Feature Requests

This is different from an objective that triggers a follow-up after a certain amount of time. This request pertains to allowing a contact to move from a “wait for reply” step into a Switch step—enabling internal actions to be taken if the contact hasn’t replied, without initiating additional outreach. For example, handing the contact off to a human, triggering specific HighLevel actions, setting custom fields, or adding tags.

Can we set the Persona Name as a Custom Value? Our job flow connects to multiple subaccounts, each with a unique name. Creating separate Personas for each is tedious, and we can't manually set the name in the Job Flow.

Problem: if you delete a step accidentally in the job flow, there is not a way to “undo” that. Solution: Add an “undo” button or “previous version” button so that if an item is accidentally deleted we can go back. Yesterday I accidentally deleted an objective that had multiple items in it. I had to rebuild it and this would have been very helpful. Thanks for considering this and for all of the upgrades CB Team

Since CloseBot cannot transform trigger links into actual URLs, it would be amazing if you had some sort of way to track a link click some can base the next action in the job flow on whether or not a link was clicked. Example: Statement is made including a link like “click here to get offer X” Next step is a switch where we can do “if link clicked, follow TRUE path, if not follow FALSE path” With GHL, we could use Trigger links to add tags or use them as a variable in the wait steps. Since GHL is the only platform CB integrates with, it would be super helpful if we could somehow replace trigger links in job flows or find a way to use them in tracking for switches. Thanks for all you do!

Currently, CloseBot only allows global rebilling settings for usage (e.g., setting $0.02 per message for all clients). However, this makes it difficult to manage high-usage clients where I may want to offer discounted rates. Feature Request: Please add the ability to set custom usage pricing on a per-client (Source) basis, so we can adjust the rebilling rate (e.g., per message cost, seats) for individual sub-accounts without affecting our global agency pricing settings. Use Case Example: I charge $0.02 per message by default, but I have a high-usage client where I want to reduce that to $0.01. Right now, the only way to do that is to lower the rate for all clients, which impacts revenue from lower-usage accounts.

Ability to send images, like a menu or promotion.

The Webhook integration has been delayed, but is in work. This would allow CloseBot to be connected to non-native integration sources.

Update the summary to include more of the user side of the conversation

have a clear separation between message so that is easier to soo what the logs are per message.

Currently the bot cannot understand voice msg and cannot reply. Big issue. At least let the bot detect its a voice msg and reply "sorry i cannto really listen to your voice, having issues, can you type it?"