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Configuring Sales Chatbot

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Replace registration forms that your customers use on your website with Sales Chatbot. Qualify leads on your digital channels and route them directly to the correct sales representatives for follow-up meetings.

After collecting all the necessary information for qualified site visitors, the Sales Chatbot creates a lead and a contact, assigns an appropriate lead score, and then creates a Pulse or Interaction activity. A sales representative can follow the lead within Pega Sales Automation as a potential sales opportunity.

To configure the chatbot, perform all the procedures in this section.

Adding and configuring Sales Chatbot

To configure your Sales Chatbot, start by adding and configuring the bot based on the following Dev Studio example.

  1. In the header of Dev Studio, click Your application name Definition .

  2. In the Enabled component section, install the Sales Chatbot by clicking Add component.

  3. Select the name and version of the component by pressing the Down Arrow key.

  4. On the Cases & data tab, in the Case types section, add the Sales Chatbot case type with the PegaFW-Work-Conversation-Leadbot implementation class.

  5. Click Save.

  6. In the navigation pane of Dev Studio, click Records Security Access Group , and then select the SAChatbot access group.

  7. Modify the SAChatbot access group:

    1. On the Definition tab, in the Application section, change the current values to your application name and version.

    2. In the Available roles section, replace the PegaCRM-SFA:SalesOps role with your application role.

  8. In the header of Dev Studio, click Your application name Channels and interfaces to add your Sales Chatbot.

    1. In the Create new channel interface section, click Web Chatbot.

    2. In the Details section, enter the name of the Sales Chatbot.

    3. In the Response command section, configure the responses of the Sales Chatbot based on the sample replies.

    4. Click Submit.

    5. Click Save.

  9. In the navigation pane of Dev Studio, click Records SysAdmin Dynamic System Setting , and then select the UseCompactStylesforPDF dynamic system setting.

    1. Set the value of the UseCompactStylesforPDF dss to true.

    2. Click Save.

Configuring Sales Chatbot access to application features

After you add and configure your Sales Chatbot, switch to App Studio to enable and configure the settings that are required for the Sales Chatbot to access other Sales Automation features.

  1. In the header of Dev Studio, click Switch Studio, and then click App Studio.

  2. In the navigation pane of App Studio, click Settings Application Settings .

  3. In the Features section, enable lead routing and Google Maps & address geo-coding:

    1. Select the Lead Routing check box.

    2. Select the Google Maps & address geo-coding - separate license required from Google check box.

    3. In the Google key field, add the Google API key.

    4. Click Save.

  4. On the Microsoft Exchange tab, in the Use OAuth Authentication section, enter the (https://<mail.server>/EWS/Exchange.asmx) Exchange URL and the Exchange version.

  5. Click Save.

Adding routing rules for Sales Chatbot

Complete your Sales Chatbot configuration by enabling lead routing and adding lead routing rules in the User portal.

  1. Log into the application as a Sales Ops.

  2. In the User portal navigation pane, click Tools Lead routing .

  3. On the Manage lead routing, configure lead routing.

    For more information, see Configuring lead routing.

    The Sales Chatbot works only for sales representatives with valid Outlook email accounts.
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