Custom Bots

Automate simple processes to speed up your sales funnel, offer proactive support and engage your customers.

20 articles in this collection
Written by Ruairí Galavan, Liam Keegan, Damon Alexander and 1 other

Custom Bots explained

Create the perfect bot that helps you crush your number, qualify more leads and book more meetings around the clock.

Written by Damon Alexander
Updated over a week ago

Creating and sending

Show Custom Bots to customers more than once

Increase engagement with your Custom Bots by showing them to your customers, until they see them, engage with them, or dismiss them.

Written by Damon Alexander
Updated over a week ago

Reuse bot content by linking Custom Bots

Manage bot content more efficiently by linking Custom Bots to other Custom Bots.

Written by Beth-Ann Sher
Updated this week

Triage inbound conversations with Custom Bots

Handle new conversations with Custom Bots to provide faster, more personal support at scale.

Written by Damon Alexander
Updated over a week ago

Proactively engage and upsell users with Custom Bots

Automate customer outreach with Custom Bots for users.

Written by Damon Alexander
Updated over a week ago

Engage high-intent visitors with Custom Bots from buttons

Replace forms on your site by triggering a bot when customers click a button.

Written by Damon Alexander
Updated over a week ago

Personally engage your visitors with a video bot

Add a video to your Custom Bot’s welcome message to create a more personal experience.

Written by Liam Keegan
Updated over a week ago

Examples and best practices

Pricing page template: convert more leads on your pricing page

Capture, categorize, qualify, and follow up with leads on your pricing page.

Written by Liam Keegan
Updated over a week ago

Sales qualification template: capture, qualify and route leads

Create a custom bot that qualifies every kind of lead for your sales team.

Written by Liam Keegan
Updated over a week ago

Out of office template: generate leads while you’re away

Generate leads while your team is away, and set expectations for when they’ll be back.

Written by Ruairí Galavan
Updated over a week ago

Recruiting template: Qualify potential candidates

Create a Custom Bot to engage potential applicants and qualify them for the right role.

Written by Damon Alexander
Updated over a week ago

Internal IT template: Manage a variety of requests for efficient IT support

Create a Custom Bot that collects all the info you need to support your team with their IT needs.

Written by Damon Alexander
Updated over a week ago

Product recommendation template: increase first purchases

Create a custom bot that guides leads to the right products based on their preferences.

Written by Ruairí Galavan
Updated over a week ago

Enterprise template: schedule calls with enterprise leads

Identify, qualify and schedule calls with high-value visitors.

Written by Liam Keegan
Updated over a week ago

Financial services template: Proactively support users as they get started with your app

Create a Custom Bot that guides users through a complex process and collects important info if you do need to step in.

Written by Damon Alexander
Updated over a week ago

Competition template: capture and qualify leads

Create a custom bot that invites visitors to partake in a competition, in exchange for their details.

Written by Ruairí Galavan
Updated over a week ago

Education platform template: Direct different types of users to the right place

Create a Custom Bot that triages conversations and actively guides people to the best support channel.

Written by Damon Alexander
Updated over a week ago

Optimizing

Prevent replies to Custom Bots for an entirely automated experience

Offer more automated support for your customers by disabling the composer, for bot-only conversations.

Written by Damon Alexander
Updated over a week ago

Optimize your Custom Bots with path analysis

Analyze customer progression through Custom Bots to improve engagement and prevent drop-offs.

Written by Damon Alexander
Updated over a week ago

Auto-close incomplete Custom Bot conversations

Increase your team’s efficiency by closing conversations with customers who have stopped interacting with a Custom Bot.

Written by Liam Keegan
Updated over a week ago