Effortlessly Manage AI Bots with the New “Update Conversation AI Bot and Status” Action

FirstDirect360 introduces the "Update Conversation AI Bot and Status" action, a game-changer for AI bot management. Automate bot assignments and status updates to ensure efficient, tailored workflows and seamless customer interactions.
Product Updates and Tutorials: Update Conversation AI Bot and Status - Workflow Action

FirstDirect360 is excited to roll out a new feature: the “Update Conversation AI Bot and Status” action. This powerful tool empowers users to seamlessly assign specific Conversation AI bots to contacts and update their statuses—Active or Inactive—automatically.

Why This Feature Matters

Managing AI bots effectively can be challenging, especially when juggling multiple workflows, triggers, and customer interactions. This new feature eliminates manual processes, enabling businesses to automate bot assignments and optimize customer engagement. With precise control over bots’ activities, you can create more tailored, efficient interactions.

Key Highlights

Action Name:

Update Conversation AI Bot and Status

What It Does:

  • Assigns a specific Conversation AI bot to a contact.
  • Updates the bot’s status (Active or Inactive) automatically based on workflows or triggers.

How It Helps:

  • Streamlines bot management across communication channels.
  • Enhances workflow efficiency with automation.
  • Provides precise control for tailored customer interactions.

How It Works

The feature is easy to set up. You can define workflows and triggers that automatically assign bots and update their statuses. Here’s an overview of its functionality:

  1. Assign Bots Dynamically: Choose specific bots for tasks based on triggers like appointments booked, payments received, or tags added.
  2. Update Bot Status: Automatically set bots to Active or Inactive depending on workflow criteria.
  3. Enable Multi-Channel Support: Assign bots for channels like SMS, Facebook Messenger, and WhatsApp.

Real-World Use Cases

Here are some scenarios where this feature can make a difference:

Dedicated Bots for Communication Channels

Assign bots to handle specific channels like SMS or Facebook Messenger. For example:

  • Trigger: Customer sends a message via SMS.
  • Action: Assign the SMS bot and set it to Active.

Live Chat Interactions

Ensure bots are ready to handle live chats seamlessly. For example:

  • Trigger: A customer initiates a Facebook Messenger chat.
  • Action: Assign the Messenger bot and activate it.

Bots Based on Tags

Use tags to personalize interactions. For instance:

  • Trigger: A contact is tagged as “Call Booked.”
  • Action: Assign the Call Bot and update its status.

Payment-Triggered Activation

Activate bots for paying customers to enhance relevance. Example:

  • Trigger: Payment received from a contact.
  • Action: Assign the Sales Bot and activate it.

Additional Tips for Maximizing Efficiency

  • Check Channel Compatibility: Ensure the assigned bot has the corresponding communication channel enabled (e.g., Facebook for Messenger bots).
  • Utilize Branching Logic: This action works in tandem with workflow logic, branching out tasks immediately after assigning the bot.

Ready to simplify your AI bot management? Start leveraging the “Update Conversation AI Bot and Status” action to streamline workflows, enhance interactions, and save valuable time.

author avatar
Brianna Johns
Hi, I’m Brianna! As the Digital Architect at First Direct, I specialize in media buying, analytics, and optimizing campaigns to ensure they resonate and deliver results. I also manage FirstDirect360, acting as the wizard behind the curtain to enhance the platform's impact. My passion lies in precision, innovation, and driving success through continuous improvement.

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