5. Define End Task

The End Task is a critical function in Bookli that allows you to determine the end point of an automated conversation, signaling the achievement of a specific objective. These objectives can vary, from a scheduled appointment to a specific response.

• Accessing Task Settings: First, access the task section where you can manage events and conditions for ending conversations.

• Familiarizing with End Task Options: Review the different conditions that can define an End Task, such as "Appointment Booked", "Timeout", "Specific Word/Phrase", "Negative Sentiment", and others that will be implemented.

STEP 2: Setting Up End Task Conditions Set up one or more conditions based on the conversation objectives you wish to achieve. You can combine different rules for greater flexibility.

• Configuring Single Events:

  • Appointment Booked: Set the end task to trigger when an appointment is scheduled.

  • Timeout: Define a time interval (e.g., 2 days) after which, if there are no responses from the lead, the end task event is activated.

  • Specific Word/Phrase: Set up the end task to activate when the lead uses a specific word or phrase.

  • Negative Sentiment: Establish that the end task triggers in case of negative sentiment detected in the conversation.

• Combining Rules:

  • You can set combinations of these conditions using operators like "or". For example, "Appointment Booked / or / Timeout 2 days" means that the end task will activate if an appointment is made or if there are no responses for two days.

STEP 3: Practical Use of End Task Configurations Once the end task conditions are configured, it is useful to understand how these can be integrated into business processes.

• CRM Update: Whenever an end task condition occurs, the lead's status in the CRM will be automatically updated. This allows you to visually track which lead has completed the task.

• Post-End Task Automations:

  • Notifications: Set up automatic notifications, such as a Slack message to the sales team, when an end task is activated.

  • Email Automations: Set up an email sequence to be sent automatically if the lead does not respond within the specified timeout period.

• Practical Usage Example: Suppose you have set the end task as "Appointment Booked / or / Timeout 2 days". If there are no responses from the lead for two days, the end task event will automatically activate. You could configure an automation that sends a notification message to the sales team or places the lead in a follow-up email sequence.