How to set chatbot conditions in Kommo

All of us are quite familiar with how conditions work because making decisions is something that we all do on a daily basis.

Well, no one said it’s going to be easy.

But behind this sometimes excruciating process, there is a good old decision tree concept. The Decision Tree represents various conditions or options, choosing which would lead to different outcomes.

Conditions usually dictate every choice that we make on our day to day basis. And our choices then influence our actions, a series of which eventually lead us to different outcomes.

Think of the traffic light: if the light is red, then you'll wait (unless you are a New Yorker 🏙️); or else, you will cross the street. The rest of the day might very well depend on the decision you make there.

This is essentially what conditions are: a set of logic statements that may ✅ or may not ❌ be met.

Thanks to Kommo, you can build chatbots for different messengers, including WhatsApp, Instagram, and Telegram, helping you to:

• Book appointments
• Answer FAQ
• Make event registrations
• Download lead magnets (and much more 😉)

But to ensure a seamless experience, you will have to set your chatbot conditions properly.

Conditional flows will provide you with outcomes tailored explicitly for each action consumer takes in your chatbot, making their experience more personal. And according to recent studies, 80% of consumers are more likely to buy from a brand that provides a personalized experience.

It’s a win-win. 😎

In Kommo, you can set conditions based on:

➡️ Client message

➡️ Lead source

➡️ Conversation status

➡️ Other triggers

You can choose several conditions which can mutually exclude each other. And even specify the action for a situation when none of the conditions are being followed.☝️

Still a little confused about chatbot conditions?

Let’s look at the use-case examples to understand better. 🤓

With perfectly set chatbot conditions, you can:

• Check lead’s contact data in the system
• Create engaging content
• Launch chatbots based on pre-filled messages
• Notify when the 24h window is closing
• Send content based on user answers
• Measure customers’ satisfaction rate

🔎 Let’s take a look at each of the examples in more detail.

So, you get a new incoming message, but you don’t know if that’s a potential lead or an already existing client. What do you do? 😱

You can set a condition for the bot to check if the client's email address already exists in the system. And if it does, it will skip the step of requesting it.

This is especially useful if your chatbot has multiple lead magnets. 🧲

Another great way to use chatbot conditions is to add some some fun to your routine conversations by creating brand-themed quizzes for your audience. ⁉️

These days, business communication has become increasingly relaxed in order to enhance customer engagement. This means that not every customer interaction with your bot has to be formal. ❌🎩

Sending your leads brand-themed quizzes will educate them about your company, creating a stronger bond, while also giving them a sense of achievement. 💪

And if you structure your questions right, you will also get some key insights into customers' preferences and behaviors, helping you to segment them for relevant content. 🤓

Creating a seamless experience is another goal your business should aim for.☝️ One of the ways you can achieve that is by using a WhatsApp link and setting conditions based on the pre-filled message.

After adding a WhatsApp link to one of your channels, all your customers have to do is follow the link to get redirected to your WhatsApp chat, click the Send button, and the custom pre-filled message will be sent to your business. 📥

Pre-filled messages will allow you to filter out incoming requests by understanding the client's intentions. 🕵️‍♀️ Depending on the type of pre-filled message, the lead will be transferred to a responsible chatbot or user. It will be especially handy if you have several service options with multiple chatbots connected, redirecting leads to the one that can provide them with relevant information. 🤖

Let’s look into another scenario. 👀

You’ve probably faced the 24-hour rule when interacting with clients on Facebook Messenger, Instagram, or WhatsApp. ⏰

But thanks to this chatbot template in your Kommo account, you can select your lead source and get notified by the system when the 24-hour window is about to close, so you can shoot your shot before it's too late.

As someone great once said, you miss 100% of the shots you don't take.

Simply login to your Kommo account:

• Go to Settings> Communication Tools > Click ➕ Create a new bot
• Select the Get notified when it will be 24h since a client replied bot template

Another useful chatbot conditions case that you might want to try is setting up chatbot actions based on the key words in a lead’s message. The system will perform a simple analysis of what the user is trying to say to identify key words that will trigger the response of the chatbot.

The whole process requires 3 steps:

☝️You receive a message

✌️Chatbot tries to match it with pre-set key words

☝️✌️ Chatbot takes an action according to your configuration

To access this template, in your Kommo account:

• Go to Settings > Communication Tools > Click ➕ Create a new bot
• Select the Set up actions based on the words in a client’s message bot template

Customize this template according to your needs, and you can be sure that your leads are taken care of.💆

So, you are doing a great job setting up your chatbots and training your sales team. But how can you make sure your customers are as happy as you think they are? 🙂☹️

A satisfaction bot can be just the answer.💡

This chatbot will help you get a customer satisfaction score by measuring your clients' satisfaction when they interact with you using emojis. And with the help of conditions, you can set further actions according to the rate.

Make it fit to your business needs in your Kommo account:

• Go to Settings > Communication Tools > Click ➕ Create a new bot
• Select the Measure how satisfied your clients when they interact with you using emojis bot template

You can easily use one of our chatbot templates and adapt it to your business needs, but how about building a chatbot from scratch?

Up for a challenge? Here, we will try to set up 2 different chatbots using our Strike Web Agency as an example:

🤖 Chatbot 1: sends tailored content based on user answers

🤖 Chatbot 2: launches other bots based on the WhatsApp pre-filled message

To kick it off:

• Go to Settings > Communication Tools > Click ➕ Create a new bot
• Select New > Enter your bot’s name

You can start your chatbot in the Salesbot visual builder in many different ways. But this particular chatbot, we will start with a Message.

Once we pick the message as the first step, we need to specify its content. For a welcoming message, write something simple and straightforward. And make sure to add a few response options to choose from. You can follow our example below. 😉

Now, we have to select a condition, based on the lead’s answer.

In the If condition, you can choose from Client message, Active chat code, Active chat messenger, Lead source, Conversation status, Answer status, Interaction status, Lead, Contact, and Company, and Talk: NPS fields.

Since we are making a chatbot for tailored content based on user answers, we will pick a Client message for our If condition. 💬

For our next condition, we have three options: Equals, Does not equal and Contains. Let's choose Contains and specify our own value against which the condition will be checked.

When choosing the value, we can select from a Random string or Short random string, Bot parameters, Manual input, Lead, Contact or Company fields, Current talk ID or NPS, and Kommo user name or phone number.

This time we will go for the Manual input, and as our value, we can input 1. And for the two remaining answer options: 2 and 3.

Now it’s time to write a bot script for each of these conditions.🧑‍💻

If the client picks option 1, we will redirect them straight to Tatiana, our responsible user for web development. All we have to do here is Create a new step, select Action, Change the responsible user and assign Tatiana as our user in charge.

If the lead types 2 in the chat, we will similarly assign Amanda, the manager for web design orders, as a responsible user.

And option 3 belongs to Sergio, our digital marketing pro.😎

After assigning a responsible user, we should let the lead know they have already been transferred to a specialist and will be contacted shortly.📲 The messages will look similar in each of those three options; the only difference will be the name of the service.

This all seems great, but as we know, not everything goes according to our plans. ☹️

What if none of the conditions are followed, and the lead answers with a text message?

Something like: “I need a web developer”. 💬

In that case, we can set a script for the bot, where it asks again to answer with a number. For example, the chatbot can respond with: “Unfortunately, I couldn't understand your message. 😔 Please type a number in the chat.”

After that, we’ll add the same conditions as we did before.

Also, don’t forget to add the Stop bot step at the end of each sequence and press Save.

That's it! Our first chatbot is ready. 🥳

Now that you've got the hang of it, let's try something a little bit more challenging.

Our second chatbot will help you filter out your pre-filled messages from WhatsApp with the help of chatbot conditions. 🗃️

Say, we've got three pre-filled message options:

• Order site
• Learn more about services
• Learn more about promotions

We'll set each of these messages to trigger separate bots that we've previously created for these three different intentions. Let’s see how. 👀

We can start the bot by adding individual conditions to these three pre-filled messages. Then we will have to transfer the leads to a separate highly-qualified chatbot to help them make a website order.

1. If Client message Equals: Manual input Order site 👨‍💻 > Add next step > Start bot > Site order bot
2. If Client message Equals: Manual input Learn more about services ⚙️ > Add next step > Start bot > Services bot
3. If Client message Equals: Manual input Learn more about promotions 📣 > Add next step > Start bot > Promotions bot

And once you are done, it's really important not to forget to Stop bot, so it doesn't affect the work of your next chatbot.

But keep in mind, if a client decides not to send a pre-filled message, we must specify the condition to make sure they get redirected to one of our sales reps. So, we'll add an internal message for the Sales team: “A client wants something different”. And then Stop bot!

And we are done! 🙌

Knowing how to set chatbot conditions in Kommo is a must to ensure an automated, seamless experience for your clients and your team. If you still have any questions, our team is always here for you.

👩‍💻 Login to your Kommo account

💬 Chat with us here on the website or within your account

🤓 Book a free demo session with the team

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