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