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.