The Natterbox Keywords area allows you to manage which phrases, words, or strings can be configured and what action they will perform. A good example of this is that you may have the word “UNSUBSCRIBE” which acts as an Opt Out of messaging. This means that if this message is received then the Natterbox Messaging service will update the Consent status in Salesforce for that conversation to Opt Out. The agent will be notified of this in the conversation and will not be able to send anymore messages in this conversation.
Consent is following the same rules and behaviour as per this article here.
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Keyword Actions
When a keyword event happens in the conversation, you will see the following line delineations appear in the conversation history after the keyword message that triggered it.
Explicit Opt In
The customer has Opted In (Explicit Consent) for communication by saying the Opt In Keyword that is configured.
Explicit Opt Out
The customer has Opted Out for communication by saying the Opt In Keyword that is configured.
Managing your Keywords
Creating a new Keyword
To create a new Keyword, do the following:
Navigate to the Keywords Tab in Salesforce
Select the New button in the top right corner
Enter in the details of your Keyword
Keyword Text - This is the value of the Keyword that will be filtered for to initiate the keyword trigger
Action - This will be the consent action, values are Opt In or Opt Out
Description - This is an optional field for you to describe the Keyword
Click Save
Updating an existing Keyword
Navigate to the Keywords Tab in Salesforce
Select the dropdown arrow button to the right of the Keyword you wish to edit and press Edit
Edit the details of your Keyword
Keyword Text - This is the value of the Keyword that will be filtered for to initiate the keyword trigger
Action - This will be the consent action, values are Opt In or Opt Out
Description - This is an optional field for you to describe the Keyword
Click Save
Deleting an existing Keyword
Navigate to the Keywords Tab in Salesforce
Select the dropdown arrow button to the right of the Keyword you wish to edit and press Delete
You will be prompted if you are sure you wish to delete this Keyword, press Ok to delete the Keyword