We need a Notification that a Chat with ChatBot has been Initiated

Sam_S

We have this situation where I think there should be an option to be notified when a bot chat starts – this is for 2 reasons that I can think of so far:

  1. When in a testing phase. While a bot can automate most of the process it would be great to be able to monitor it and step in when there are issues or somebody is getting upset? If you try getting your Bot to ask for a phone number and email there is often issues when the visitor doesn't want to put this in which makes the Bot go back with an error message. If we had a notification that a Chat with the bot has been initiated we can step in as soon as there is an issue to save an upset visitor! At the moment we miss so many of these mishaps... not good. 
  2. We want to use the chat and bot in a hybrid format in which case we need notifications as soon as either of them is initiated. This is because we have a virtual assistant that we want to manage our chat/bot and we see it useful for it to be automated with the multiple choice questions as these virtual assistants don’t have sufficient product knowledge. As far as I know if we only use live chat and not the Bot we can’t have pre-set questions with multiple choice answers. The ideal situation is that when the ChatBot is initiated our virtual assistant gets a notification and can keep an eye on the conversation from the start and step in if anything goes wrong.
HubSpot updates
Status updated to: Delivered
May 12, 2021

Hi all-

 

It is now available to all. Using Conversation-based workflows you can now trigger a notification for when a bot has started leveraging the workflows tool. 

 

For more details about this functionality, check out our Knowledgebase article. 

Workflows are available to Marketing, Sales, and Service Pro and Enterprise customers. 

Jan 29, 2021

Sorry about that @grant_growup it should work now, but I will also add you to the list to add on Monday! thanks. 

Status updated to: In Beta
Jan 29, 2021

Hi all-

 

We are excited to announce that with Conversation-based workflows you can now trigger a notification for when a bot has started leveraging the workflows tool. For access to this beta, please fill out this form.

 

For more details about this functionality, check out our Knowledgebase article. 

Workflows are available to Marketing, Sales, and Service Pro and Enterprise customers. 

 

Thank you, 

 

Cassie

Status updated to: Being Reviewed
Dec 15, 2020

Status updated to: In Planning
Dec 15, 2020

Hi all - The way we will be solving this is by enabling this from conversation-based workflows. We are currently in a private beta with conversation-based workflows now and will be adding the support for notifications to follow through to the relevant thread. The specific notification functionalty currently in development and will be out early next year. I will provide an update as soon as I have specific timelines for next year and beta details to request to join.

 

Thanks! 

Status updated to: Being Reviewed
Jun 1, 2020

We're currently exploring a couple options to allow for "bot started" notifications, and will upate this post with more info in the next couple months. 

Status updated to: In Planning
May 19, 2020

23 Replies
grant_growup
Participant | Partner

We can't open the form

 

Please opt me in - grant@growup.green

cdewey22
HubSpot Product Team

Sorry about that @grant_growup it should work now, but I will also add you to the list to add on Monday! thanks. 

Status updated to: Delivered
cdewey22
HubSpot Product Team

Hi all-

 

It is now available to all. Using Conversation-based workflows you can now trigger a notification for when a bot has started leveraging the workflows tool. 

 

For more details about this functionality, check out our Knowledgebase article. 

Workflows are available to Marketing, Sales, and Service Pro and Enterprise customers.