Custom Bots

Setting up and using Custom Bots to qualify, route and book meetings with your website visitors.

Changes from Custom Bots Builder v1 to v2

With our new bot builder you can see all the paths of your bot at a glance, so you never have to wonder if you got it right or what the bot is going to say next. Ultimately, our new bot builder...

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By Jitta

updated 5 months ago

Create and publish Custom Bots

Overview of the Visual Bot Builder

A bot flow is what your visitors will see on your site when Gist Messenger appears and as they continue to interact with your website. A bot flow can be made up of multiple actions, such as a simple greeting, gathering more information about your...

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By Jitta

updated 5 months ago

Create your first Custom Bot

Gist makes interacting with your site visitors easy, simple and automated! Using Gist, you can set up Chat Bots that have a number of different uses. In these examples, we will set up a Chat Bot that qualifies leads and books meetings 24/7 for...

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By Jitta

updated 5 months ago

Triage inbound conversations with New Conversation Bots

When customers contact you, you may find yourself asking the same opening questions to clarify their issue, or taking the same actions like routing them to the right team. With new conversation bots, you can accelerate your support by automating...

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By Jitta

updated 14 days ago

Building blocks

Bot Question: Welcome Message

The welcome message is the first message your users will see when they visit your chatbot. It is the first default block you will find in your builder when you start working on a new bot. It will appear as below: The block sidepanel menu gives you...

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By Jitta

updated 5 months ago

Bot Question: Send a Simple Message

Send a Message blocks allow you to send text to your visitors with just a couple of clicks. To create a simple message, simply drag and drop the "Send a simple message" block from the left side panel on to the canvas. Once created, you'll see a...

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By Jitta

updated 5 months ago

Bot Question: Question with Button Responses

Buttons are elements your users can click to move on to the next block in the conversation. Buttons Setup To create a Buttons type block, drag and drop the green dot and select Buttons: Then, you can add more messages to the question by clicking...

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By Jitta

updated 5 months ago

Bot Question: Ask For Email

As the name indicates, this block asks the visitor for their email address. This is one of the most important blocks because collecting email address via Chatbots has 30% higher conversions than forms. Gist builds contact details for each site...

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By Jitta

updated 5 months ago

Bot Question: Book A Meeting

The Book a meeting block allows for your qualified leads to easily book meetings on the calendars of your sales reps. Whether the reps are online or not, we’ll allow for you to show the booker to your visitors for an easy way for them to pick the...

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By Jitta

updated 5 months ago

Bot Question: Question with Open Responses

Use this action to ask a question during your bot conversation and collect data to populate specific contact properties

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By Jitta

updated 5 months ago

Bot Action: Route Conversation

The "Route Conversation" skill gives you the ability to route the conversation at any point within the bot flow. This skill is useful for two reasons:  Have more control over your bot flow Reduce the amount of lost conversions with site visitors...

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By Jitta

updated 5 months ago

Bot Skill: Tag Contact

The "Tag Contact" skill, gives you the ability to add a tag to a contact at any point within the bot flow. Tags are labels you create to help organize your contacts. And by adding a tag to a contact during the bot flow, you can subscribe them to...

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By Jitta

updated about 1 year ago

Bot Skill: Close Conversation

With the "Close Conversation" block, you can automatically close conversations at a certain point of the flow to keep your conversation inbox tidy. It's best practice to add "Close Conversation" block as the last block of your bot flow to avoid...

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By Jitta

updated about 1 year ago

Bot Skill: Set Contact Property Value

Use this action to set a contact property to a specific value based on the replies of your website visitor. Example: Here's a bot flow that updates the "Bot resp interested in" property with different values such as "Book Meetings", "Lead...

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By Jitta

updated about 1 year ago

Bot Flow: Matches a custom audience

A "Matches a custom audience" block is where you define the filters that a customer must meet in order to proceed down a specific path. You can filter based on contact properties or events. This block allows you to hyper-personalise your bot flow....

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By Jitta

updated 5 months ago

Bot Flow: Check if team is online

A "Check if team is online" block is used to split the bot flow depending on if your any specific teammates or teams are online. Example use-case: You can check if a specific teammate is online and if they are, route the conversation to them and...

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By Jitta

updated 5 months ago

Custom Bot examples and best practices

Automatically close abandoned Custom Bot conversations

To increase your team’s efficiency, you can auto-close conversations where customers stop interacting with Bots for say 5 minutes. This will allow your team to better organize the Inbox, so they can focus on conversations that require their...

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By Jitta

updated 3 months ago

Capture data and qualify leads using Qualification Bot

In this short video tutorial, you'll see exactly how to quickly set up your own qualification bot.

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By Jitta

updated 5 months ago