Basic Actions

BASIC ACTIONS

Tags:

Tags would help you to identify and segregate your chat information for an informed decision.

Let’s Assume you have a flow of asking users whether they are interested in a trip to Europe or Asia. Then we will tag the users accordingly.

We will cover the following action in the Tags options.

• How to Create a Tag.

• Use Tags in flow.

• Watch Tags on Live Chat

How to Create a Tag?

Click on Contents and here select the Tags option, In order to create or delete any tag we will use this window. Now choose the new Tag button.

Now create an asia_lead tag for those users who select Asia for the tour option. The same goes for the Europ lead as well.

These Tags can be deleted from the rightmost option of the Grid.

Use Tags in flow:

Go to the Flow choose Basic Action and select Add Tag option.

Here select the appropriate tag for all the users who select Europ as a holiday destination and the same goes for Asia destinations.

Watch Tags on Live Chat:

Now Run this flow and check its impact on the Live Chat section.
Here Chat agent can see the user Tags, as well as manually add or delete the tags according to the situation.

Remove Tags:

Remove Tags can be utilized via the Basic Action option. Let’s assume a scenario where the user is not interested in contacting a chat representative.

What we did we add a primary action and by selecting a Button we will trigger this action which will remove the tags that we previously selected in our chat.

Add Multiple Tags:

This option allows the chat builder to add multiple tags in one go, So Whenever a user adds a destination of Europe/Asia we will add more than one tag. Just go to the basic option and select the “Add Multiple Tags” option.

Here you can select the already created Tags from the Contents section.

Remove Multiple Tags:

This option allows the chat builder to remove multiple tags in one go, So Whenever the user adds a destination of Europe/Asia, but at the end of the chat if he presses the button not interested in the chat. We will remove the tags from the Remove Multiple Tags option.

Set Variable Value

This action allows you to store a value inside a variable or a custom field. This is very useful when you want to collect data from your users.

The Different Types of Value

Once you click on the set custom field action, you’ll be able to choose which custom field needs some to update in terms of value.

You can either put in some data or even another custom field as a value as well.

Should you need to create a new custom field, just type in the name and choose the type of custom field you’d like to create.

Clear Variable Value

This function allows the user to literally clear a value of a single custom field.

You just have to choose a specific custom field you want to clear out.

Clear Multiple Variable Value

This action allows the user to clear multiple custom field values.

Make sure to choose all custom fields whose values you want to clear out.

Clear All Custom User Fields

If you are looking for a way to clear all custom field values of a user, use this action.

Subscribe to Sequence

Sequence automatically sends a list of messages to users. This is a good way to provide more value through scheduled messages.

First you will have to set up your sequence by going to Automation, click Sequence, then + New Sequence.

Label your sequence and choose a flow and a time interval as to when it would be delivered. Don’t forget to click SAVE.

Unsubscribe from Sequence

This literally unsubscribes a user from a sequence.

Subscribe and Unsubscribe to Bot

Should you want to subscribe and unsubscribe users from your bot, this function allows you to inside your flows.

Setting Email Opt-ins

This feature allows you to send emails to users. Action must be placed before an email node.

Setting Email Opt-outs

This feature is useful when you want to prevent a user from receiving an email. This is very good when you do email blasts.

Set SMS Opt-in

If you need to send an SMS to a user using the chatbot, be sure to set up this action before the Send SMS node.

Set SMS Opt-out

To make sure a user doesn’t receive any SMS from the bot, use this action.

Mark Conversation Open:

This option can be utilized when you open the conversation in any situation, Please note that by default all the conversations would be Open unless we don’t set up any function inside it.

Mark Conversation Pending:

This option will automatically set the status of the chat as Pending, A use case might be like if a Shop has three categories.

• Shipping

• Payment

• Refund

So if the user selects Refund, the bot will mark this chat status as Pending for emphasizing this chat information to the chat agent.

Watch on the Live chat Screen:
Here you can see that the chat status is set to Pending status when the user selects the Refund option in the chat section.

Mark Conversation Spam:

Chat can be marked spam, We need to ensure that the chatbot provides accurate and reliable information, while building bot we can mark users' chat to Spam to avoid distraction.

Mark Conversation Done:

Chat can be marked done on certain cases, What if your flow has success and the user got what he desired? You can set this in a particular action set Done. So in that way, your Chat Agent will not opt for the Done status chat.

So Let’s say Whenever the user selects the Rating option we will mark the conversation status Done.

Mark Conversation Invalid:

A conversation can be marked invalid based on certain criteria, a lead that is not fulfilling the business case of an agent/bot may marked invalid.

Add Note to teammates:

A note to teammates can be used as a reminder, Just in case in the below case whenever the User selects the Refund option the agent will receive the notes from the bot about the instruction/caution. Note these notes will not be visible to bot users.

Live Chat Screen:

The note can be seen on the Live Chat screen plus an agent also make some notes by clicking on the bottom of the screen on Note.

Delete Bot User:

A new feature that allows you to set a user limit for your chatbot and automatically delete excessive users. This update streamlines the process of managing and maintaining your chatbot's user base.

Method 1: Action Step

The first method involves using an action step within your chatbot flow. Simply locate the "Delete Bot User" action step under the Basic Actions category. When the flow reaches this step, it will automatically delete the user, ensuring that subsequent messages or conditions are not processed.

Method 2: Set Bot User Limits

Another way to automatically delete users is by setting bot user limits in the UChat settings. Under the General section, you'll find the "Bot User Limit" option. By specifying a value greater than zero, the system will periodically check the total number of users and delete the oldest users if the limit is exceeded.

Monitoring User Count:

To keep track of the number of users, head over to the Analytics section. Here, you'll find insights into the total number of bot users. This information will help you determine the appropriate user limit for your chatbot.

Additional Options:

If you prefer a more customized approach, you can create triggers based on specific conditions. For example, you can set a trigger to delete a user if there has been no interaction for a specified period. By using time-based triggers, you have greater control over the deletion process.