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Artificial Intelligence · 1 min read

Automating AI Bot Assignment and Status Using Workflows

The Update Conversation AI Bot and Status workflow action assigns the right AI agent to a contact and controls whether it's active. For example, you can assign a sales agent to new leads and a support agent to customers.

Settings

  • Bot: the agent to assign to the contact.
  • Status: active, paused, or inactive for this contact.
  • Pause duration: how long to pause, if you choose paused.

Set it up

  1. Go to Automation > Workflows and create or open a workflow.
  2. Add a trigger, such as Tag Added or Opportunity Status Changed.
  3. Add the Update Conversation AI Bot and Status action.
  4. Choose the bot and status.
  5. Save and publish.

Ideas

  • Assign a booking agent when a contact fills out a quote form.
  • Turn the agent off when a deal is won and your team takes over.
  • Pause the agent for a day after a team member replies.

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