romain62romain62
romain62

Verified purchaser

Feb 14, 2024

Q: Hi How can i make instruction update custom customer's attribute ?

I only find how to update mail, email, phone, but if i want collect Order number for answer about it how can i do ?

Founder Team
Suumit_Rollout

Suumit_Rollout

May 14, 2024

A: @romain62 Currently, Bot9 allows updating predefined customer attributes such as name, email, and phone number. If you want to collect and store additional information like an Order Number, you would need to use Custom Actions.

Custom Actions can be used to store and retrieve additional customer information by integrating with an external database or system. This would require some programming knowledge to set up.

For more details on how to set up Custom Actions, you can refer to our documentation here: https://help.helpcenter.bot/article/bot9-platform-overview-everything-you-need-to-know

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Hi
I already look à it and i don't understand how to do that
I find nowhere in custom action a way to updated custom attribute

For exemple, my client want information about order, i need to go look in my sheet order statut but i need to know order number. But if bot ask order number it doesn't savez it so i can't send it with custom action

@romain62 As I said before, updating the customer attributes via pre-defined Actions isn't possible currently but that's on our roadmap.

Give it a week more max, and that feature will be live.

Track: https://trello.com/c/Fe6AlmNm

I wouldn't recommend doing any sort of experiments with instructions/actions if you don't have the knowledge of coding, maybe you should hire someone who understands it.

Also, here's the detailed tutorial link along with the example of how to use instructions and actions to do magical things: https://help.helpcenter.bot/article/create-your-first-custom-action-sending-emails-with-your-own-smtp-on-bot9

Hi !
I don't have coding issue, i don't understand how i can send a data than i can't save
If i ask customer his number order, he will answer, but that string of text i can't save, how can i sent it ?

Because with custom action and post request, i have to map data, so how can i map data bot doesn't save ?

@romain62 In Bot9, you can save the user's response as a variable during the conversation flow. When the user provides their order number, you can save this information in a variable.

This variable can then be used in your custom action to send the data. For example, if you save the order number in a variable named {{order_number}}, you can use this variable in your custom action to send the order number.

You can learn more about using variables in our help article Create Your First Custom Action: Sending Emails with Your Own SMTP on Bot9 here: https://help.helpcenter.bot/article/create-your-first-custom-action-sending-emails-with-your-own-smtp-on-bot9