Overview

Primary bots manage all general inbound conversations as the foundation of communication strategy. Non-primary bots enhance workflows by responding to specific tasks within assigned channels. Proper channel assignment to both bot types ensures seamless operation.

Primary Conversation AI Bots

Definition & Function:

The primary bot handles all conversations that are not assigned to a different bot from within a workflow. It serves as the default responder for general inbound communication across assigned channels like SMS, Facebook, or live chat.

Key Characteristics:

• Respond automatically to messages outside workflow automation
• Ability depends on assigned channels
• Can be changed anytime without affecting configurations
• New primary bots require reassignment of missing communication channels

Setup Instructions:

1. Navigate to Conversation AI dashboard in Settings
2. Create or select desired bot
3. Click "Set as Primary" button
4. Save changes

Non-Primary Conversation AI Bots

Definition & Function:

Non-primary bots support workflows by responding to conversations initiated through workflow automation. They operate exclusively within assigned workflows based on configured channels.

Key Characteristics:

• Activate only when workflow steps trigger them