- Go to the Leads – funnel (in the left menu):
- Open setup pipeline:
- Select a stage in the Funnel, after the transition to which the action that you set up will occur (when the trigger fires):
- for example, let’s choose a stage in the funnel – Negotiation
- to an empty cell “+ Add a trigger” (automatic action)
- Choose Salesbot:
- Create a new bot:
- At this stage it is possible:
- create a new bot
- use the bot you created earlier
- use created templates
