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Best Practices for Creating a Task Bot

Comm100 enables you to design and create actions in the form of a Task Bot to meet your frequent business needs. 

As a Chatbot is designed to answer complex queries (see Best Practices for Creating a Chatbot), a Task Bot handles simple operations, like book a meeting, collect leads, direct to web page, or route specific member to a team, and so forth.

This article acquaints you with the best practices for creating a Task Bot to help achieve your business goals.


Task Bot Naming and Other Details

Task Bot allows businesses to increase customer engagement on their website and provide customers with an "always-on" self-service option. While creating a Task Bot, always ensure a Task Bot name with the following abilities. Such as:

  • Short and simple
  • Easy to pronounce and spell
  • Creative and memorable
  • Without negative connotations
  • In line with your brand
  • Culturally and politically acceptable


General Bot Communications

While creating a Task Bot, Comm100 suggests keeping your messages concise. You are encouraged to use pre-built Task Bot templates in creating your task bot. Use images, videos, and hyperlinks to help with Task Bot communication. 


Pre-chat and Offline Messages

Comm100 encourages you to collect the Pre-chat and Offline Message information from the visitor via Task Bot. When a visitor clicks on your chat button to start a chat or your offline chat button, instead of using a static pre-chat form or offline message to collect visitor info, you can enable Task Bot to automate basic actions and provide more personalized customer service experience.

To collect Pre-chat and Offline Message information, you need to create a Live Chat Campaign or configure your existing Campaign.

To learn how to collect Pre-chat and Offline Message information, see this article.


Bot Response

You can achieve a basic level of customer service workflows, such as collect leads, book meetings, route chats, reduce wait times by setting up Task Bot as your bot response in the Live Chat channel of the Chatbot Intent.

On Agent Console, if the visitor has a matching intent, the agent can share a corresponding bot response. The agent can select the Bot Responses tab and choose the Chatbot and its Intent from the list. The Chatbot intent triggers a Task Bot flow during the chat. When a Task Bot finishes its role, it leaves the chat and returns the control to the previous agent.

In addition, you can also trigger Task Bot from the Help Content tab of Agent Console. You need to select the Task Bot tab and choose the Bot from the list. The Task Bot will join the chat and talk to the visitor. The agent will still be in the chat and can monitor or stop the Task Bot anytime.

To learn more about the Bot response, see this article.


Task Bot Reporting 

If you want to know how the Task Bot is performing, Comm100 encourages you to run Task Bot reporting promptly. This enables you to measure the Task Bot achievements and improvements so that you can turn them into actionable goals. You can run the following report types: Triggered Times, Collected Leads, Task Bot Usage, and Booked Meetings.

To learn more about Task Bot reporting, see this article.


Collected Leads and Booked Meetings 

You can use the Collected Leads feature in the Task Bot to collect your visitor's vital information. You can use a pre-built Lead Generation Task Bot template or your own Task Bot. You need to set actions in the Collect Info action menu from your Task Bot flow builder. You can also share a copy of the collected leads using the flow builder's Send an email action. 

You can enrich your Task Bot with advanced-level features, such as managing your bookings using Book a meeting via Calendly or Book a meeting via Microsoft Booking action from the Task Bot flow builder. You need to have a valid account before you can use these actions. You can use a pre-built Meeting Booking Task Bot template or your own Task Bot.

To learn more about the Task Bot templates, see this article.


Task Bot Webhook

You can use a Task bot to trigger a webhook to send and receive data to an external server or third-party services. Using the HTTP POST method, Task Bot Webhook can perform RESTful operations per your business needs.

To learn more on Task Bot Webhook, see this article.

Finally, to have comprehensive information on building a Task Bot, see this page.