Tickets & Conversations

A-Hubs23
Participant

Can a bot end action be to go into a live chat?

SOLVE

I am new to creating chat flows and bots, and it seems like it would be possible to have a bot get to a certain point, and then ask the question, would you like to speak to a live specialist, and then have it go into the normal chat. Would anyone know how to do this?  Thank you in advance!

2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Can a bot end action be to go into a live chat?

SOLVE

Hi @A-Hubs23 

 

Yes, you can do this using the 'Send to a team member' action, like in this example:

 

Chatflows.png

 

More info on that action can be read here: Choose your bot actions: Send to team member 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Can a bot end action be to go into a live chat?

SOLVE

Hi @A-Hubs23 

 

Teams are created and managed in the Users and Teams area of the portal settings. 

 

More info: Create and edit teams 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
4 Replies 4
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Can a bot end action be to go into a live chat?

SOLVE

Hi @A-Hubs23 

 

Yes, you can do this using the 'Send to a team member' action, like in this example:

 

Chatflows.png

 

More info on that action can be read here: Choose your bot actions: Send to team member 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes
A-Hubs23
Participant

Can a bot end action be to go into a live chat?

SOLVE

Hi @Phil_Vallender ,

 

Would you happen to know how to check the members of each team or how to set up the different teams for the 'send to team member' action? 

 

Thank you!

 

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Can a bot end action be to go into a live chat?

SOLVE

Hi @A-Hubs23 

 

Teams are created and managed in the Users and Teams area of the portal settings. 

 

More info: Create and edit teams 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes
A-Hubs23
Participant

Can a bot end action be to go into a live chat?

SOLVE

Hi @Phil_Vallender ,

 

Thank you!

0 Upvotes