Workflow AI Workflow Actions

Modified on Thu, 17 Oct at 3:47 PM

Overview
The Conversation AI Bot action is designed to leverage AI-powered interactions within your workflows. This action can be used to ask specific questions, handle general queries, and route conversations based on user responses. This feature enhances customer interaction and automates common conversational tasks.

Action Name
Conversation AI Bot

Action Description
The Conversation AI action configures the question and conditions for the bot, enabling automated responses and interactions. It utilizes AI to manage and respond to user queries, enhancing the efficiency of your customer support and engagement processes.

Action Details
Conversation AI Action

The Conversation AI action configures the question and conditions for the bot, enabling automated responses and interactions. It utilizes AI to manage and respond to user queries, enhancing the efficiency of your customer support and engagement processes.

Field	Description
Advanced Bot Configurations	Toggle this option to enable or disable advanced configurations for the AI bot. Additional fields will appear for customization when enabled.
Personality	Defines the tone and style of the bot's responses. For example, 'Friendly and Professional' or 'Determined'. This setting affects how the bot interacts with users.
Additional Instructions	Provides extra guidelines or information for the bot to consider during interactions. This can include specific directions on handling sensitive topics or emphasizing certain information.
Question	The primary question or prompt that the bot will ask. This field supports using custom values to tailor the question dynamically based on user or context.
Time Out	Sets the duration (in minutes or hours) the bot will wait for a response before timing out. This ensures that the workflow does not stall indefinitely waiting for user input.
Channel	Specifies the communication channel through which the bot will interact, such as SMS, Facebook, Instagram, or Live Chat. Selecting the correct channel ensures that the interaction reaches the user through the expected medium.
Skip If Answered	Toggle this option to skip the action if the question has already been answered, preventing redundant queries and improving user experience.
Bot Responses Limit	Sets a limit on the number of responses the bot can provide. This helps manage the flow of conversation and prevents the bot from overwhelming the user with too many messages.
Branches	Defines different paths based on conditions met or not met. For instance, a branch could be triggered if 'No Condition Met' or if the 'Bot times out'. Branching allows for more complex workflows and customized user experiences.

How to Configure the Action

Add the Action to Workflow: Drag and drop the Conversation AI action into your desired workflow.
Enable Advanced Bot Configurations (Optional): If you want to set custom personality traits or give additional instructions, toggle this option.
Set the Personality: Define how the bot should interact with users (e.g., Friendly and Professional).
Provide Additional Instructions (Optional): Input any specific instructions for the bot.
Define the Question: Enter the main question the bot should ask. Use custom values if needed to tailor the message.
Configure the Time Out: Set the time duration for how long the bot should wait for a response.
Select the Channel: Choose the communication channel where this interaction will occur (e.g., SMS, Facebook).
Set Skip If Answered: Decide if the bot should skip this action if the question is already answered.
Set Bot Responses Limit: Limit the number of responses the bot can send.
Add Branches: Define conditions under which different branches will be executed, providing customized responses or routing based on user interaction.

Example
Trigger: New Message Received
Condition: Message received from Facebook
Action: Conversation AI
Question: "How can I assist you today?"
Personality: Friendly and Professional
Channel: Facebook
Branches:

Branch Name: No Condition Met
Condition: User did not respond with a relevant query.
Next Action: Send an automated follow-up message.
Branch Name: Time Out
Condition: Bot times out after 1 hour.
Next Action: Notify a human agent to follow up.

By following these configurations, you can effectively utilize the Conversation AI Bot action to streamline customer interactions and automate response handling within your workflow.