Drift Chat Tutorials: How To Copy a Playbook Question to Make a Smarter Chatbot

July 04, 2018
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Transcription:

Today we're going to talk about how to copy a playbook question inside a drift playbook, so there's a lot of different use cases for needing to do this. You could have a question that's very similar. For instance, asking for company name or it could be asking for the number of employees were a lot of the routing and a lot of the qualification is going to drop off and go to qualifying a bot and then going into the next stage or maybe even skipping a question. Now, the ability to copy that those settings and have that question again or have two different flows that are within your Bot. If depending on which way someone goes, allows for you to copy the settings of that question and then take you through to that next path. So imagine that you've got a fork in the road, but you're going to ask the company name question on two different areas or you're going to ask the number of employees in two different areas in your Bot.

Depending on the direction. Now you have the ability to build out a flow and then copy of the questions and move them over to the other side. This can be a very compelling use case for building out a Bot that is smarter and it can also be a really great way of improving a homepage bought for instance, and giving it additional logic to ask the qualifying questions that you'd want. So we're going to show you how to do it. It's pretty simple, but think about the different use cases that you could go through. So when you go into it could be a brand new playbook. This extra icon over here, which is fantastic. So upon clicking that copy icon, you'll see you'll see that question get added down at the bottom and then you can grab these handles and drag them up where you want them and it'll change the order of those questions.

It's as simple as that, and this can be, again, a really great way of building out using our chat template one flow and then incorporating another flow based on criteria and still being able to ask similar or the same question. I'm depending on that context, so let me know how you're using this feature if you've used it yet. It's been quite helpful and save quite a bit of time for my team. Hit me up on @RemingtonBegg on twitter or in the comments below. I'd love to hear how you're using this or if you have any questions about drift. If you'd like to see other tutorials we've done, you can go ahead and you can do that right here, and if you would like to subscribe to our daily tutorials so you can go ahead and you can do that right here. Until next time, I'm remington from impulse creative. Have a great day.

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