Onboarding Enhancements

We would like to change the current onboarding flow by making the following changes:

  • Make the phone number mandatory
  • Send a first template + create a contact with a custom field with the language
  • Create a bot specifically to handle leads doing the onboarding

The goal of this change are the following:

  1. Qualify the lead using some automation (bot + templates). Every contact gets followed by the bot and eventually gets assigned to a human agent
  2. Guide the user through their onboarding by using the bot as learning experience

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Upvoters
Status

Completed

Board
💡

Feature Request

Date

About 2 years ago

Author

An Anonymous User

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