How to create a Salesbot

The Salesbot is a fantastic addition to any messenger-based sales or marketing effort of your company. Wide range of functions allow the Salesbot to tackle the first steps your customers take when reaching out to you through messengers. It doesn’t require coding skills to get started – thanks to the visual interface.

Salesbot can do actions with leads and contacts, answer in chats automatically, use natural language processing (NLP) to determine user intent, and much more. It supports all available messengers. However, unfortunately, sending messages with buttons in WhatsApp is not supported at the moment. Everything else works great, though!

This feature is available starting with the Advanced plan.

Be sure to connect at least one messenger platform before you get started with the Salesbot creation.

Do note: should you wish to write the code yourself, click on the View code button. If you make some changes inside the code, you won’t be able to open this particular Salesbot in the Visual editor anymore. However, you are able to see the code and come back if you have not made any changes.

To begin with building a Salesbot, head over to Chats > Templates & Bot > Salesbots

Here, you’ll find a list of created Salesbots (if there are any), so you can edit them or create a new one. You can also simply import your Salesbots - let’s say from another account, by clicking the ‘import bot’ button.

Besides that, you can see Salesbot usage statistics and the events that launch your Salesbot - we call these “triggers”.

Now, let’s create your first Salesbot!

When you click the “Create a new bot” button, a presets window will pop up. Here you can choose and customize a Salesbot that we created for you, or create your own by choosing Blank bot

Let’s start with presets and take a look at “Duty hours bot” - this one will respond to your clients when you’re off work.

Once you click “Apply”, the Salesbot editor window will open.

With a preset, you can simply click “Save & Continue” and start using the Salesbot right away if it fits your business process,

or customize it according to your needs - change text, add a new step, or delete an existing one.

For instance: we want to change 9 am to 10 am and add a “Request a call” button,

and ask the Salesbot to remind us to call a client once we’re back in the office. For that, we’ll set the Salesbot to request a client’s phone number by Add next step > Message and type in “Please provide your phone number”.

Then, we’ll validate the client's answer. In this case, we want to be sure that the phone number was provided, so we go to Add action > Validation > If client’s message contains phone.

Finally, the Salesbot will set up a follow-up task for us, which can be set up by pressing Add next step > Action > Add task and then we stop the Salesbot by clicking Add next step > Stop the bot.

That’s it, we’re ready to go!

If you want to build your own Salesbot, go to the top of the Salesbot presets window, choose ‘Blank bot’ and click ‘Start from scratch’.

You can now form the logical steps your Salesbot will take, based on the conversation you want your customers to have with it.

To add a Salesbot step, click on the step that is perfect for you and enter the required parameters. Clicking on the ‘…’ button in the top right corner of the action window will let you rename, duplicate or delete the action.

You can remove the link between Salesbot steps by pressing on the connecting dot and decoupling it.

Stopping the Salesbot is the last step of every sequence. Upon reaching it, the Salesbot will cease function, unless the structure of the Salesbot’s steps is configured to be recurring.

To learn more about Salesbot steps and actions check out Salesbot steps and action types.

Do note: each Salesbot step has its own number. It’s best to structure the sequence in a progressive order. E.g: step 1, step 2, step 3, etc.

Our Salesbot is more than what can be made in the Visual Editor. You can easily code it yourself, build it according to your needs, and play with it’s functionality! With its superior flexibility, it can totally change your business. Want to know more about what you can do with the Salesbot? Check out our developer knowledge base.

After your Salesbot is ready, choose ‘Save & Continue’ to save it. Once you click the button, a new window called “set up the trigger” will pop up on your screen and there you can configure the Salesbot logic.

There, you can decide on when Salesbot be activated in ‘When this happens’ or choose particular group of people that Salesbot will be answering to by setting up the ‘For all Leads with’ section.

You can also set the active hours for your Salesbot and choose the messages it sends to be marked unanswered to make it easy for you to catch up with the conversation. Detailed information on setting your Salesbot can be found in Configuring the Salesbot settings.

The Salesbot can be used for a great variety of purposes. For instance, we (Kommo) used our own Salesbot to register people for the amoCONF conference. Our Salesbot requested the participant’s email address and phone number, as well as handled other automations in our digital pipeline. We used Salesbot to distribute our book about Messenger-Based Sales called “Delivered” to our interested customers. The only limitation of using the Salesbot is your own imagination. The Salesbot is a tool that can help you run your business and handle your clients on autopilot, all the while you can relax and enjoy your life.

🏆 Related use cases

• CRM for Event Planners – How B_Entertained DJs and More increased response speed by 50%
• CRM for Marketing – How Kommo generated 5k ebook downloads with Salesbot
• CRM for Partner Relationship Management – How Kommo grew a Partner Network 2x with RingCentral SMS

Need more help in setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us on Facebook.

Not a user yet? Visit our tour page or contact us for a demo.