How to send data with Botco.ai’s integration with Salesforce

Overview: Integrating Botco.ai’s chatbot with Salesforce enhances customer interaction and data capture, but it requires a Data Submit Card to send user information and collaboration with a Customer Success Manager (CSM) to map out fields. The Deployment Screen facilitates the seamless publishing of the chatbot across platforms. This setup enables your chatbot to engage users and transfer critical data into Salesforce for effective customer management.

Step-by-Step Integration:

  1. Create a Data Submit Card:
    • The Data Submit Card in Botco.ai allows you to pass collected user information (e.g., Name, Email, Phone) during a chatbot conversation and send this data to external systems like Salesforce at a specific point.
    • Steps to create a Data Submit Card:
      1. Navigate to the Authoring section and create a form with fields like Name, Email, and Phone Number.
      2. Define the expected responses (e.g., @sys.any for Name, @sys.email for Email) and assign attributes​.
      3. Once the form is completed, add a Data Submit Card to trigger the sending of collected data​.
  2. Work with a Customer Success Manager for Salesforce Integration:
    • Currently, direct mapping of fields from Botco.ai to Salesforce objects (like Leads or Contacts) is not yet available as a self-service feature.
    • To integrate Salesforce:
      • Coordinate with a Customer Success Manager (CSM) from Botco.ai. The CSM will help map the collected chatbot data to the appropriate fields in Salesforce.
      • The CSM will also assist in configuring the integration, ensuring data flows smoothly from Botco.ai to Salesforce once the mapping is established.

Deployment of Chatbot on the Website:

Once the Data Submit Card is set up, the next step is to deploy the chatbot on your website or other platforms for user engagement.

  1. Access the Deployment Screen:
    • The Deployments tab in Botco.ai's Dashboard allows you to control when and where the chatbot goes live​​.
    • Key steps include:
      • Platform Selection: Choose the website or platform (e.g., Facebook Messenger, Web Chat) for chatbot deployment.
      • Custom Styling: Personalize your chatbot with custom icons, headers, and color schemes​.
      • Deploy the Chatbot: Copy and paste the deployment code (JavaScript snippet) into your website’s HTML to activate the chatbot​​.
  2. Testing and Monitoring:
    • Deploy a test deployment to test the chatbot’s performance and integration before it goes live.
    • After deployment, monitor user interactions and data submissions through the Botco.ai dashboard and your Salesforce account.

Benefits of Integration:

  • Seamless Lead Capture: The chatbot collects valuable user information, and the CSM ensures this data is properly mapped into Salesforce.
  • Efficient Deployment: The Botco.ai platform allows for quick deployment, so you can start capturing user data immediately.
  • Real-Time CRM Updates: With the assistance of a CSM, the chatbot data feeds directly into Salesforce, enhancing CRM records and improving customer insights.

By working with a Customer Success Manager to map fields and using the Deployment Screen for easy publishing, your chatbot can efficiently capture user data and enhance your CRM system through Salesforce integration.