Discussions
Stop BOTS from one stage to antoher in Funnel
6 months ago by G
We have bots that trigger when a lead moves from one stage to another. However, we need a way to stop bots from previous stages. Here's an example:
Imagine a hotel with 3 units (A, B, C), where leads are processed based on quotes, not direct bookings:
- A lead requests a quote (incoming lead).
- We send the availability calendar and move the lead to the "CONTACTED" stage. Two bots are triggered:
- Bot1 follows up in 6 hours with "Hey, just wondering what date works for you?"
- Bot2 follows up 24 hours later with "Do you have a date in mind?" and remains active for 10 more hours until it closes the lead as "LOST."
- The lead provides a date before being closed, and we move them to "QUOTE SENT" stage, where 3 new bots are activated. However, bot2 from the previous stage is still active and sends irrelevant follow-ups, like asking for a date when they’ve already provided it.
We need a solution to stop previous bots as the lead moves through the stages.