Conversation Goal Skill
Overview
The conversation goal skill has three functions:
- Tracking and reporting
- Mapping hidden fields
- Enrolling contacts into campaigns
The Basics
Need help getting started? Check out these great resources:
- Bot builder View Options: How to navigate your chatbot builder
- Using Chatbot Templates: How to modify templates to fit your needs
- Managing Skills: How to Add, Edit, Connect, Copy, and Delete skills
- Personalize Your Bot Messaging: How to format your messaging
Adding a conversation goal skill
- Insert a conversation goal skill
- Edit the skill to define the goal type as primary or secondary
- Optionally: (1) include a tag, (2) set a contact attribute, and/or (3) use an integration with this goal
- Save and close
Conversation Goal Use Cases
The conversation goal skill can be used for any or all of the following purposes, with each working independently of the others.
Primary and Secondary Goals
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.
Conversation Tagging
Since conversation goals and conversation tags are so often used together, the conversation goal skill includes tagging functionality. See the tag conversation skill for more information.
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:
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.
