Gambot: messaging features and setup

Overview

With Gambot, you can connect a WhatsApp conversation to lead records and follow-up actions in the same work environment. This is useful when a bot collects initial details and a representative needs to continue without asking everything again. In planning, decide which conversation field maps to a CRM field, when a task is created, and who owns it. Since the system also offers external connections, choose whether customer data is managed in Gambot or synchronized from another business system.

Features

• Visual conversation builder and no-code automations
• Lead, task, and inquiry management in a CRM system
• API connections and integrations such as Google Sheets

Business uses

• Collecting initial needs from a prospect and assigning the inquiry for follow-up
• Appointment reminders with follow-up on the customer's response

Getting started

• Prepare a short conversation flow in Hebrew and test it with a real representative using a test number.
• Collect a name and request type, then check that they appear in the defined CRM fields and follow-up task.
• If connecting Google Sheets or an API, compare the test record in both systems and check that the representative can stop the bot without losing information.

What to check

• Ask for details about the Meta connection, message costs, and transfer of the existing number.
• Check what information is sent to the CRM and what is retained when a representative stops the bot.