Building a Workflow for Personalized Data Collection

Enhancing customer interactions often requires gathering additional information through pre-chat surveys. These surveys not only enable personalized service but also aid in efficiently allocating resources to resolve customer inquiries. 

While Willdesk offers a robust pre-chat survey in the Widget settings, some users may have specific data collection needs. To cater to this, we've introduced an Automation feature that allows you to create a workflow bot for customizing data collection.

Here's how you can build a workflow to customize data collection:

Step 1: Automation → Template → Use Template

Begin by accessing the Automation section and selecting the desired template to work with.

Step 2: Remove Unwanted Blocks

In the template, identify and delete any blocks that are not necessary for your customized data collection workflow. Simply click the delete icon to "Remove Block & Children."

Step 3: Adding Data Collection Blocks

Next, click the "+" button and choose "Collect data" to initiate the data collection process.

Step 4: Customize Data Collection

Click on the newly added data collection block and customize the content within the settings window on the right side of the page. You have the flexibility to edit all items. 

If you need to collect additional data, click the "+" button and select "collect data" to add more values as per your requirements. Once you've made the necessary adjustments, don't forget to click "Save" at the bottom right corner of the page.

Step 5: Activate the Workflow

Feel free to edit the workflow name at the top left blank field to suit your needs. To activate the workflow, make sure to click "Create Flow" at the top right corner of the page.

For a visual reference and more detailed instructions, you can refer to the video below. If you have any questions or need further assistance, please don't hesitate to reach out to us. We're here to help you make the most of this customization feature. Thank you for choosing Willdesk!