▶️ Handle lead responses by filtering

AGENT AI CHAT BOT users are sending a massive amount of messages! Bots don't take breaks🤖. But there may be times where we don't want the bot to respond or even attempt to process a message.

Let's take a look at how we can filter which messages we want the bot to respond to.

Editing Process Message

We will add an IF action to our Process Message workflow to filter out which inbound messages get sent to the bot for processing a response. We will add this action after our existing Bot On/Off (Default On) action.

The If Action

We named this action according to its purpose (Filter Responses). Our cases that we want to filter out are:

1. wrong number

2. call

3. get lost

4. goodbye

Note: It is very important to make sure the way you set up your filters aren't going to accidentally filter out other stuff that you may want the bot to handle.

I'm filtering if the message is wrong number, contains call me, is get lost, and is goodbye or is bye.

Once you are done with your branches you need to make sure to move your web-hook to the none branch so our bot will continue with conversations that haven't been filtered out.

Handling Filtered Messages

Now we need to decide how we want to handle the leads who have been filtered. I'm going to add the tag ai off to all of mine so the bot will stop responding.

On my Call branch I added the tag ai off and requested call along with a manual action to remind me to call them.

There are many different ways you may choose to filter and organize leads. Just make sure you are filtering the right ones and always test and monitor your bot conversations to make sure.🤖