Creëer je eigen BOT in Cliq en stel je welkom bericht in.

Creëer je eigen BOT in Cliq en stel je welkom bericht in.


Automatiseer eenvoudige workflows en verbeter de samenwerking binnen de team door middel van conversatiebots. Vandaag leggen we in het kort uit hoe je een bot in Zoho Cliq kan maken. Klik op jouw profielfoto binnen Cliq en selecteer Bots en Tools. Selecteer de Bots sectie die verschijnt als de eerste optie en klik op " Een Bot Maken". De benodigde velden en hun beschrijving staan hieronder opgesomd:

Naam: Naam van uw bot. Dit veld is verplicht.
Beschrijving: Leg de functionaliteit van de bot uit. Dit veld is verplicht.
Toegangsniveau: Kies wie toegang krijgt tot je bot. Keuze uit: Organisatie, Team, Privé. Dit veld is verplicht. Het standaard toegangsniveau zal ingesteld worden als privé.
Afbeelding: De profielfoto van je bot! Dit veld is optioneel.
Status: Stel een status in voor je bot, net als hoe je je status in Cliq instelt. Dit veld is optioneel. Standaard status van de bot zal worden getoond als "Help met Plezier!".
Zodra je op Bot Opslaan klikt, word je bot opgeslagen en word je doorgestuurd naar de bot handlers pagina om de acties van de bot te configureren. Je kunt ook een bot aanmaken door op het + icoon te klikken onder Bots in de bot preview, dit zal je naar de Bots sectie brengen in de Integraties pagina.

Handler voor een welkom's bericht
Deze Handler kan gebruikt worden om een aangepast bericht te triggeren wanneer de gebruiker zich aanmeld voor een bot. Je kunt ook een Handler voor Welkom configureren om een aangepast bericht te plaatsen wanneer een gebruiker zich afmeld voor een bot en zich opnieuw aanmeld. De lijst van attributen die worden doorgegeven wanneer deze welcome handler wordt getriggered zijn:

Attributen Lijst

Beschrijving

user
Gegevens van de gebruiker die zich voor de eerste keer op de bot abonneert.

newuser

Gegevens om te bevestigen of de gebruiker die zich aanmeld een nieuwe gebruiker is.

Hieronder vind je een voorbeeld voor wanneer een newuser attribuut ervoor zal zorgen dat een gebruiker die zich inschrijft op een bot een welkomstbericht ontvangt dat verschilt van de gebruiker die zich opnieuw inschrijft op de bot. Het user attribuut van het type Map zal de details van de gebruiker opslaan en kan gebruikt worden om de voornaam van de gebruiker op te halen en het bericht persoonlijker te maken.


Wil je jouw bedrijfsbot verder uitbouwen, klik dan op onderstaande link voor de uitbreidingsmogelijkheden:



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