Skip to main content

Sending template messages using Salesbot

In this guide, we will show you how to send template messages using Salesbot.

1. First of all, you need to go to the "Pipeline" and choose a stage, where do you want to use your Salesbot

In my case, this is the "Initial contact" stage.

image.png
2. Press "Add trigger" -> "Salesbot" -> "Create a new bot" 

image.png
3. Choose "Message" step 

image.png
4. After that, select the template you want to use for sending.

image.png
Done. Now all your deals that move to the "Initial contact" stage will receive the template you selected.