How to edit my chatbot responses
Close CRM does not have a native chatbot builder. If you use a third-party chatbot like Tidio integrated with Close, editing responses requires accessing the external platform, locating the corresponding flow, and modifying the node. The process takes 15 to 20 minutes. In Teeo, you tell the assistant which response to change and it updates across all channels immediately.
How to do it in Teeo
“Edit my chatbot responses: when someone asks about pricing, respond with [new response]”
The chatbot responses are updated immediately across all channels where it's active.
How to edit my chatbot responses in Close: step by step
Requirements
- ·Close CRM has no native chatbot. This tutorial assumes integration with Tidio as the chatbot tool.
- ·Changes to the chatbot require access to the external platform (Tidio, Intercom, etc.), not Close.
- ·After editing, it is recommended to test the chatbot in preview mode before publishing changes.
Log in to Tidio (or your chatbot tool)
Go to tidio.com/panel or the chatbot platform you use. Enter your credentials.
Access the Chatbots module
In the left sidebar of Tidio, click 'Chatbots'. You will see the list of configured bots.
Open the chatbot you want to edit
Click on the chatbot that contains the pricing response. The visual flow editor will open.
Locate the 'Pricing' node
In the flow editor, find the node or block that handles pricing questions. It may be labeled 'Pricing', 'Precios', or similar.
Click the node to edit it
Click on the pricing node. An editing panel will open on the right side with the current content of the response.
Edit the response text
In the node's text field, select all current content and type the new response. Be clear and concise; chatbot responses should not exceed 3-4 sentences.
Update alternative responses if any
If the node has multiple response variants (A/B testing or random responses), update those versions too to maintain consistency.
Save the changes to the node
Click 'Save' or 'Apply' within the node panel to save the changes to that specific block.
Test the flow in preview mode
Use the 'Preview' or 'Test' button in the editor to simulate the conversation and verify the new response appears correctly when a visitor asks about pricing.
Publish the changes
Click 'Publish' or 'Save & Publish' to make the changes effective in the active chatbot. The changes will be reflected on the website immediately.
Frequently asked questions
Can chatbot responses be edited directly from Close CRM?
No. Close CRM has no native chatbot, so chatbot responses are edited from the external platform where it is configured (Tidio, Intercom, Drift, etc.). This means logging into another tool, navigating the flow editor, and publishing changes separately.
Are chatbot changes reflected immediately on the website?
It depends on the tool. In Tidio, published changes are reflected on the website almost immediately. In Intercom it may take a few minutes. In any case, it is recommended to test in preview mode before publishing to verify flows work correctly.
What is the fastest way to update sales chatbot responses?
The fastest way is with Teeo CRM. You write: 'Edit my chatbot responses: when someone asks about pricing, respond with [new response]' and the responses update immediately across all channels where the chatbot is active.