Checking for empty contact name in chatbot
SOLVE
1 Accepted solution
Checking for empty contact name in chatbot
SOLVEThanks @PamCotton. Hello @Biscaia!
@Biscaia, quick clarification. Where are you "checking", or where do you want to check, for an empty name field? Are you wanting to check within the chat flow? Or are you checking and doing clean up after the chat has happened, for instance in a List or a Workflow? Based on that you can probably see that I'm thinking of a few different ways to work through this.
If you are trying to validate getting a name during the chatflow, there are If/Then options are available for each chatflow step:
However, there aren't any options to build a branch if Vistor's Response is null or empty. There has to be some response and then you can use a "contains" or "doesn't contain any of" style validation.
Post Chat Flow: You could create an Active List that gathers any contact where a Name field is Unknown. Work this list regularly and attempt to clean up the records. You could go on to create a Workflow that monitors this list and generates a Task or Notification to a user when a new record appears on the list.
Please respond and add more clarity if this isn't the direction you wanted to go. I do think that fixing your records after the Chatflow is the best option. You don't want the Chatflow to become a barrier to entry and have people bail on it because it gets too pushy trying to collect info.
Checking for empty contact name in chatbot
SOLVEThanks @PamCotton. Hello @Biscaia!
@Biscaia, quick clarification. Where are you "checking", or where do you want to check, for an empty name field? Are you wanting to check within the chat flow? Or are you checking and doing clean up after the chat has happened, for instance in a List or a Workflow? Based on that you can probably see that I'm thinking of a few different ways to work through this.
If you are trying to validate getting a name during the chatflow, there are If/Then options are available for each chatflow step:
However, there aren't any options to build a branch if Vistor's Response is null or empty. There has to be some response and then you can use a "contains" or "doesn't contain any of" style validation.
Post Chat Flow: You could create an Active List that gathers any contact where a Name field is Unknown. Work this list regularly and attempt to clean up the records. You could go on to create a Workflow that monitors this list and generates a Task or Notification to a user when a new record appears on the list.
Please respond and add more clarity if this isn't the direction you wanted to go. I do think that fixing your records after the Chatflow is the best option. You don't want the Chatflow to become a barrier to entry and have people bail on it because it gets too pushy trying to collect info.
Checking for empty contact name in chatbot
SOLVE
Checking for empty contact name in chatbot
SOLVEHello @Biscaia,
Thank you for the information, I will tag some top experts to share their knowledge @Crystal_Hopper, @AM8, @MatthewShepherd what would you recommend to @Biscaia matter?
Thank you,
Pam
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