Adding Actions to an Autonomous Node in Botpress

Actions in autonomous nodes allow bots to perform specific tasks, such as creating leads in Salesforce. This lesson demonstrates how to install integrations, configure the "Create Lead" action, and collect user data to automate lead management.

Installing the Salesforce Integration

1. Access the Botpress Hub
   • Open your bot in Botpress and navigate to Integrations.
   • Search for "Salesforce" in the Botpress Hub and install the integration.
2. Authorize the Integration
   • Enable the integration and follow the instructions to authorize Botpress with your Salesforce account.
   • Once connected, the integration will appear in your Studio.

Adding the "Create Lead" Action

1. Insert the Action
   • In the autonomous node, add a card and select "Create Lead" from the Salesforce actions list.
   • Configure the parameters for the action, such as first name, last name, email, company, phone, and title.
2. Autonomous vs. Manual Inputs
   • Use the Autonomous setting for most inputs to allow the node to gather data dynamically from the conversation.
   • Use Manual inputs for fixed values or specific constraints, such as empty custom fields.

Configuring Instructions for the Bot

1. Define the Sales Process
   • Update the bot’s instructions to guide the "Create Lead" action. For example:
     • If the user expresses interest in purchasing, politely request their contact information.
     • Use the "Create Lead" action in Salesforce to generate a lead.
     • Ensure all necessary input data is collected and create a brief summary of the conversation.
2. Example Interaction
   • User: "I want to buy a tractor."
   • Bot: Asks clarifying questions to determine the user’s needs, such as task type, farm size, or budget.
   • Once the user specifies a product (e.g., "Agre Force 100"), the bot gathers contact details and processes the lead.

Verifying the Lead in Salesforce

1. Submit User Data
   • The bot collects inputs, such as name, email, phone, and additional notes, from the user.
   • Example:
     • Name: Patrick Mirski
     • Email: [email protected]
     • Notes: "I love automation tractors."
2. Check in Salesforce
   • The lead is created in Salesforce with the provided data.
   • Verify the entry by searching for the lead in your Salesforce account.

Extending Actions

• Additional actions can be added similarly by selecting them from the integration list and configuring their parameters.
• For specialized cases, manual input can be used to enforce specific values or behaviors.