Conversation Goal Skill
Conversation Goal
The conversation goal skill has three functions: tracking and reporting; mapping hidden fields; and enrolling contacts into campaigns.
Go to app.getsignals.ai
1. Click "Conversation Goal"
Insert a conversation goal skill.
2. Define goal type
Edit the skill to define the goal type as primary or secondary. Using conversation goals allows you to track key outcomes other than emails captured and meetings booked.
View performance in terms of these conversation goals in: (1) the bot performance metrics, (2) the export on conversation data, and (3) A/B testing. We have additional HelpDocs that break down performance metrics further. You can view them via the attached links below.
3. Add tagging
Since conversation goals and conversation tags are so often used together, the conversation goal skill includes tagging functionality. See our HelpDocs on tagg conversation skill for more information.
4. Set contact attribute
Use the Set Contact Attribute feature to hard code a static value for a hidden field in your bot flow. This is particularly useful for form-replacement chatbots. Select the “Set a contact attribute” checkbox.
In the next dropdown, select the contact field you want to populate. (Custom contact fields will appear at the bottom of this dropdown menu). In the text box next to the dropdown, input the value you want to populate in this contact field.
5. Use an integration
Note: This feature requires an active Salesforce integration. Immediately send any contact who reaches this skill to a specific campaign in Salesforce. Simply select your desired campaign after checking the box to use an integration.
