Human handover from chatbot

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ochapple

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What I would like to know is how to handoff a WhatsApp chatbot, such as one created in Twilio or Dialogflow and handoff the chat to the 3cx WhatsApp integration that works well, using presumably a message with a webhook. There doesn’t seem to be any 3cx integration examples for this, has anyone successfully achieved it with 3cx and WhatsApp?
 
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Hi there, there are no options for chatbots with 3CX im afraid. We have templated replies for live chat but none for WhatsApp currently.

There are plans for auto-replies for a future release, but there is no time frame to offer.
 
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@Charles_3CX Thanks Charles, much appreciate your response.
For us being able to send an automated instant reply to tell people what our opening hours are in a Live Chat scenario, as an automated response is a must-have. The second requirement, which is really the icing on the cake for an end to end WhatsApp solution, is for us to have a WhatsApp Chatbot that can do a human handoff through 3CX's Whatsapp already great Live chat feature, and more specifically, handoff to a specific call queue or extension, relative to the user's chatbot flow. Therefore, ideally 3cx would be able to provide a Webhook URL that would allow the call queue, to be included as part of the callback URL, so if the Chatbot funnels users to support, the chatbot can handoff the bot chat to our 3CX WhatsApp Live Chat's support 'call queue', and if its a sales WhatsApp enquiry, the chatbot would trigger a handoff to our sales call queue. Dialogflow for instance, has a fallback intent, that basically says if a the bot can't understand a user's request, it will offer the user human handover. I think in this scenario within the chabot our process might be to triage the user via an alternate call queue say on a round robin, and the 3CX WhatsApp staff user would be able to transfer the WhatsApp chat to another 3CX staff user, in the appropriate department for the enquiry either via a call queue or extension. I should imagine this would work for many businesses as the headline scope. Best wishes. Oliver
 
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@ochapple
Thanks for your explanation.
Your consultation is a purpose that we are working on and we have in mind, since it would be ideal for our clients.
I think 3CX should take this idea and pass it on to their development team.
Do you have any current similar option?

Another option would be to transfer from Chatbot to a WhatsApp DID and this input to a 3CX trunk and this at the same time to a queue.

If there is any progress with the topic we would be grateful to hear.
 
I was just looking around for the 'auto-reply' feature.
We would very much like to +1 this idea. I've had several clients ask about it.
Everyone seems to want to send a message like 'thanks for your message. Our agents are online mo-fr between 9:00 and 17:00 and they will reply then'.
That makes sense of course, because unlike a chatbox on the website, you can't just 'turn off' WhatsApp in the evening or over the weekend.

And we really need to convince Meta that 24 hours is sometimes just too small of a window over the weekend. We're not all in a 24h economy just yet :)
 
The WhatsApp Business API has only recently been opened, so there is still a long way to go for both 3CX and WhatsApp. Let's hope that the issue progresses.
Telephone communications are becoming scarcer, we must further promote both video and chat communication.
3CX knows this and I hope it goes in that direction.
We sell 3CX as a global service and that's what makes the difference.
 
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Yes, you’re right about that. Communication is changing and it’s very nice 3CX is also evolving with WhatsApp, Live Chat, SMS. I really do hope Facebook Messenger can make a comeback soon as well though, it’s nice to offer all-in-one. Perhaps even Google messages could be integrated if that’s even possible.
Another program we use in this context is Missive. It’s not a competitor to 3CX at all, it’s an entirely different program, but it has some good concepts in place regarding maintaining overview of which agent is handling which chat/sms/WA/e-mail etc.

But on topic:
I just built a very simple WA-bot on Twilio and it works sort-of, but it can indeed never transfer to a human agent. I also don’t see the option for that in Twilio.

So indeed, it would be really great if there would be an option for SMS/WA but also even perhaps the live chat, to have a simple digital receptionist. It could even be the existing receptionist you have configured- you already upload a WAV-file, besides those fields would only need to be a text field where you could enter the text that is sent back on WA.
If WA honors the business hours, which it already does, we can have chats come in on receptionist 1 during business hours (‘for support, answer 1, for sales, answer 2’).

After business hours, a different receptionist can be assigned which informs the client of the opening hours of WA and can take a message or something.

Something along these lines would be great, in that it doesn’t matter if a ‘call’ is voice or text-based, it can go through exactly the same 3CX flows… but it’s very easily said of course and a lot harder to make and it also depends which direction 3CX is going to focus on for version18.5/19.

But it’s nice to see all the additions and improvements!
 
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Yes, you’re right about that. Communication is changing and it’s very nice 3CX is also evolving with WhatsApp, Live Chat, SMS. I really do hope Facebook Messenger can make a comeback soon as well though, it’s nice to offer all-in-one. Perhaps even Google messages could be integrated if that’s even possible.
Another program we use in this context is Missive. It’s not a competitor to 3CX at all, it’s an entirely different program, but it has some good concepts in place regarding maintaining overview of which agent is handling which chat/sms/WA/e-mail etc.

But on topic:
I just built a very simple WA-bot on Twilio and it works sort-of, but it can indeed never transfer to a human agent. I also don’t see the option for that in Twilio.

So indeed, it would be really great if there would be an option for SMS/WA but also even perhaps the live chat, to have a simple digital receptionist. It could even be the existing receptionist you have configured- you already upload a WAV-file, besides those fields would only need to be a text field where you could enter the text that is sent back on WA.
If WA honors the business hours, which it already does, we can have chats come in on receptionist 1 during business hours (‘for support, answer 1, for sales, answer 2’).

After business hours, a different receptionist can be assigned which informs the client of the opening hours of WA and can take a message or something.

Something along these lines would be great, in that it doesn’t matter if a ‘call’ is voice or text-based, it can go through exactly the same 3CX flows… but it’s very easily said of course and a lot harder to make and it also depends which direction 3CX is going to focus on for version18.5/19.

But it’s nice to see all the additions and improvements!
From your answer it seems Facebook messenger is no longer available for 3CX. I have tried to do this integration using instructions downloaded from 3CX but haven't been successful. Kindly advise
 
Yes, you’re right about that. Communication is changing and it’s very nice 3CX is also evolving with WhatsApp, Live Chat, SMS. I really do hope Facebook Messenger can make a comeback soon as well though, it’s nice to offer all-in-one. Perhaps even Google messages could be integrated if that’s even possible.
Another program we use in this context is Missive. It’s not a competitor to 3CX at all, it’s an entirely different program, but it has some good concepts in place regarding maintaining overview of which agent is handling which chat/sms/WA/e-mail etc.

But on topic:
I just built a very simple WA-bot on Twilio and it works sort-of, but it can indeed never transfer to a human agent. I also don’t see the option for that in Twilio.

So indeed, it would be really great if there would be an option for SMS/WA but also even perhaps the live chat, to have a simple digital receptionist. It could even be the existing receptionist you have configured- you already upload a WAV-file, besides those fields would only need to be a text field where you could enter the text that is sent back on WA.
If WA honors the business hours, which it already does, we can have chats come in on receptionist 1 during business hours (‘for support, answer 1, for sales, answer 2’).

After business hours, a different receptionist can be assigned which informs the client of the opening hours of WA and can take a message or something.

Something along these lines would be great, in that it doesn’t matter if a ‘call’ is voice or text-based, it can go through exactly the same 3CX flows… but it’s very easily said of course and a lot harder to make and it also depends which direction 3CX is going to focus on for version18.5/19.

But it’s nice to see all the additions and improvements!
I haven't tried this as i too have built a chatbot, and ended up after using the Twilio one to using Landbot as its so much easier. It occurred to me just now, but what if, having got the WhatsApp working in 3CX, which we have and i expect you have, what about posting a message to your own WhatsApp from within the bot, to effecively take over the coversation?

So if I did this in landbot I could use where they are in the bot chat, and have captured the necessary variables like who they are , and then send that as a whatsapp message to the queue to reply to their whatsapp number - this wouldn't be seamless of course, and definietly not a long term solution, but until 3CX have enabled a webhook and auto replies for WA, it might be one way to go where your chatbot otherwise cannot handle the visitor?

I realise the limitations of this, but if you have a team who can answer WhatsApps, and you could build into the bot to only do this during working hours, it would provide some form of handover, but not a handoff.

You could even use an SMS notification, WA or someother notification for one of the staff to initiate the WA handover, which they could conveivably even do from their personal phones or from 3CX but that might at least achieve a solution to the problem which is how to get a a human involved where the chatbot fails to go any further.

Oliver
 
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Who can do for me Facebook and Instagram integration. Please send a proposal to [email protected]
 
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