Setting up an effective Salesmsg Textbot is a breeze! It involves several steps to ensure it meets business objectives and delivers a seamless user experience. This guide will walk you through each section of the Salesmsg Textbot creation interface, explaining what you need to do at each step.

Find and click a new Textbot icon located in the left menu. Next click on the New Textbot button in the top right.

Choose a clear and descriptive name for your textbot that reflects its purpose to your consumer.

Set the rules for adding contacts to the Textbot sequence. You can choose later whether to enroll existing contacts when you activate the Textbot. Use various filter options like segments, tags, or specific field conditions.

Create a welcoming message to kick off the conversation, and enable a slight delay for a natural feel. This message will be sent to all contacts in the Textbot. We recommend making the first message an invitation to chat about a specific topic.

Set Your Conversation Style section allows you to give Textbot additional context on why the conversatoin is happening. Textbot can use this information to answer questions, make desicions, follow instructions. This section is bread and butter of your Txtbot set up. Make sure you try out different versions in testing to find the best one.

Set a message limit: Set the maximum length of conversation. For example, you can set it to 10. Only outbound messages generated by Textbot are counted.

Briefly describe your business: provide a brief overview of your services and how the Textbot will assist.

Explain the topic of the conversation: enter the purpose of the conversation, such as "We have limited time offers on our great products."

Define the style and tone of your messages: define the Textbot's response style, e.g., "Keep messages brief and very friendly."

We reccomend trying out different instrustions and test Textbot before launching in this section in order to acheive the best results.

Objective section allows you to set collectable fields. The goal of Textbot will be to complete all of these fields for each Contact enrolled. Each field will be mandatory for Textbot to collect to ensure success for each Contact enrolled.

You can specify friendly name for each field and Textbot will use friendly name in the discussion.

Maximum number of fields to collect by a single Textbot is limited to 5.

After you have completed the 5 steps above you can start testing and experimenting with you Textbot.

Your Textbot can perform a number of actioins when success or fallback criterias are met. For now collecting all required information is a single success criteria and exeeding session timeout or length are fallback criterias.

For both cases Available actions are:

Success actions are triggered once all fields are collected for a specific Contact.

Fallback is triggered by session time out or by exausting the message limit set in set your conversation style section.

Test your Textbot to ensure it behaves as expected and make necessary adjustments. Save your changes before restarting your test session. We reccomend you do multiple rounds of testing to make sure you get adequate performance from your Textbot.

Once satisfied click on the Publish toggle at the bottom of the page. You will have option to enroll Contacts that alreqdy meet enrollment criteria or skip them. While your Textbot is active any new Contact that matches enrollment criterias will be enrolled into Textbot.

Ensure your contact matches the enrollment criteria (e.g., adding the "New Lead" tag). The Textbot should start the session by sending the first message.

How do I set up contact enrollment?
Define the rules for adding contacts to the Textbot sequence using filters like segments, tags, or field conditions. You can choose to enroll existing contacts later when you activate the Textbot.

Can I enroll contact manually?

Yes. Set enrollment criteria to something easy, like matching a tag. Publish yout Textbot. Add selected tag to any contact you want to enroll in Textbot.

What is the purpose of the first message?
Create a welcoming message to start the conversation. We recommend making it an invitation to discuss a specific topic. Set this up in the "First message" section and choose the inbox from which to send it.

How do I configure the Textbot?
Provide context for the conversation in the "Configure" section. Set the conversation length, describe your business, specify the conversation's purpose, and define the Textbot's response style.

What should I include in the Objective section?
Select up to five fields that the Textbot should collect from each contact, such as email, phone number, and service interest. Ensure the objective is clear and specify any optional friendly names.

What are Success Actions?
Success Actions define what the Textbot should do after successfully gathering information. You can choose to send a thank you message, add a "Qualified Lead" tag, or leave a note in the contact's profile.

How can I test the Textbot on real devices?
Ensure your contact meets the enrollment criteria, such as having the "New Lead" tag. The Textbot will start the session by sending the first message.

How do I access analytics?
Monitor enrollment and session outcomes by accessing the analytics view. Click on the Textbot in the table to see detailed analytics.

Contact us on live chat or send an email to us at [email protected].