TABLE OF CONTENTS


Overview

The "Update Conversation AI Status" Action enables users to automatically change the status(Active or Inactive) of the Conversation AI Bot for a contact. This action helps streamline the process of managing the Conversation AI bot for each contact, ensuring that contacts are efficiently interacted with based on their journey or specific criteria. It eliminates the need for manually changing the status of the bot for each contact


Action Name

Update Conversation AI Status


Action Description

The "Update Conversation AI Status" action allows you to change the status (active/inactive) of the Conversation AI bot for the contact. This action helps in controlling if the Conversation AI bot should interact with the contact or not and effectively gives you more control over the Conversation AI bot at a contact level


Action Details


ValueDescriptionMandatory
Action NameEnter a name for your action, e.g., "Stop Conversation AI bot as payment done"Yes
Active Status (if selected)Changes the Conversation AI bot's status to active for the contact. No change if the status for the contact is already activeYes
Inactive Status (if selected)Changes the Conversation AI bot's status to inactive for the contact. No change if the status for the contact is already inactiveYes
Reactivate Bot afterWhen making the bot inactive, also provide a time period post which the Conversation AI Bot will again become active for the contactNo


Example - Conversation AI Interaction based on Payment Status

Scenario: You want the Conversation AI bot to only talk to Contacts where the contact has sent payment to your business


Solution using the "Update Conversation AI Status" action:


Pre-requisite:

  • Create a workflow
  • Add Action: Update Conversation AI Status
  • Change status to inactive
  • Publish Workflow
  • Go to the Smartlist page
  • Select All contacts and send to this workflow to make the conversation AI bot inactive for all the contacts

Next

Trigger: The workflow starts when a Payment is received. "Payment Received" trigger

Action 2: Update Conversation AI Status to Active.



This approach ensures that the Conversation AI bot engages customers based on their payment status.