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 protocol generation 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 single variable. In the example below, we use the variable ${protocol}.

You can see in the image above that the protocol will be defined by the concatenation of 3 different pieces of information: the user's contact ID, the current day, and month. "${platformContactId}${currentHourMinutes}${currentYear}"

Note: The variables used to generate the protocol are up to individual discretion.

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

By defining the variable in a message, a protocol containing the concatenation of the 3 pieces of information we used will be sent to the user:

Voila! Your bot will now automatically send a protocol to your clients and users, making it possible to search for conversations using each protocol with the "Search Messages" filter.

Written by: Botmaker Team

Updated: 07/04/2024