Help Center
Academy
Resources
Developer Hub
Partner Hub

Merge conversations & tickets- Beta available 🤩

8 months ago

Home
Forum Support overview
Product Area
Workflows

Workflows

Automate simple processes, offer proactive support and engage your customers with Intercom's Custom Bots

409 Topics
875 Replies

When you subscribe we will email you when there is a new topic in this category

409 Topics

Recently active

Most replies Most views Newest first

User2150New Participant

asked in Workflows

Can I trigger a custombot on click on a button directly from react?

2313

2 years ago

Florencia SNew Participant

asked in Workflows

Can I trigger a Custom Bot programatically?

Can I trigger a bot chat through code? Thank you!

1016

2 years ago

User2182New Participant

asked in Workflows

How do I disable a customer being routed to a teammate if they don't engage with a bot?

I've just launched custom bots recently and see that if the customer doesn't respond to a bot question within 3 minutes it routes it to a live person. How do I turn this off? I would prefer to not route them to a person after 3 minutes. Thanks!

111

2 years ago

Jocelyn JNew Participant

asked in Workflows

Can I set up a wait time between steps in a custom bot?

I am setting up a custom bot to qualify leads. What I would like to do is set a wait time so that if a team member doesn't respond in a specified time (like 30 seconds) the bot will reengage and request contact information so that the team can respond via email Is there a way to put a "wait" step in like that? I've looked at the SLAs but not sure if "failing" an SLA can reengage the bot.

521

2 years ago

User2160New Participant

asked in Workflows

Can you have a bot hand off to another bot?

We have several bots on several sites, specifically one on our website and then one that shows up in our LMS. Of course they both ask different questions and sometimes our learners will go to our website and ask a question. More often than not, we have that question answered through our bots and articles within our LMS bot tree. But not in our website tree. It would be great to be able to "hand over" the conversation to the LMS bot from the website bot if it is determined the topic needs to go that route.

461

2 years ago

User2155New Participant

asked in Workflows

Can I query a third-party resource to give a response in a Custom Bot?

Can I request data from a third-party resource to give a response in the chat bot? For example, a user wants to know the weather. He enters the city and I go to the weather service and request weather data and return the answer to the user

171

2 years ago

User2554New Participant

asked in Workflows

Showing the question before paths

Hi there, I was wondering how I could show the questions, and then once someone clicks on the questions the bot will pop up with a different path. like the bot on both these websites https://www.15five.com/and https://www.hubspot.com//p>

2 years ago

Gary ZNew Participant

asked in Workflows

Custom bot in messenger

How can I bring up a custom bot when someone clicks on "send us a message" in our app? See image. Ideally, id like the custom bot to show up instead of "send us a message"

694

2 years ago

YisroelNew Participant

asked in Workflows

Is there a way to use merge tags in custom outbound bot reply button?

231

2 years ago

User2543New Participant

asked in Workflows

Can I create a Custom Bot that only my teammates can see?

Is there a way for an inside bot?A bot that only the customer success representatives will see?

2 years ago

Nick YNew Participant

asked in Workflows

Is there a way to set "or" audience rules?

I want to send NPS surveys from survicate in a custom bot, after users have triggered a certain event in our app, but I want to send it if they have never answered the survey before or if it has been x days since their last answer. Is the answer to have a duplicate bot with the other rule?

111

2 years ago

User2529New Participant

asked in Workflows

Custom bot is not showing all the time, sometimes there is a different default bot that we cannot get to go away

I have turned off all task bots and only have one custom bot which should show to all visitors, leads, and users. But for some reason, it only sometimes shows, and what appears to be a default bot will show when the custom bot does not. Does anyone know how to make it so that your custom bot shows every time?

551

2 years ago

LaMintActive User

asked in Workflows

What is the difference between adding rules and assignments 'within the bot bubble field', and only adding them after selecting 'end bot with follow up actions'?

I have recently been working on our bot extensively, and typically we add 'end bot with follow up actions' when the step is the last in the flow. However I noticed in one 'end step' that was added, the publisher didn't add the attributes and assignments after selecting 'end bot---' but rather included them directly below the bot text bubble- It seems to be acting fine though, so I was wondering what the impact is of this? and should I bother changing it? would appreciate any help.

2 years ago

Gary ZNew Participant

asked in Workflows

How can I send a different bot on my app vs. my website?

Building an ios/android app, but have a marketing website. Would like marketing website to have different chatbot as app. Is that simply a new bot, and select "show first on" for ios/android?

121

2 years ago

Zak HNew Participant

asked in Workflows

How can I set a custom bot to end up in a live chat with the site visitor?

242

2 years ago

OrenNew Participant

asked in Workflows

Can I show a Custom Bot in multiple languages?

How do I create Multi Language custom bot?I would like to show a Spanish speaking custom bot for visitors from specific countries or visitors that get to our Spanish website version.

881

2 years ago

CarmelNew Participant

asked in Workflows

Can I trigger a Custom Bot in the middle of a conversation?

Can I start a custom bot from an ongoing conversation? If a user sends a reply to an open ongoing conversation, but his reply is off-hours, I need it to send a custom reply. How can I do that?

2 years ago

User260New Participant

asked in Workflows

Can custom bots be triggered to answer support questions arriving via Email?

We receive a large amount of requests from the Email channel. I have a set of rules in place to tag conversations and wish to provide Buttons with potential self serve answers for requests arriving via Email.

241

3 years ago

Matthew P14Connector

asked in Workflows

Can we A/B test logic for custom bots or add and/or logic to custom bots?

I'm looking to run a timing test for one of my custom bots. I'd like to have it appear on certain pages of my website but also test WHEN the bot appears. It doesn't appear I can do that. I can only have OR logic or AND logic for my bot rules. Is there any way I can combine and/or logic here? Also, when I'm running an A/B test on a bot, is there a way to create different rules for the tests I'm running? I don't see a way to do this. Thanks!

571

3 years ago

LaMintActive User

asked in Workflows

What are the different use cases for path building in Res. bots versus path building in custom bots?

how do I decide which bot to use if I want a path based answer system in place for self-help for customers?

121

3 years ago

AriadnaNew Participant

asked in Workflows

I want to remove the bar " send message" under the options that I already set up in custom bot

I want to remove the bar " send message" when de custom bot start it.

451

3 years ago

RebecaNew Participant

asked in Workflows

Do I need to combine a Task Bot with a Custom Bot for new inbound conversations?

If I'm setting up a custom bot from new conversations for example, should I have a Task bot in place as well? I get really confused in regards to this

361

3 years ago

Mike W11New Participant

asked in Workflows

I am building a custom outbound bot where in one of the conversation flows I'm asking a visitor to submit 4 pieces of data. What is the best way to set this as a goal completion?

Once completed, the conversation will be routed to a Sales group. However, I'm having difficulty setting a goal with the desired structure. Specifically, the questions are: NameTelEmailCredit Range In goals, I can only set the "goal" related to one of the options in Credit Range. However, "completion" in my mind is actually just selecting any Credit Range option. This completes the 4 data points. Is there a better/different way to approach this?

411

3 years ago

User170New Participant

asked in Workflows

More custom bots live

Hi everyone. I have setted up 2 custom bots - 1 for Leads/Visitors, and 1 for Users only. Unfortunatelly, no matter how I tried, the User's bot is showing to the people who even logged off of their accounts. I was looking for some workarounds but even when we used the Hash check (Force Identity verification) it still doesn't work as we need. I tried to set some rules on it (Page URL is / is not...) but that actually just turnd off the chatbot completely. Is there any way we can force check WHO is actually using the chatbot at the very moment? For example: Scout logged onto his profile and then logged out - We want to show him only the bot which is for Leads/Visitors - But the chatbot stores data's about the user's account automatically which is actually contraproductive on our end and hence the logic simply doesn't work as it should 😤

153

3 years ago

User158New Participant

asked in Workflows

Can I edit Resolution Bot's response when it doesn't have an answer for a question?

We want to change the standar reply : ¨ I`m just a bot...¨ whenever there is no answ for the question. How can we do that?

901

3 years ago

Page 13 / 17

Ask a question

Share your tip

Terms & Conditions Cookie settings

Join the Intercom Community 🎉

Already have an account? Login

Intercom Customers and Employees

Username *

E-mail address *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Login to the community

No account yet? Create an account

Intercom Customers and Employees

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.