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Part 6: User Attributes - How to enrich user data

With the purpose of delivering suitable solutions to users through tailored conversations, the bot needs to collect significant information. User Attributes are here for that purpose - enriching the user data. In this video, you will learn about how to create a user attribute, update it, and utilize it during conversations with your customers.

User attributes are personalized labels that get assigned to each user. For example, the attribute named "birthday" will get different values depending on each user, 13th June or 17th July or 1st January, etc.

There are two types of attributes in Convoboss, which are existing attributes (including First Name, Last Name, Gender and, Language) and custom attributes (birthday, height, weight, favorite color, and alike). Custom attributes are user-defined attributes in a bot, you can update them manually or automatically.

Part 1: Manage User Attributes

If you want to create more custom attributes, open Manage/Audience, and choose "Manage User Attributes". Here you will fill in the name and select the type of data that the attribute will be saved correspondingly. The Convoboss system currently provides 4 types of data to store the value of attributes including Text, Number, Date, and Yes/No fields. You can create many attributes at the same time. After filling all the fields, don't forget to click the Save button to save changes.

Part 2: Update User Attributes

Part 2.1: Manually

After creating attributes, continue to update them for users. You can do it one by one manually or let the bot do the job automatically. With the first option, click on any user in the Audience to update the attributes. By default, there is no available information in those user attributes. Click on the text "No Value" to update them. Please notice the data type of attributes, especially the type "date" which has to be in the format "YYYY-MM-DD".

Part 2.2: Automatically

You can use the "Update User Attribute" action to update attributes during the conversation between bot and users. Depending on the conversation, you can assign a value to the attribute. For example, the bot asks the user what is his/her web browser. After receiving the answer, bot assigns a corresponding pre-defined value to the attribute "browser". The setting up can be like this.

Part 3: Utilize User Attributes

One of the main benefits of user attributes is to filter the audience. With the previous example about browser, if you want to see the list of users who use Safari, create a condition like this: Web Browser - is - safari You can add more than one User Attribute in the same filter to run a query on your audience. Similarly, this audience filter can be used in Broadcasts. Depending on the data type of an attribute, you will be provided the suitable filter conditions.

Part 4: Export User Attributes

Information of the users can be downloaded with the Audience Export button. After selecting this button, the information of your audience will be sent via email as a CVS zipped file. User Attributes are included in the exported file as well.

You can also export user information through integration with CRM apps. This integration will be implemented via Zapier or Integromat with the User Attribute Updated event. After you successfully set up the integration, this event will be triggered whenever a user attribute gets updated or a conversation goes through Update User Attributes action in the Flow Editor.
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Chatbot Help Portal | 2021