OCTBOT: messaging features and setup

Overview

OCTBOT brings conversation building and customer data together, making it possible to design a bot that moves from an initial question to the next step in sales or service. For a Hebrew workflow, check that users can reply freely and are not limited to choosing predefined wording. The built-in CRM can centralize inquiries, but you should evaluate whether it fits the fields and tracking the business already manages. When another customer system is in use, clearly decide which system is the primary source of information.

Features

• Self-service bot building with no code
• Built-in CRM and customer centralization
• FAQs, reminders, and conversational sales workflows

Business uses

• Capturing a prospect and saving their details before a conversation with a representative
• Answering recurring questions and guiding users to an order or appointment booking

Getting started

• Request a demo of the channel the business uses and enter real customer service questions.
• Build a Hebrew FAQ flow that includes an answer not found in the list, and check how the bot directs the user to further assistance.
• Capture a test lead and check the fields, representative assignment, and ability to export the business's required data from the built-in CRM.

What to check

• Confirm the type of WhatsApp connection and the terms for transferring the number in advance.
• Check that the built-in store and CRM support the fields and exports the business needs.