Set up the automation
Salesbot is a bot within AmoCRM that you can program to perform specific actions. For example, if you have a customer's contact but haven't communicated with them yet, you can use Salesbot to initiate a conversation.
Here, we'll explain some simple steps: how to send a message using Salesbot to all customers who reach a certain stage in a deal.
How to Create a Bot:
Go to the 'Deals' section → open the relevant pipeline → click 'Customize' in the top right corner.
Click on an empty cell under the stage where the bot should trigger upon transition → select 'Salesbot.'
The bot settings will open. Choose:
The event (trigger) that should activate the bot.
The time when it will be launched.
You can also add a condition for the bot to send a message to the contact in the deal.
In our example, the bot will be triggered when a deal is moved to the 'Negotiations' stage. It will activate for all deals moved to that stage.
Afterward, click '+ Create a new bot.'
The bot editor will open. From the 'Your Bots' panel, select 'Create your own bot.'
How to Set Up the Bot for Sending Messages:
Important! Salesbots send messages to all existing chats with the customer. For instance, if you've messaged a customer from two different WhatsApp numbers, they will receive the same message on both numbers simultaneously.
In the 'Next Step' list, choose 'Send a message' or 'Initiate communication.'
The 'Send a message' step doesn't create new chats. It sends a message to all existing ones. If a contact's card includes a number you haven't messaged before, the message won't be sent to that number.
The 'Initiate communication' step creates a new chat with the customer if you haven't messaged them on the specified numbers before. It also sends a message to all existing chats.
If you choose the 'Initiate communication' step, a list of channels from which you can send the message will appear.
Write the message for the customer.
Choose 'Stop the bot' as the next step.
Your bot will look something like this:
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