The Action element in chatbots

You can perform various actions with the subscribers' data when they get to the Action element.

Drag the Action element from the left panel right after the desired element, and select one of the actions.

Open the chat

This option allows you to open a chat with the subscriber in the Conversations section.

You can assign a team member who is more proficient in specific topics to your conversations. Select the Change the chat assignee checkbox, and choose an assignee from the list of team members with access to the Chats section.

You can turn off auto-replies when starting a chatbot flow. This will help you to stop your chatbot from sending messages if the subscriber is already waiting for a human manager. Select the Pause bot automation for checkbox, and pause your bot flows for one, three, six, or 24 hours.

Also, you can set up emails notifying the manager about an open chat that will be sent to the email address they used to register with SendPulse or enable web notifications in the browser or chatbot mobile app.

Unsubscribe from the bot

This option allows you to unsubscribe a user from bulk and automated messages.

Block in a group or channel

This option allows you to block a subscriber in the selected group or channel.

Read more: How to block or unblock a Telegram group or channel member.

Unblock in a group or channel

This option allows you to unblock a subscriber in the selected group or channel.

Add tag

This option allows you to assign a tag to a subscriber. For example, when a student goes through a specific branch of your scenario, you can assign a tag to segment contacts and personalize your communication with them.

Remove tags

This option allows you to remove the tag assigned to a user.

Add variable

This option allows you to set the variable value that will be assigned to the subscriber or updated. You can select an existing or global variable from the list, or create a new one.

Adding your value

Enter the value you want to add to the variable. You can also edit the variable value you want to save using modifiers.

Adding a value from another variable

For the String, Date, Date and time, and Number variables types, you can set an offset variable value based on other variables.

Select the Insert variables checkbox, and choose a variable:

For strings, the current value or another variable with the String type from the chatbot audience or the system Answer, Contact ID, Email, Phone. You can also combine multiple variables and static text values and use modifiers.
For dates, choose the current value, another variable of the Date type from your bot audience, or the Subscription date, or Run date system variables.
For numbers, choose the current value or another variable of the Number type from your bot audience.

Adding dynamic values

You can specify dynamic values for numbers and dates. To add or subtract the value of a variable, type +1 or -1. If the current value is empty, the count will start from zero (for numbers) and the current date (for dates).

To add a dynamic value from another variable, you can select the Add value offset checkbox and insert a value. For dates, it will be + or - in minutes, hours, or days; for numbers, it will be numbers.

Adding formulas

You can use formulas to calculate values and display the results to users. A formula can consist of built-in operators, functions, and variables. For example, you can display a price with a discount to users or calculate other personal parameters.

Formulas have the format described in the table below.

The Set variable value field supports all basic operators, including addition, multiplication, division, percentages, exponentiation, square root, sine, and other functions.

Delete variable

Use this option to remove your current variable value. Select a variable from the list, and click Apply.

Insert Google Sheets row

This option allows you to create a new row with user data in your selected Google Sheets spreadsheet.

Learn more: How to integrate chatbots with Google Sheets.

Find and Update Google Sheets row

This option allows you to update user data in an existing row of your selected Google Sheets spreadsheet.

Learn more: How to integrate chatbots with Google Sheets.

Retrieve data from a Google Sheet row

This option allows you to search for user data in Google Sheets and save it to subscribers’ chatbot variables.

Learn more: How to integrate chatbots with Google Sheets.

Create deal

This option allows you to create a deal and a contact in your CRM when a specific action is performed, for example, clicking the "Buy" button. Using this action, you can integrate chatbots with CRM.

Select a pipeline and deal stage to which you want to add your deal, enter your deal name, and assign a responsible team member. You can also add a variable to the deal name to pass custom data.

Edit CRM deal

This option updates the CRM deal status after certain actions have been taken, for example, creating a request that must be approved by a manager.

Select a deal and a deal status (the pipeline stage where you want to move your deal). If you need to reassign your deal, select an assignee.

Remove the previous message

Suported by Telegram.

This action deletes your sent messages from a subscriber's chat with your bot. For example, you can use this action if you need to delete outdated information or prevent users from clicking buttons in old messages.

Select the message you want to delete.

You can only remove messages sent within the last 48 hours.

Enroll in the course

This option allows you to send an invitation to your selected course to a student. Once the student receives your invitation email, they will be able to sign up for your course and start learning.

Select the course you want to invite your student to. Select a variable with their email address — they will receive their account login and password to this email address.

Send a message to another contact of the bot

This option sends a message from your chatbot to a specific Telegram contact or group if they are subscribed to the chatbot. Use this action to send notifications to your team members in chats or groups. This way, you will limit the number of team members who receive notifications about chatbot events.

Select a chatbot subscriber, and enter your message. You can use variables of the contact that goes through your flow to add their data to the message. For example, you can add a question they asked so that your team members can address it quickly.

Some messaging apps, such as WhatsApp, may not deliver messages via the 24-hour support window immediately. In this case, your selected notification recipient must be online when the action is taken. There are no such restrictions for Telegram or Viber.

Notify me

This option sends a message on behalf of your chatbot to the system chatbot or Telegram group. You can use this option to notify the manager about important subscriber actions in the flow or received payments.

To send messages to the SendPulse Notifications Telegram system chatbot, click on Subscribe to the bot on the right panel.

To send messages to a Telegram group, add the SendPulse Notifications system chatbot to the group as an admin. Click on Add to a group on the right panel, and configure your chatbot permissions to do this.

Enter your message that is up to 1024 characters. You can add custom variables or subscribers’ last message texts using the last_message variable.

Send webhook

This option allows you to send a POST request with user data to your URL.

Add this action after an event about which you want to be notified, for example, if a specific client makes an order. Your system will get a POST request with this subscribers’ data and any variables and tags your chatbot gathered.

To add the element to the flow, choose the Send webhook action. In the first field, enter a webhook name for the webhook so that you can easily find it by name in your system and filter it. In the second field, add a link to your handler where the POST request will be sent.

You can also add a URL to the Webhook element to send events and start automated flows.

Read more: How to create an event and How to create an automation triggered by an event.

Last Updated: 23.10.2024