Salesbot templates

This template helps you quickly engage with clients the moment they reach out. When your client enters a chat, the Salesbot jumps in with a friendly greeting: “Hi! How can we help you today?”

This instant response ensures clients feel acknowledged and valued from the beginning. After sending the greeting, the bot stops working.

To set up when this Salesbot is activated, click + Trigger in the trigger block on the left. The triggers modal will appear:

The majority of templates have pre-set triggers that control when the Salesbot is activated. In this case, the trigger is called When a lead starts chatting for the first time that day. In this modal, you can configure the trigger to your liking.

To learn how to work with triggers, read our How to set up Salesbot triggers article.

This template is designed to help you effectively handle client questions outside of your regular operating hours. Whenever clients initiate a conversation during offline periods, the bot will promptly inform them of when the team will be back and encourage them to leave a message.

For Salesbot to be triggered during your offline hours only, you will need to set up the trigger accordingly. Click +Trigger in the triggers block on the left, open the trigger modal, scroll down to Active hours and set them up according to your business' work hours. To learn more about triggers, check out our Salesbot triggers article.

The bot will greet the client, explaining that the team is currently unavailable but will return at a specified time. After sharing the return time, the bot invites the client to leave their message. They are instructed to type their message and then enter “done”, “Done”, or “DONE” once they've finished.

The bot then pauses and waits for the client's message, along with the “done” keyword indicating that they finished leaving a message. The bot will acknowledge it and assure the client that their message will be handled promptly.

The bot stops working at this point.

The Alert the team if a client's wait time exceeds 5 minutes template does just that – helps improve customer service by alerting team members when clients wait too long for a response. It activates when a client has been waiting for more than 5 minutes without a reply.

Keep in mind that some Salesbot templates have time limits for when the bots are activated. For example, for the Alert the team if a client’s wait time exceeds 5 minutes the 5 minute time period can be edited in the Triggers settings modal on the left. To do so, click +Trigger.

As you can see in the image, the 5 minute condition is pre-set. Click on it to edit it.

Scroll down to find the pre-set trigger. Click 5 minute to edit the time interval.

After you finish setting up the Salesbot, every time it is triggered the bot will send a message to the responsible team member, letting them know a client needs attention.

After sending this alert, the bot stops. This simple process ensures clients get timely responses, keeping them satisfied and engaged.

Meta (Facebook, Instagram, and Whatsapp) has specific limitations regarding messaging clients who have messaged you more than 24 hours ago. The client must opt in into a conversation with you to keep the chat active. For you to keep track of all chats like that, we set up the Receive an alert before the 24-hours Meta conversation window closes template.

To set it up, you need to connect a Meta channel (Facebook, Instagram, and Whatsapp) by clicking Not filled and choosing one. The bot will activate 23 hours after the last incoming message if the user has not opted in. The bot sends an internal message to the responsible user, warning them that the “24 hour window closing soon”.

This give you an hour to send a message to the client in order to continue the conversation without any limitations.

This Salesbot streamlines communication by efficiently assigning client inquiries to the appropriate team members.

When activated, the bot first sends a message to the client asking about their specific needs. The client then selects from a set of options you can configure, such as product questions or billing queries. Based on this selection, the bot automatically assigns the conversation to the most relevant team member. Make sure to set these up in the steps 3, 4, and 5. Keep in mind that you can add as many options and users as you like.

The bot then confirms this assignment or any changes made.

If necessary, the bot may gather additional details to ensure the team member has all the required information. Once the inquiry is properly routed and all necessary information is collected, the bot stops.

This template is designed to boost engagement with clients who interact with your social media posts on Instagram and Facebook.

When someone comments on your post, the bot springs into action. It automatically responds with a friendly message thanking the user for their comment and offers a personalized discount code as a special incentive. Feel free to experiment with it – offer your clients something else instead of a discount code. Just click on the message and edit it according to your needs.

After providing the discount, the bot takes an extra step to encourage further interaction by asking if there's anything else it can help with. This approach not only acknowledges the user's engagement but also creates an opportunity for continued conversation and potentially converts social media interactions into sales.

Once this initial conversation is complete, the bot stops.

This template helps maintain a tidy and efficient communication system by automatically closing inactive conversations.

The bot continuously monitors ongoing conversations, tracking the time since the last interaction. When it detects a conversation that has been inactive for five days or more, the bot takes action by closing that conversation. This means that the lead stage will go to Close in your pipeline. The history of conversation will be stored in chats.

Once the bot has closed an inactive conversation, it stops monitoring the lead.

This template automates the process of sending emails to clients, ensuring timely and consistent communication for common questions or follow-up messages.

1. The first step is to to set up a shared email address within Kommo and create an email template. To do this, click connect a shared email address.

1. Click + Add email.

1. Enter your email address.

1. Finish the email verification process.

1. Now you can create any template you need for your business. The bot will complete the template and send a message to the client. This template can be customized however you want and include personalized information based on the client's data stored in your system, allowing for tailored communication.

The automation process handles the entire email sending task, from selecting the right template to filling in personalized details and dispatching the message. This streamlines your communication workflow, reducing manual effort and the potential for delays or oversights. After successfully sending the email, the bot stops.

This template enables the Salesbot to respond dynamically to specific keywords in a client's message. After identifying these keywords, the bot can trigger appropriate actions or responses. Here’s how it works:

1. You have to manually input the keywords the bot will look for in the client's message. You can add multiple conditions to check for different keywords or phrases within the same message, with each condition triggering different actions.
2. After you add them and save the bot, it will start checking if new messages from clients contain these keywords.

Depending on the setup, the bot can send a predefined message about, for example, pricing or assign the conversation to a support representative, as well as many other options. Once the bot completes the required actions, it stops.

This template ensures that you receive an internal notification as soon as a client reads your message. This helps in tracking engagement and allows for timely follow-ups. It works like this:

1. It monitors the client’s actions, specifically looking for a read receipt.
2. When the client reads the message, the bot sends an internal notification to the responsible user. It says: “Your client has read your message”.
3. Once the notification has been sent, the bot stops.

This template is designed to automatically follow up with clients who haven’t responded for three days.

Here’s how it works:

1. The bot monitors ongoing conversations, tracking the time since the last client interaction.
2. If there has been no response from the client for three days, the bot triggers the follow-up process, sending a friendly message to the client and asking if they need any help.
3. The bot then stops.

This template is designed to measure client satisfaction using emojis during interactions. Here's how it works:

1. The bot sends a message to the client, asking them to rate their satisfaction using emojis such as 😊, 😐, or ☹️. Feel free to change these emojis to any of your liking.
2. After receiving the client's feedback, the bot manages tags by deleting any previous feedback tags and adding a new tag based on the client's reaction.
3. The bot acknowledges the client's feedback, which you can also change according to your liking, thanking them for sharing their experience.

1. Bot closes the conversation and stops.

This template helps you gather opt-ins, when clients give explicit consent to receive messages or communications from your business, from clients for campaigns and events.

The bot initiates the process by prompting the client to subscribe to news updates.

If the client clicks Sure, the bot then asks for their email address.

When a valid email is provided, the bot tags the client as opt-in and confirms their subscription. If the email is invalid, the bot prompts the client to re-enter their email address.

You can also switch the email communication method to one that’s more convenient for you, such as using a phone number.

Additionally, it asks if there’s anything else the client needs help with to ensure comprehensive support. Finally, the bot stops.

If the client clicks “No, thanks”, the bot will tag the client as opt-out and end the conversation as well.

Need more help setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

Not a user yet? Sign up for our free 14-day trial or book a free live demo to see it in action!