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Configuring Sales Chatbot

Updated on November 25, 2021

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.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide
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 nameDefinition.
  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 RecordsSecurityAccess 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 nameChannels 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 RecordsSysAdminDynamic 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, enable and configure the settings that are required for the Sales Chatbot to access other Sales Automation features.

  1. In the User portal, from the Explorer panel, select Administration.
  2. Enable lead routing. Go to Toggle Settings, and then select the Enable lead routing checkbox, and then click on Save.
  3. Enable Google Maps & address geo-coding. Go to Google Integration, select the authentication type in the Gmail auth type and provide your Google client ID, and then click on Save.
  4. Enable OAuth authentication. Go to Microsoft Integration, and select the Enable oauth authentication checkbox.
  5. In the Exchange URL field enter (https://<mail.server>/EWS/Exchange.asmx) and fill in the Exchange version.
  6. 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 ToolsLead routing.
  3. On the Manage lead routing, configure lead routing.

    For more information, see Configuring lead routing.

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

  • Previous topic Increase sales with artificial intelligence capabilities
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