Update Conversation AI Bot and Status Action

Update Conversation AI Bot and Status Action

January 28, 20251 min read

Using a Conversation AI Bot eases the workload for you and your team while keeping customers happy. However, some bots are better suited to certain conversations than others. Automating the switch from one bot to another is easier than ever with the Update Conversation AI Bot and Status Action.

⭐️Why Is This Feature Beneficial To Your Company?

  • Easy Integration: Use this action to seamlessly integrate or remove the AI Bot into the customer conversations as they interact with your business.

  • Specialized Experience: This allows you to have different personalities and approaches with your bots, allowing you to use the best tone for the customer and their step in the process.

  • Conversation Management: This automates the relay process, easily turning the bot responses bot when the conversation demands human interaction, ensuring the conversion process runs smoothly.

⭐️How To Use The Update Conversation AI Bot and Status Action?

  1. Access the Workflow Builder by clicking on the name of your desired Flow inside the Automation section.

    1
  2. After adding a trigger to your Workflow click the plus sign icon and select the Update Conversation AI Bot and Status action.

    2
  3. Select the assigned Conversation Bot from the dropdown menu, by default Keep Same will be selected.

    3
  4. Select the Bot status, click Save action, and complete your workflow setup as desired.

    4

This action simplifies and enhances the reliability of Conversation AI Bot management, allowing you to use the Workflow setup for a hands-on approach while still allowing for personalization.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2025

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.