Question: How do I set up a chat bot?
Answer: Go to Automation > Chat Bot > Build to customize a bot or use an existing one from the library.
Question: How can I trigger a chat bot?
Answer: A chat bot can be triggered in many ways: apart from manually triggering it from an active chat, it can be triggered using Default Action, Keyword Action, or Rules.
Question: How many chat bots can I create?
Answer: It depends on the plan. Please check the available plans on our website.
Question: Why can't I add more than 3 buttons?
Answer: The Question Button node supports only 3 buttons. If you want more, use the List option, which allows up to 10 options.
Question: How can I save client responses in a sheet?
Answer: After all question nodes, add the Google Sheet node and connect it to store the responses of the users.
Question: How can I save questions and answers in attributes?
Answer: In the Question node, save the client’s response in Variables and then connect the Attribute node to save it in the contact details.
Question: What does the diamond icon mean in Chat Bot?
Answer: The diamond icon means that an upgraded plan is required to use those features.
Question: How many nodes are allowed per chat bot?
Answer: Each chatbot can have up to 200 nodes/steps.
Question: How can a user go back to a previous option and select answers?
Answer: Create a backward flow within the existing chat bot to allow navigation to previous options.
Question: How does the Default option work in chatbot nodes/buttons?
Answer: The Default option is triggered if the user doesn’t select the available buttons and sends another message instead. This ensures the conversation still proceeds to the next step.
Question: How can I test a chat bot?
Answer: Within the Chat Bot section, there is a test option where you can add your personal WhatsApp number and test the bot directly. This will not count as a session. Make sure the chat is open with that number.
Question: Why is the test button not available?
Answer: If the client is on a Legacy Plan, the test feature will be disabled. An updated plan is required.
Question: Why is the test bot button not working?
Answer: The number used for testing must have an open chat in the Team Inbox.
Question: Can I send reminders to a client if there is no response on the bot?
Answer: Yes. You can use the Chat Bot timer, which can act as a reminder based on the time set and ends the bot afterward if the user does not reply within the chatbot timer setting.
Question: Can I mark a chat as solved if there is no response from the client?
Answer: No, chats cannot be marked as Solved automatically. They must be resolved manually if there is no response from the end user.
Question: What is the difference between Chat Bot timer and Fall Back?
Answer: If the end user doesn’t respond, the Timer sends a notification and ends the bot. In Fall Back, if the user doesn’t select the available options, it reminds the user to choose only from the available options.
Question: How can I use media with a question?
Answer: 'Accept a media response' is available in the Question node. Through this, you can save the media a client may send in response to a question.
Question: How can I share data saved in my CRM with a client?
Answer: You can use a Webhook in the Chat Bot to transfer data from one CRM to another and share it with the client.
Question: Can KnowBot reassign chats to a Chat Bot?
Answer: No, KnowBot cannot reassign chats to a Chat Bot. It can only assign chats to teams or agents.