Bot9 Instructions and Customer Attributes Templates and Examples

To create Bot9 Instructions and Customer Attributes Templates and Examples features read this article and enjoy.
These amazing feature enables you to set particular limitations or requirements that carry significant benefits, consequences or actions.

These instructions become an automated way of administrating your chatbot and managing users’ communications and data so that you have explicit rules about different segments of communication.

Add New Istructions bot9

Guide to creating instructions

  1. Navigate to the ‘Instructions’ menu option on your Bot9 dashboard.
  2. Click on ‘Create A New Instruction’. Now you are in the instructions builder interface.
  3. Name your instruction. Ensure that the name is relevant and descriptive for better management later.
  4. Next, write the precise description of the instruction, or use one of the examples from below.
  5. Set the ‘Attribute(s)’: These are the steps that the bot will perform when AI gets triggered and the conditions are satisfied. This can range from sending a specific message, updating user information, or changing conversation status. 
  6. Once you have finished configuring your action, click on ‘Save’. The action will then be active in all pertinent chatbot interactions.

Examples of Attributes

Name: Update conversational status

    • Description: If the user input contains the word “cancel”, reply “Please wait while I transfer this chat to the relevant person”.
    • Action: Assign chat to @human: Whenever this rule gets triggered, the conversation status will get changed from bot to “Human” instantly.


Name: Ask for email

    • Description: You must ask for an email ID before assisting with any queries. If someone refuses to provide an email ID, reiterate and explain why it’s important to share an email.
    • Action: @Updateemail. The bot will ask for the email ID before providing assistance. Once a user shares their email ID in the chat, their customer details will be updated.

Please remember that the number of rules you can create depends on your subscription plan.

Customers Attributes bot9

Here are a few more useful instructions:

  • Account Troubleshooting: If a question contains the phrases “login issue” or “can’t sign in,” direct the user to an article about resolving login issues.

  • Feature Requests: If a user asks, “Can your platform do X?”,ask them to send a detailed email about the feature request on [email protected]

  • Platform Integration Queries: When a question involves “integration” or mentions specific software like Slack, Zapier, etc., direct them to the respective integration guide.

  • Compliance and Security: If someone asks about “GDPR” or “data security,” guide them to the official documentation covering your platform’s compliance measures.

  • Trial and Demo: If the word “trial” or “demo” is mentioned, offer to set them up with a free trial or a demo session.

  • Upsell Opportunities: If a user asks about features not available in their current plan, provide information about upgrading and link to the pricing page.

  • Sentiment Analysis: If negative sentiment is detected (e.g., “unhappy,” “frustrated,” “cancel”), aplologize the user and share a coupon code TEST100 which will give them 10% discount.

DOS AND DON'TS of the instructions:

Be Specific: Make sure the rules are not too broad to avoid false positives.

Avoid Ambiguity: Don’t set rules that are too similar or could confuse the bot.

Keep it Simple: Don’t make overly complicated rules that are hard to troubleshoot.

Review and Update: Periodically review the performance of your rules and make necessary adjustments.

❌ Don’ts
Test Extensively: Always test new rules to ensure they work as expected.

Don’t Overcomplicate Conditions: Keep conditions straightforward to ensure they are easy to debug.

Don’t Neglect Fallbacks: Always have a ‘default action’ for unrecognized queries.

Don’t Set and Forget: Rules might need to be adjusted over time, based on user behavior or business needs.


How many instructions can I generate?

The quantity of instructions available for creation is hinged on the subscription package you choose to purchase. The Starter package permits you to produce a maximum of 5 custom instructions. The Pro package extends the limit to 10 custom instructions. In contrast, both the Unlimited and the Enterprises packages come equipped with the ability to fabricate an infinite number of instructions.

Why is the instructions I developed not functioning?

Make sure the parameters you’ve set for the rule are precise and not overly exclusive. The particularity of these parameters, in conjunction with the OpenAI model you are utilizing, wields a tremendous impact over the rule’s efficacy.

The default model for your chatbot is OpenAI 3.5, but you have the option to use other OpenAI models, like GPT4, to receive more improved responses if you include your OpenAI key here.

Is it possible to make changes to an instruction once it has been created?

Certainly! The directions provided in Bot9 are not inflexible and can be adjusted in response to changing circumstances.