Estimated reading time: 5 minutes

When it comes to customer service, having a protocol number can be essential for efficiency and better management of customer information. In this article, you will learn a simple way to set up the automatic generation of a protocol for each conversation generated in your bot.

Setting up the protocol

The protocol will be defined by combining information from 2 or more variables using the "define variable" action, which will display all the information in a specific variable. In the example below, we use the variable ${protocol}:

As seen in the image above, the protocol is defined by the combination of 3 distinct pieces of information: the user's contact ID, the current day, and month.

Note: The variables used to generate the protocol are at your discretion.

After defining this action in the flow, it's important to use the variable "protocol" or any other variable designated for this purpose somewhere in the flow:

By defining the variable in a message, the user will receive a protocol containing the combination of the 3 pieces of information we used:

There you go! Your bot will now automatically generate a protocol for your customers and users, allowing you to search for conversations using each protocol with the "Search Messages" filter.

Written By: Botmaker Team

Updated: 07/08/2024