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Updated 4 months ago

Conditional Logic For Lead Generation

Hi, I am trying to create a conditional logic that if user has already filled the information than it will get a confirmation message with the previously filled details with buttons "Yes" & "No". If the user selects Yes than it will end with a Thank You message and If "No" then it will start the bot again. Will this work for WhatsApp as well as for Website based bot?

Is that flow developed here is correct?
Incase of website, how will the bot understand if it is the same user who connected earlier?
How WhatsApp bot will understand the same? For WhatsApp I think the same number can be one of the factor to determine it but how can I fetch that number at the back-end to help the bot understand it?
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12 comments
So many things to think about here-

In your settings for the bot do you have the Genera>Remember User turned on and set to "local"? That is the only way they MIGHT be able to return to the same session. But in that case they would return in-flow and your conditional statement won't matter.

If you are having them reopen and check it will fail every time (your condition will return false because none of those variables will be set on a re-open). It would also fail if the data were somehow saved or passed in the query parameter IF any of the data were not filled in yet or skipped because it appears your conditional is based on AND, not OR.

I am not sure how long things get saved but you You may want to just save the info in a database then query the database on a unique field like email and fill the data that way.

Try out the google sheets or nocoDB blocks and get familiar with them. Also learn how conditional logic works so you can use it to check things.
Also why 2 different buttons block for Yes and No?
One block with 2 buttons should be better
Otherwise, yes it looks good to me!
Hi @greenrhyno @Baptiste Thanks for the responses. I tried the method in the screenshot but it didn't work.
Can you clearly describe it by following this template:

  1. Steps to reproduce
  2. What's happening
  3. What were you expecting
Hi @Baptiste

Thanks for following up. Let me clarify what I'm trying to achieve:

  1. Steps to reproduce:
  1. A user fills out a form using the chatbot for the first time, providing details like Name, Email, Phone Number, etc.
  2. If the same user triggers the chatbot again later (either on the website or via WhatsApp), I want the bot to recognize that the user has already filled out the form.
  3. The bot should then fetch the previously collected details and present them to the user for confirmation.
  4. If the user confirms that the details are correct ("Yes"), the bot should display a Thank You message, ending the conversation without repeating the same form questions.
  5. If the user indicates that the details are incorrect ("No"), the bot should start the loop again, allowing the user to re-enter their information.
  1. What's happening:
When I tried implementing this using the method in the screenshot, the bot either doesn’t recognize that it’s the same user who previously filled the form, or there’s something wrong with the conditional logic. I’m not even sure if this type of flow is supported here. The bot keeps starting the complete loop again and again, even on WhatsApp, where I thought it might have a way to identify the user.

  1. What I was expecting:
I was expecting the bot to check if the user had already filled out the form and then confirm the details with the user upon re-engagement. Upon confirmation, it should display a Thank You message and end the session without looping through the form again. If the details were incorrect, the bot would restart the form flow.
You need to enable Remember user setting for this
Ohk. So after that will it work perfectly fine with this flow? And will it also work on WhatsApp as well?
I've learned you have to set it up how you think it will work then test things in every way possible. Only way to know if it will work the way you want/need.
Just try it out and let us know, it's not magic
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