Conversation Status Skill

Updated by Zoe Ngan

Conversation Close

This video will explain the use cases and best practises of using a "Conversation Close" skill.

Go to app.getsignals.ai

1. Drag "Close Conversation" in the bot flow:

Insert a conversation status skill. Use the conversation status skill to eliminate this wait time and sync leads to your CRM immediately after information is captured.
Drag 'Close Conversation' in the bot flow:

2. Best Practises

Only use this skill once all relevant information about the lead has already been captured. Do not set conversation status to "closed" before routing in a live agent. If a lead is synced to CRM before any agent activity has occurred, the lead will not be properly assigned to the agent that engaged in chat.
Best Practises

3. Best Practises

Make it clear to your web visitors that the conversation has ended before setting conversation status to "closed" or using the End of Bot Flow skill. Closing the conversation suddenly can leave your site visitors feeling ghosted.
Best Practises


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