Question
I want to add custom fields to the Transfer to agent step using of the bot builder. Why aren't all my custom fields appearing as options?
Answer
You can only add text or drop-down custom fields to the bot builder.
If the values of your fields are predefined, you can recreate the field using the Present options step of the bot builder. This step allows the bot to display up to ten values.
Alternatively, recreate the custom fields in the text or dropdown field type to add to your bot flow step.
5 Comments
So I can't capture a phone number or any other filed that is a number? That is super-unhelpful. A few of the most important questions I have for users are numbers, in addition to phone number I need to know some other fields that ore numbers. Are you adding that simple capability?
The bot builder only supports text and drop-down fields. Numeric fields and regex fields aren't supported. See below for alternative options to this.
As a workaround, if the numeric values can be predefined, use the Present options step of the bot builder or use a custom drop-down field combined with the Ask for details step of the bot builder.
For more information, see the article: About bot builder.
Hi Andres,
Thanks for the feedback. Discovery for adding new fields to this step is starting in Q4, starting with regex, number and date.
No exact ETA when it will be delivered yet, but it would be expected in H1 next year.
Thanks,
Gin
Could you clarify somewhere in bot builder that you can only add text or drop-down custom fields? I feel frustrated as a customer that I had to search for this contingency in a small article. I feel this question could be deflected by including in an asterisk explaining this small sentence in bot builder. Instead I have to search for this weird rule you have set in place. This just wasted me about 230 minutes of my day searching how to do it on my own when it could very easily be explained below the Fields section in bot builder.
Thank you for the feedback. The information about the allowed field types can be seen in the Ask for details step of the Bot builder.
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