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Bot Introduction
What are Bots? Bot is short for a web robot. Bots handle conversations for you – typically those that are simple and repetitive. Use bots to build automated workflows to save you time,…
- Shout SupportShout
- Shout_Support
- updated 10 mths ago
- 817
- Bots

How to Create and Use Conversation Bots
Contents What are Conversation Bots? How to Create a Conversation Bot Step 1: Create a New Bot Step 2: Name Your Bot Step 3: Select Services Step 4: Create Trigger Words Step 5:…
- Shout SupportShout
- Shout_Support
- updated 1 mth ago
- 813
- Bots

How to Create and Use Chain Bots
What are Chain Bots Chain bots allow you to send information to your Shout-to-Shout (S2S) contacts. They don't collect responses. Instead, each message will either have a short time delay or include…
- Shout SupportShout
- Shout_Support
- updated 6 mths ago
- 291
- Bots

How to Track Bots & Drip Campaigns (Mobile)
Contents Overview Bot & Drip Details & Tracking How to View Your Bots Activate or Pause a Bot Alternate Method of Pausing a Bot Stop a Bot In Progress Overview Bots automatically handle…
- Shout SupportShout
- Shout_Support
- updated 6 mths ago
- 126
- Bots

How to Edit a Bot
1. Click on Automations. 2. Click on Bots under the automations drop down menu. 3. Click on the . . . next to the name of the bot you would like to edit. 4. From the drop down menu, click on Edit. 5.…
- Shout SupportShout
- Shout_Support
- updated 9 mths ago
- 83
- Bots

What Happens if People Use the Wrong Trigger Word?
Without the correct trigger word your bot won’t know it's time to take over the conversation. When this happens: Go to your inbox Open up the conversation Click the bot icon in your message composer…
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 85
- Bots

How to Create and Use Topics
Overview Topics organize your inbox, enabling you to see, at-a-glance, what a conversation is about. Create Topics Topics can only be created with bot actions.…
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 50
- Bots

How to Collect Birthdays
Overview Use Bots to collect your contact's birthdays automatically, or manually upload them using a CSV template. Use a Bot to Collect Birthdays Click on Automations in the left navigation to show a…
- Shout SupportShout
- Shout_Support
- updated 10 mths ago
- 137
- Bots

How to Run Bots & Drip Campaigns (Mobile)
Run a Bot on an Individual 1. Tap the people icon in the bottom navigation 2. Tap on Contacts 3. Tap on the . . . next to the name of the contact you want to send the bot to 4.…
- Shout SupportShout
- Shout_Support
- updated 8 mths ago
- 65
- Bots

How to Send a Bot to a List (Mobile)
Tap on the icon of a person in a circle Tap on Lists Tap on the . . . next to the list you would like to send a bot to Tap on Run Bot You will be directed to the web browser of your mobile device to…
- Shout SupportShout
- Shout_Support
- updated 9 mths ago
- 35
- Bots

How to Send a Bot to an Individual Contact (Mobile)
Tap on the Envelope Tap on the + Tap on New Message Select a Contact to send the message to Tap on the + Tap on Run Bot To send a drip campaign, instead of a bot, tap on Run Drip.…
- Shout SupportShout
- Shout_Support
- 10 mths ago
- 19
- Bots

How to Edit a Bot or Drip from the Web Browser of Your Phone
Overview Here's a helpful article on how to update a bot or a drip campaign from your phone. Please note that bots and drip campaigns cannot be edited in the mobile app.…
- Shout SupportShout
- Shout_Support
- updated 6 mths ago
- 37
- Bots

How to Start a Bot or Drip for a List
Start a Drip Campaign on a List from the Lists Menu: 1. Click on People in the left navigation to show a drop down menu 2. Click on Lists 3. Select the + next to the List you want to send a drip…
- updated 8 mths ago
- 110
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