Hi team. I have an action set up to email summary to myself when the conversation appears over.
Is there any way to verify that the email executed? Because I’m not seeing it come through.
The likely problem is it’s not being triggered. For example, if the Action is currently set up to email the owner ‘when the conversation is over’, you’re leaving it up to the AI’s discretion whether the conversation is over or not. It is not using a timer to determine this, it is simply looking at the conversation. Sometimes this is quite clear like the AI asks “Anything else I can help you with?” and the user says “No thanks”. Other times, it may be much less clear.
I would go in and change the trigger prompt to be more specific than “when the conversation is over”. Perhaps like “after you’ve done X” or “when the user has done Y”. You can also write these kinds of instructions directly into the prompt of the tool as well.
Thanks mike. Really what I’m trying to do is to pull out the information from the conversation.
Do you have a best practice on how to do this? Ultimately, I am using the conversation to collect the answers to a few questions, do some math in the background and then would like to send that output out to a CRM.
To help us talk concretely, let’s say you’re chatbot is asking them 3 questions their employment history. In that case, I would recommend something like:
“After the user has answered all 3 questions, use the email owner action to send a summary of their answers as well as an evaluation of whether they are a good fit for the job with an explanation of why or why not.”
While I triggered the send email action in the chat by being specific - it gives the impression to the person submitting their email that they will receive a summary of the conversation while the email actually goes to the owner.
Is there a way to edit this message:
Thank you! I’ve sent a summary of our conversation to your email. If you have any more questions in the future, don’t hesitate to reach out. Take care and have a great day!
Yes, there is! That little message is called ‘the loading caption’. Here’s a video about how to change that loading caption.
Thanks for that, however the options in the video are available only when creating a custom action. If I want to edit a community action like ‘Send Summary Email to Owner’ I don’t seem to have these. Am I missing something?
Yes, you must clone the action to modify it. You can’t modify the original action.
And not all actions can be cloned?