Contact can only book once: Reset workflow after specific contact actions
complete
Hamish Nuttall
Examples
- contact books appointment - can't book another appointment with the same workflow
- "stop responding" action is activated - that cannot be reset, so even if contact becomes qualified they cannot re-enter workflow
Why is this a problem - we cannot use the bot for repeat customers (think chiro, physio, massage therapist);
examples where this is a problem:
a. database reactivation - can only do this once
b. customer uses web chat to book appointments - can only do this once
c. missed call text back, existing customer wants to book an appointment
d. contact has booked a (sales) meeting; for whatever reason they want to book another one (may be a different channel
e. less importantly - bot testing - the only workaround seems to be deleting the contact in GHL each time - we can't use different contacts each time when we are testing sms
Suggested solution: specific action types reset at the end of the workflow, specifically booking and stop responding (maybe with a time delay) - this reset is either automatic, or customisable by workflow.
Note: I appreciate that Closebot is designed as an expert closing agent; however, it is often used for repeat business (indeed DBR is a classic case of this) - it seems this functionality is missing in v2
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Bryce DeCora
marked this post as
complete
We showed an example of CloseBot being able to book repeat appointments and do repeat things. See Loom Here and download agent template included here that shows an AI that can gather repeat addresses.
Download the Agent -> https://app.closebot.com/share?aid=bot_6C2JCIA7NR2IHB7D
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Bryce DeCora
We showed an example of CloseBot being able to book repeat appointments and do repeat things. See Loom Here and download agent template included here that shows an AI that can gather repeat addresses.
Download the Agent -> https://app.closebot.com/share?aid=bot_6C2JCIA7NR2IHB7D
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Bryce DeCora
Merged in a post:
New Action: Bot Reset for v2
Garrett Messineo
In many scenarios, it’s helpful to reset the bot for a specific contact. This is especially useful for returning leads who re-engage within a short period of time. Without a reset, it can be difficult to ensure the bot follows the full sequence of objectives and actions in the intended order.
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Bryce DeCora
Merged in a post:
Allow the bot to book multiple appointments vs just one
Wil Horneff
Think martial arts schools, yoga studios, dance schools where parents are booking kids in multiple age groups
Hamish Nuttall
see also this: https://closebot.canny.io/feature-requests/p/contact-can-only-book-once-reset-workflow-after-specific-contact-actions
Booking objective seems to be one and done - once an appointment has been booked for that contact with that booking objective, it can't be used again. Thus, DBR won't work (it will work first time contact books appointment, but not again; if customer tries to book appt on, for instance web chat, they can't if they have already been through that job flow