Inbox Web Chatbot can be instructed to ask for email in ADDITION to, or instead of SMS number
under review
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Harmanbir kaur
Currently, the web chat assistant in Inbox asks for a name and SMS number when capturing a lead, and also asks for an email address as a fall back if the user doesn't want to provide their SMS.
Some businesses may want to have their web chat assistant ask for an email address first – in addition to (or instead of) SMS. They may also want it to ask for an additional contact field, like address.
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Zakir Daud
We are selling the Business App Pro as an end to end solution for customers. This initial web chat funnel should automatically gather name, phone number AND EMAIL. If the email is not gathered then it add an unnecessary manual step to collecting this data and greatly blunts the immediate benefits of both Campaigns Pro feature and the Review Request element of Reputation Management!
If you gather email in the initial phase, you can then create campaigns and add customers into the campaign right away which is far more of a logical process.
What is the point of gathering the customer data if you then have to try and get emails by texting them or calling to request this, then also manually inputting the information into the CRM as an additional step? It make no sense at all and breaks a critical chain link in this “end to end solution”!
Vendasta Team
under review
Vendasta Team
open
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Ethan Novitsky
I would like to request that the chatbot asks for email and phone number as a default. Not just as a fall back. CRMs are built with emails so clients can email prospects information, so having both phone number and email is important.
Vendasta Team
Ethan Novitsky: I've edited this post to reflect this ask, thanks for the comment Ethan – dev teams will discuss this.
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Paul Ryan
It would be very beneficial to capture name, email, and mobile phone number. This will allow us to follow up with more opportunities to use to reach them.
Vendasta Team
Paul Ryan: I've adjusted this feature request to reflect your request, thanks Paul
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Gabriela Krawczyk
Vendasta Team As I know, it's already in the roadmap that we will be able to feed information to the Chatbot to answer questions. Is there a way that we could control the chatbot or set preference if we want to collect emails vs. phone numbers?
Vendasta Team
Gabriela Krawczyk: ability to add more knowledge is in progress right now, follow the progress here https://roadmap.vendasta.com/business-app/p/expand-the-knowledge-base-of-ai-assisted-web-chat-on-your-clients-websites
For ability to not ask for a phone number, can you share examples of why client wouldn’t want to web chat to try to get a phone number first? Thx!
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Gabriela Krawczyk
Vendasta Team: You do have a point where contacting a lead via phone number is likely more effective than following up via email. We have a few clients that I think would simply feel more comforatble following up via email, but then they might not be successful in converting that lead. So in reflection, we should push our clients to update their processes in following up with a prospect with a call or text if they provide their phone number. Thanks Josh!
Vendasta Team
existing feature
Web chat asks for email as a fallback if a lead doesn't want to share their SMS number.
Vendasta Team
Hey Harmanbir kaur – web chat currently does collect email as a fallback to SMS. It tuned to ask for an SMS number first, since SMS is generally the best way to contact leads, but if they don't want to provide an SMS number, it asks for their email address. Please let me know if there's a use case you have for it to ask for ONLY the email, and not SMS. Thank you!
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Harmanbir kaur
Vendasta Team: Thank you for confirming Josh, It seems partner wants hat chatbot should ask only for email.