Use this flow to collect answers from the customer before transferring them to an agent.
- Go to Modules > Chatbot, select the bot, and click the pencil.
- Identify the menu that routes to the target desk (e.g., sales).
- Inside that menu, create a submenu to act as the entry point of the question sequence.
- For each question, create a new menu with the question text as the name and
*in the Option field. - On the entry submenu, create a Post-execution action rule of type "Transfer to another menu" pointing to the first question menu.
- On each question menu (except the last), create an Invalid action rule of type "Transfer to another menu" pointing to the next question menu.
- On the last question menu, add a text message telling the customer they will be transferred, then set an action rule to route them to the target desk.
- Test the flow to confirm the sequence advances correctly.