Help/Other

Create a question section in the chatbot

Use this flow to collect answers from the customer before transferring them to an agent.

Use this flow to collect answers from the customer before transferring them to an agent.

  1. Go to Modules > Chatbot, select the bot, and click the pencil.
  2. Identify the menu that routes to the target desk (e.g., sales).
  3. Inside that menu, create a submenu to act as the entry point of the question sequence.
  4. For each question, create a new menu with the question text as the name and * in the Option field.
  5. On the entry submenu, create a Post-execution action rule of type "Transfer to another menu" pointing to the first question menu.
  6. On each question menu (except the last), create an Invalid action rule of type "Transfer to another menu" pointing to the next question menu.
  7. 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.
  8. Test the flow to confirm the sequence advances correctly.