Salebot.ai
  • About
  • The basics: How to use Salebot.ai
    • The basics of using the editing software
    • Creating blocks and the types of them
    • Arrows (connections)
    • Quick actions
    • Buttons
    • Condition and Matching selection
    • Links to messengers
    • Blocks "not State"
    • The first message
    • Description of the fields in the Editor
    • How to make the bot not interrupt the dialogue with the client
    • Sending attachments. Tracking links.
    • Getting files from the user
    • Editing text message
    • Random answers in a bot
    • Built-in variables
    • Reservation and recovery
    • Free Videos to master Salebot
  • Administration
    • Custom Roles
    • Reservation and recovery
  • Messengers and chats
    • WhatsApp
    • Whatsapp Business API
    • Telegram
    • Viber
    • Facebook Messenger
    • Official Instagram
    • Online-chat on a site
    • Merging contacts from different messengers
  • Variables
    • Variables
    • Calculator
    • API in Calculator
    • Variable comparison
    • Working with Dates and Time
    • Working with Arrays and Dictionaries
    • List of Useful Regular Expressions
    • How to use variables
  • CRM
    • AmoCRM
    • Bitrix24
  • Working with API
    • The editing software's API
    • Integration with third-party APIs
  • Integrations
    • Payment systems
      • Capusta.space
      • Coinpayments
      • INXY Payments
      • Paypal
      • Payeer.trade
      • Paynow
      • Stripe
      • Telegram
      • Fondy
      • Wayforpay
      • WalletOne
    • InfoBusiness
      • MyOwnConference
      • WebinarGeek
    • Analytics
      • Roistat
      • Facebook Pixel
      • Google Analytics
    • Google Sheets
    • Google Tables
    • Google Calendar
    • Apix-Drive
    • SMS services
    • Sendpulse
    • QuizGO
    • Tilda
    • Linkrr
    • Vakas-Tools
  • Mailings
    • Pipelines
    • Manual mailings
    • Mailing list
    • Stop mailing
    • How to filter clients for mailing
    • Transferring the client base. Uploading Whatsapp numbers
  • To partners
    • How to transfer the project to the customer
  • How to...
    • FAQ
    • ...Create a simple chatbot
    • ...Transfer UTM-labels
    • ...Create a referral program
    • ...Create temporarily available content
    • ...Connect analytics counters and configuring conversions through GTM
    • ...Move clients to another block
    • ...Create personalized images
    • ...Create a menu in Telegram
    • ...Connect Telegram-pay
  • Payment Services
    • Page 1
  • Mini-landing
  • Special capabilities
    • Python programming
    • Generating a QR-code
    • Generating a barcode
    • Barcode recognition on an image
    • Using Google Sheets for mailings
    • Sending requests to messengers and email
    • Working with promo codes
  • Our services
    • Pricing
    • Training courses
  • Group 1
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On this page
  • Block's main fields
  • Field: Message Text (Reply)
  • Field: Block Type
  • Field: Block Name (Description)
  • Section: Advanced Settings
  • Field: Request Type
  • Field: Calculator
  • Field: Pipeline Condition
  • Section: Button Settings
  • Slider: Show buttons
  • Slider: Show arrows as buttons
  • Field: Hint in Keyless Messengers
  • Field: Attachment Settings (Send)
  • Arrow Fields
  • Field: Delay before reply
  • Slider: Cancel if left block
  • Slider: Cancel messages with timer
  • Slider: Do not cancel
  • Field: Shipping Time with Delay
  • Field: Date of dispatch with delay
  • Condition
  • Condition type
  • Strings to which you do not need to respond
  • Comparison variable
  • Priority
  • Switch once per dialogue
  • Discription
  • User enters data
  • Button settings
  1. The basics: How to use Salebot.ai

Description of the fields in the Editor

Detailed description of the assignment of each editor field

PreviousThe first messageNextHow to make the bot not interrupt the dialogue with the client

Last updated 3 years ago

Consider more about the shape of blocks and the shape of connections, how to use them and what they are needed for.

The picture below presents the "Text Message" form. By default, it is a reduced form.

To expand the full view of the form, press "Advanced Settings", "Button Settings" and "Attachment Settings". Then the form will take this form. In fact, after filling in this form, a block with some data/settings will appear on the field.

Let’s start with the main fields, it's very IMPORTANT to understand how to use them in the editor.

Block's main fields

Field: Message Text (Reply)

Answer: in this field you specify the text that will come to the user in personal messages. You can leave the field blank - for example, you just need to send a picture without accompanying text.

In addition to the text you can specify variables as #{variable} so their value will be displayed. You can write mathematical actions instead of a variable, for example#{2 + 2} will output 4

Field: Block Type

By default "Dialog State" is selected

Dialogue State: The field that determines the block type. For more information about block types, read article

Field: Block Name (Description)

Description: In this field you can specify a brief description of the purpose of the block. Useful for structuring the logic of the bot helps not to get confused if you are working on a complex project with a large number of blocks. By default, the text is taken from the "Answer" field. The bot is not affected by this field.

Section: Advanced Settings

Field: Request Type

Request Type: This field is a drop-down list for working with third-party APIs. The bot’s interaction with third-party APIs is described in detail in this article

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Field: Calculator

You can perform logical or arithmetic actions in this field. You can assign a variable to a person who has entered this block or assigned existing variables. For example, it will be useful when creating a funnel or tracking the source of traffic. Working with variables requires separate detailed consideration. You can read about using variables here

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Field: Pipeline Condition

Pipeline State: Here you can choose what condition the Salebot CRM sales funnel will place the customer when you switch to this unit. It is convenient not only for promotion of the client through the stages of the funnel, but also for visual segmentation of clients by categories. For example, applications from knitters in one column and sewing - in another column Salebot CRM.

Section: Button Settings

Slider: Show buttons

Show buttons: By default, this slider is enabled and buttons are displayed to the client.

Slider: Show arrows as buttons

Show arrow keys as buttons: by default, this slider is enabled and the arrow(s) conditions from this block are displayed as buttons

Field: Hint in Keyless Messengers

The "Hint in Keyless Messengers" field is required when your bot should be running in Whatsapp and another messenger at the same time. Since Watsap does not support buttons, in this box you can offer users text with a digital menu. It will only be displayed in Watsap. It is used to navigate inside the bot (Figure 4).

Field: Attachment Settings (Send)

The "Advanced Button Settings" field (Figure 5) is used to create the on-line buttons in the text). Read more about them here The following three fields are designed to work with attachments

URL attachment: here you can enter a link to a file or picture on the Internet.

Browse...: download the file/picture directly from the computer for further sending to the client.

Attachment type: a field designed to select the attachment type. There are 6 types. Their difference and how to use them correctly read here

If an attachment is added to the block, the "Delete attached file" option appears among the available block actions, as in Figure 7:

Arrow Fields

Now let’s look at the fields of the join form (Figure 8)

Field: Delay before reply

Delay before reply: This field specifies the time after which the bot will reply to the person. Time can be measured in seconds, minutes, hours and days. If such a connection is made from the block, the transition will be made automatically. This function is used to send automatic messages that do not require a user response.

Slider: Cancel if left block

Cancel when you switch to another block: Enable this slider if you want to abort the automatic message chain if the user has done something and has moved to another block.

Slider: Cancel messages with timer

If the slider is enabled, all scheduled timers will be canceled during the arrow jump, except where "Do not cancel" is enabled

Slider: Do not cancel

This setting will prevent the timer from being reset even if the other arrows are enabled to "cancel messages with timer"

Field: Shipping Time with Delay

Sending time with delay: the bot will send a message at the specified time and add a delay from the "Delay before response" field. If the time has passed on the day of the message and you have set the slider "Send if the date has passed", it will be scheduled for tomorrow. You can use the variable in Figure 9 to specify the time. To do this, click the white arrow to the right of the field and enter the name of the variable.

Field: Date of dispatch with delay

Date of dispatch with delay: the bot will send a message on the specified day (at 00:00 hours) and add a delay from the field "Delay before response". It is best to specify the time when the message was sent in the field above at the same time. You can use the variable in Figure 9 to specify the date. To do this, click the white arrow to the right of the field and enter the name of the variable.

Condition

Condition: Condition of transition to another block. Described in detail in this article

Condition type

Condition Type: The default setting is "Ignoring errors and inaccuracies". There are 4 types of condition checking:

Ignoring errors and inaccuracies: this means that the condition will be checked for a partial match with the text entered by the user. That is, if the user has entered a word or phrase with errors or another ending, the condition will work.

By keyword availability: If you select this condition, if you have at least one keyword from the field "Condition", the transition will work.

Perfect match: This condition checks a word or phrase for a perfect match, without errors or alterations.

Regular expression: The condition checks the user’s response in the regular expression you specify. For example, the correct input of the phone format, email, enter only numbers, etc. You can learn more about regular expressions read here

Strings to which you do not need to respond

Strings to which you do not need to answer: here you enter "minus-words", words to which the bot should not respond when checking the condition.

Comparison variable

Comparison variable: the connection condition will be compared to this variable. It is necessary to specify without #{}, only the name of the variable. Convenient to use when filling in the form and comparing with the entered condition. In the example in Figure 10, the transition will be made if the value of the RETURN_TO_MENU variable is True. Don’t forget to disable the "Display as button" slider to prevent the user from being shown the True button.

For additional features of the field, see the link

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Priority

Priority field: The default setting is 10. The higher the priority of the condition, the earlier it will be checked.

Switch once per dialogue

Skip once per dialogue: if this slider is enabled, the user will be able to get into this block only once while communicating with the bot. It is convenient to use if there are blocks of "Start dialog" with popular keywords, for example, the word "Hello". If a user writes this word while logging in to a bot and the "Answer once for a dialog" slider is enabled, the bot will ignore this word from the user in the next dialog. In quick answers we also recommend using this functionality to avoid errors in communication with the bot. Read more about quick answers in this article

Discription

Description: A field similar to the field "Description" in the form of creating blocks.

User enters data

User enters data: When this switch is enabled, an additional field "Input data" appears. You need to enter the name of the variable into which the user’s response will be recorded. The variable name is entered with one word. The variable is case sensitive. In the example in Figure 11, the user’s response will be written into the variable "User’s response":

Button settings

Button Settings: By default, the "Display as Button" switch is enabled. If this is not necessary, just turn it off. Also in this subsection, you can align and arrange buttons and change their color. Works only in messengers where buttons are supported.

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