The "Update Conversation AI Bot and Status" action allows users to assign Conversation AI bots to contacts while managing their status (Active or Inactive) automatically. This functionality optimizes bot interactions, eliminates manual assignments, and ensures efficiency in managing workflows and tailored interactions.

To get started add a suitable trigger to the workflow, then click the “+” icon to search and add the “Update Conversation AI Bot and Status” action.

📌NOTE: A proper channel must be assigned to the bot within the workflow (e.g., SMS, Facebook, Email) for compatibility.

Change Assigned Conversation AI Bot

You can Keep the Same bot currently assigned or choose a different one, such as the General Support Bot, depending on your workflow needs.

Update Bot's Status

Set the bot's status to Active or Inactive to control its availability in the workflow.

Once you've configured the action, save it to proceed.

📌NOTE: To further customize the workflow, consider adding additional actions, such as the “If/Else” condition, to define specific paths based on user interactions.

After completing the setup, ensure the workflow is functional by publishing and saving it. This step activates the bot and enables it to perform tasks as defined.

The “Update Conversation AI Bot and Status” action is essential for streamlining bot assignments and statuses within workflows. By automating these processes, users can enhance their workflow management, reduce manual tasks, and provide a more seamless experience for their contacts.