Ivy answers Orbit HR's prospects from its pricing page, and when someone wants a quote it takes their name, company and email and adds them to the sales team's Google Sheet.
STARTvisitor messageKSKnowledge SearchsearchCMChat ModelanswerCConditionintentanswerquoteAtAsk the VisitorcontactTCTool Callsheets_add_rowSMSend Messagethanks
Each step lights as the agent runs it.
OIvy · Orbit HROnline
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How it's built
What it knows, what it can do, and the steps it follows.
The same three parts make every chatbot, set up in the dashboard without code: knowledge you add, tools you switch on or connect, and a workflow you draw.
01
Knowledge
Plans, discounts and the questions a buyer's IT team asks are answered from these, with the source.
orbithr.com/pricingWebsite · 5 pages
pricing.mdMarkdown · 9 passages
Security overview.pdfPDF · 16 passages
02
Tools
The sheet is made in your Google Drive when you connect it; rename or add columns there and the chatbot follows.
Google SheetsAdds a row to your own sheet, under its own columns, with the date and a link to the conversation. It never reads a row back.sheets_add_row
HubSpotSOONA new contact for every lead the chatbot takes.
03
Workflow
Each visitor message runs these steps: a condition reads what they want, and each answer has its own path. A question none of them takes is answered from the knowledge.