How To Collect Data Via Bots Or How To Create Data Collection Bots ?

• Plan the bot flow and list down the data columns (custom fields) you need to store.

• Create custom fields for each data column in CRM.

• Create a new bot in the bot builder and define a bot trigger (e.g., message match keyword condition).

• Send a welcome message to the user and start collecting data.

• Use text message blocks to ask questions and save user responses to custom fields.

• Validate user responses to ensure they are in the correct format (e.g., text only).

• Set a waiting time for user responses and define validation failure messages.

• Use interactive message buttons or lists to collect categorical data (e.g., B2B or B2C).

• Create separate bot flows for different user categories (e.g., retailer or wholesaler).

• Use the "assign to agent" feature to assign user chats to specific sales agents.

• Save the bot workflow frequently to avoid losing data.

• Enable the bot workflow to start collecting data.

• The collected data can be exported from CRM in CSV format.