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Collecting Customer Information Using a Bot

This tutorial explains how to create a simple bot that collects customer information and then transfers the customer to a human agent.

Download

You can download and import the bot configuration: download. To download, right-click the link and select "Save link as."

Triggers

The following triggers are required for this bot:

  • Default: Executed when the chat starts.
  • Prices: Displays prices if the user clicks it.
  • Collect username: Collects the visitor's username.
  • Unknown: Executed if the bot cannot find a relevant answer to the user's question.
  • Transfer for real: Transfers the visitor to a human operator.
  • Collect e-mail: Collects the visitor's email address.
  • Order number: Collects the visitor's order number.

YouTube Video