Allow chatbot to update custom fields or add tags to contact or create opportunities...etc. | Voters

Allow chatbot to update custom fields or add tags to contact or create opportunities...etc.

Rodrigo Gonzales Montes

Right now, conversation AI chatbots are only for conversation, but it would be great to have a bot that has some "function" functionality. When something happens, the bot could use those functions or execute automations, as if it were the workflow conversation AI.

July 15, 2024

Justin Farmer

Now that we can control prompt for the 2 bots (Q&A and Appointment bot), I think this could easily be accomplished by creating a rule that goes along with the 'conversation flow' on the Appointment Booking bot.

I'm using the Conversation Flow questions as pre-qualifiers before even starting to talk about booking an appointment. To me it seems trivial to also add a custom field to save the answer a user provides to a given question in a custom field if it's filled out.

Jeremy Krygsman

Check out https://bb9.ai

It’s a GHL integration that can do this (and more)