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How to set profile attributes when a user is anonymous

Are you customers using your chatbot but you have no idea who that customer is? Well, there are different ways to get to know your customer and make the customer experience more personal.

When a customer visits your page that the user is Anonymous in most cases. An expectation might be the user is logged in into their personal account. If that’s the case you can already pass that information into your chatbot by setting a custom originator. When there’s no login option still there’s a way to personalize the experience.

Set profile

In the example below, we show you how to ask the user for information and add that to his or her profile. Instead of being Anonymous, you will now have a name added to the profile that you can use within your chatbot design or whenever there’s a handoff to a human colleague.

1. Ask for user input

Within your flow the first step is to ask the user for input. In this case we want to know the name of the user so we ask something like “What is your name?”.

2. Modify profile attributes

To use the input of the user we can use the Any Text trigger to store that input into a parameter (or variable). When that value is available within a parameter we can use it later on in our conversation and we can use it to change the profile attributes. To change those attributes the only thing we need to do is to change the name of the parameter to any of these:

Set profile user name

In our example, we set the attribute to the user input.

3. Follow up with a personalized experience

You can now follow up with a bot reply that uses that information or you can hand the conversation off to an agent that will immediately see the name of the user.

Personalize the experience
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