set Last Communication type workflow and add a branch that checks to see if our magic word demo is sent by the contact. If so, do not send this to the bot for processing, but instead add the demo tag.

This is how the workflow looks at the beginning...

Then we check for our magic word...

If it is the word demo we need to first remove the demo tag if it exists.

At this point, if a contact sends demo, that message will not be sent to the bot and the tag demo will be added to the contact.

Next we need to tag it as demo again. It's important that you untag then tag again

Here's what the workflow looks like at this point...

At this point, if a contact sends demo, that message will not be sent to the bot and the tag demo will be added to the contact.

(2) Resetting the Chat History Between the Contact and the Bot

Resetting the chat history is helpful so the same person can message demo again and have a brand new conversation with the bot. To do this, we will create a new workflow and make sure we allow it to be activated more than once within the settings. 

Next we will trigger this workflow when the demo tag is added...

Add an "update contact" action to update the value of the field Bot Reset to RESET. This is what will clear the conversation history with AGENT AI Chat Bot...

Add a wait step for 0.5 minute to ensure this step has time to process. The workflow looks like this now:

(3) Send Initial Conversation Starter Message

In our Reset Demo workflow, add an Update Contact action to update the field Bot Override Message to include the value for the message you want sent to the contact to start the conversation... 

Here is what that flow will look like...

(4) Filter so the Bot Only Responds to Demo-Tagged Contacts

Finally we need to go to the Agent AI Chat Bot > Process Message workflow and make it so the bot is OFF if the tag demo isn't on the contact. Click the "Bot On/Off" check action... 

Update it to look like this (making it OFF if the contact doesn't have the demo tag)

Summary

There you have it! Your account is set up for demos so when someone messages demo, they are tagged as a demo contact, conversation history is cleared, initial message is sent, and the bot will auto-respond!