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Web Advisor Message Starting Action

The Web Advisor Message Starting action is used when you want your workflow to be triggered whenever a message is received from a linked bot.

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What is a Web Advisor message? 

A Web Advisor message is a message that comes via the Concierge Advisor feature, which is an AI assistant embedded on your website.  

⚠️ Note

Before you can use this Starting action, make sure you have set up Concierge Advisor. If you haven't, speak to Build Concierge support for more information on how to set this up.

Configuration

There is no configuration needed to set up the Web Advisor Message Starting action. Simply:

  1. Open the Workflow Editor.

  2. Drag and drop the node to the Workflow Editor empty space.

  3. Add an Action node and connect it to the Web Advisor Message Starting action node.

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The workflow will now trigger each time a conversation with a web advisor completes. 

Once triggered, the data coming from the chat with the web advisor can be used to power downstream actions such as AI analysis, notifications to relevant stakeholders, automated replies, job creation, or contact creation in another tool.

Node outcome(s)

As with all Starting action nodes, this node has only one outcome, which is Complete.

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Default variables/Outputs

The Web Advisor Message Starting action provides only one output that can be used as a variable later in your workflow:

Message - The message left by the customer with the web advisor, which will usually include the customer's name, email, company, phone number, address and description of their query. 

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The content of the message can be used to power downstream actions. For example, send an email to the relevant team with the message content which was sent via the advisor.

💡 Tip

Use an Extract Text or AI Prompt node to extract the relevant data points from the message. You can also use an AI Prompt node to classify intent or detect sentiment before taking action.

Example uses

Some typical example use cases for using the Web Advisor Message Starting action are:

  • Extract job request information from the message to book a job in BigChange or another tool.

  • Route urgent support messages to the right team instantly.