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Available Configurable Chatbot Actions

Article: 000050590
Updated: July 16, 2024

You can create chatbots in Lead Gen & CRM that operate based on specific logic branches. These branches can be configured with actions that do specific things, such as modifying the lead's information in your system or sending an email to the lead.

This article will provide information on the various actions that are available for chatbot automation.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons  
Jr. Salespersons  


Chatbot Actions: Questions and Responses

The following is a list of actions that cover how chatbots provide questions and responses:
 

ActionDescription    Options

Ask a
question

Provides an initial question and a set of answers for the lead to interact with.

  • text field

Add chatbot
response

Adds the selected response that will appear after the lead selects an answer to the initial question.

  • drop-down menu

Collect lead
information

Selects the lead data you would like to collect. Creates the lead if the lead does not already exist. Will not ask for previously obtained information unless reconfirming.

  • checkbox
  • drop-down menu
  • text field

 



Chatbot Actions: Referral Action

The following is a list of actions that cover how chatbots send referral content:
 

ActionDescription    Options

Schedule a
meeting

Schedules a previously created meeting between an assigned user and the lead. 

  • checkbox
  • drop-down menu
  • text field

Send
email

Sends a previously created referral email to the lead.

  • drop-down menu
  • text field
Send
media

Sends a previously uploaded Media Center asset and, if available, an associated trackable link.

  • drop-down menu
  • text field

Provide
a link

Sends a URL that links to content hosted outside of Lead Gen & CRM. 

  • text field

 



Chatbot Actions: Live Chat

The following is a list of actions that cover how chatbots interact with Live Chat:
 

ActionDescription    Options

Enable
Live Chat

Enables Live Chat functions. 

  • n/a 

 



Automation Actions: Communication

The following is a list of actions that cover how chatbots communicate with leads:
 

ActionDescription    Options

Send the
email

Sends a previously created email to the lead.

  • text field

 



Automation Actions: Notification

The following is a list of actions that cover how chatbots notify users about lead interactions:
 

ActionDescription    Options

Send a
notification
to user

Sends information about leads who have interacted with a chatbot to a designated user.

  • checkbox
  • text field

Send a
notification
to email

Sends information about leads who have interacted with a chatbot to a designated email address.

  • checkbox
  • text field 

Post back
lead info

Posts lead information to an external web application via that application's postback URL.

  • text field 

 



Automation Actions: List Actions

The following is a list of actions that cover how chatbots manage leads in lists:
 

ActionDescription    Options

Add to
list

Adds the lead who interacted with a chatbot to a previously created list. 

  • text field

Add to lists
with tag

Adds the lead who interacted with a chatbot to a previously created list that has as specified list tag.

  • text field

Remove
from list

Removes the lead who interacted with a chatbot from a previously created list. 

  • text field 

Remove
from lists
with tag

Removes the lead who interacted with a chatbot from a previously created list that has as specified list tag.

  • text field

 



Automation Actions: Contact Edit Actions

The following is a list of actions that cover how chatbots manage contact information:
 

ActionDescription    Options

Assign
contact to
campaign

Adds the lead who interacted with a chatbot to a previously created campaign. 

  • checkbox
  • text field

Assign
contact
owner

Assigns a specific lead owner to the lead who interacted with a chatbot. 

  • checkbox
  • text field

Change
contact
status

Changes the status of the lead who interacted with a chatbot.

  • drop-down menu

Change
contact
persona

Changes the persona associated with the lead who interacted with a chatbot.

  • drop-down menu

Change
contact
field

Changes the field associated with the lead who interacted with a chatbot. 

  • checkbox
  • drop-down menu
  • text field 

Increment
the counter
field

Increases a number counting field associated with the lead who interacted with a chatbot by a specified amount.

  • drop-down menu

Decrement
the counter
field

Decreases a number counting field associated with the lead who interacted with a chatbot by a specified amount.

  • drop-down menu

Remove from
action group

Removes the lead who interacted with a chatbot from a specified action group.

  • checkbox
  • drop-down menu

Remove
from visual
workflow

Removes the lead who interacted with a chatbot from a specified visual workflow.

  • drop-down menu 

 



Automation Actions: Sales Optimizer

The following is a list of actions that cover how chatbots manage Sales Optimizer actions:
 

ActionDescription    Options

Create
opportunity

Creates an opportunity attributed to the contact who interacted with a chatbot.

  • text field

Create
sales task

Creates a sales task attributed to the contact who interacted with a chatbot.
  • text field

 


 

Automation Actions: Referral Actions

The following is a list of actions that cover how chatbots manage referrals:
 

ActionDescription    Options

Send a
notification to
the referrer

Sends notification to the referrer for the lead who interacted with a chatbot.

  • text field

 



Automation Groups: Select an Action Group

The following is a list of actions that cover how chatbots interact with action groups:
 

ActionDescription    Options

Select an
action
group

Adds the selected action group to chatbot automation in a read-only state.

  • drop-down menu
 


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