Bots
Last updated
Last updated
The Bots section in the WhatsApp Official Cloud API Chat & Marketing module for Perfex CRM provides a list of automated bots configured to interact with leads or clients based on specific triggers.
Name: Name of the bot (e.g., "Respuesta").
Bot Reply Type: Specifies the type of bot (e.g., "Message Bot").
Trigger ON: Keyword or phrase that activates the bot (e.g., "texttest").
Relation Type: The target audience (e.g., "Leads").
Trigger Condition: Defines when the bot activates (e.g., "On Exact Match").
Active: Toggle to enable or disable the bot.
Sending Count: Shows how many times the bot has sent responses.
Actions: Icons to edit or delete the bot configuration.
Create Bot: Opens the form to create a new bot with custom settings.
Export: Allows exporting bot data for records or analysis.
Search: Provides quick filtering to find specific bots by name or keyword.
This section serves as the main interface for managing and monitoring bot interactions in the WhatsApp module, helping automate customer engagement and improve CRM efficiency.
Main Fields:
Bot Name: Define a unique name for the bot.
Bot Reply Type: Choose the type of response (e.g., text, media).
Relation Type: Set the bot's target audience (e.g., Leads, Clients).
Trigger ON: Specify a condition for activation, like a keyword or exact match.
The Bot Reply Type options in the WhatsApp module for Perfex CRM define how the bot responds to customer interactions. Here are the main types:
Message Bot: Sends plain text responses.
Template Bot: Uses predefined templates with images, buttons, etc.
Menu Bot: Presents a selectable menu of options.
Flow Bot (FlowBuilder): Guides users through multi-step options.
Media Bot: Responds with media files.
Location Bot: Shares location details.
Review Bot: Provides ratings about services/products.
Interactive Buttons: Offers Yes/No choices.
List Bot: Provides a list of options.
Sticker, Quick Reply, and Contact Bots: Send stickers, instant replies, or contact info.
Some are labeled "Coming Soon" for future features.
Each bot type serves different interaction needs, from simple replies to complex guided flows.
Trigger on
On Exact Match: The bot responds only if the user’s message exactly matches the trigger word or phrase. For example, if the trigger is "help," the bot replies only when the user types "help" and nothing else.
When Message Contains: The bot responds if the user's message contains the trigger word, even as part of a longer message. For instance, if "support" is the trigger, the bot replies to messages like "I need support with my account."
When Client Sends the First Message: The bot activates only when the client initiates the conversation. It’s useful for sending a welcome message, like "Hello! How can I assist you today?"
On Keyword Match: The bot responds to any message containing the specified keywords, allowing for multiple trigger words. For example, if the keywords are "urgent" or "help," the bot will respond to messages containing either.
Within Office Time Range: The bot responds only if the message is received within predefined office hours, such as 9:00 AM to 5:00 PM. Messages received outside these hours won't trigger the bot.
Out of Office Time Range: The bot activates if the message is received outside of specified office hours. This can be used to send an "Office Closed" message, informing the client that they’ll be assisted during working hours.
First Message in Session: The bot responds to the first message the client sends within a specified period, such as 24 hours. This prevents repeated responses to follow-up messages in the same session.
