Filters is a way to segment users. This function allows you to get information about end users, with the purpose of either contacting them outside of the bot or asking for their permission to push content to them from the chatbot. You can use the broadcasting tool to push content from your bot by using Filters. Filters can be found in the left sidebar menu.
How to create a filter
To create a filter, you will have to name the filter. Make sure the name is easy to recognize, so you can easily find it again.
You should also set the criteria for the filter. To do so, you will have to choose a key. The keys in the filters to choose from are as follows:
- Bot ID: This key will always have to be chosen, as it decides, which bot the filter applies to.
- Created date: This key refers to the time, which the user first interacted with the bot. When a user first interacts with a bot, they will get an ID.
- Create date days ago: You can set a specific amount of days from a user’s creation. This can, for example, be seven days after a user has been created, where you can use this information to reach out to them.
- Message content: This is if you want to filter users based on their input from anywhere in the chat.
- Message’s module ID: This will filter users that have been through a certain module.
- Message in: This key is if you want to filter users based on their input in a specific module.
- Custom variable: This filter is based on custom variables.
In most of the keys above you will have to choose a comparison for them. You have the following comparisons to choose from:
- Equal symbol: this is if your key's value should be considered the same as what it is compared to
- Greater than symbol: if you want the key’s value to be greater than what it is compared to
- Less than symbol: if you want the key’s value to be less than what it is being compared to
- Greater than or equal to symbol: this means that what is being compared should either be greater than or equal to the key’s value
- Less than or equal to symbol: this means that what is being compared should either be less than or equal to the key’s value
- Regexp: This recognizes words like “Yes, please” and detects when “Yes”, “Please” or “Yes, please” has been used in sentences
Now, you are perhaps wondering what your keys should be compared to? These are often determined by the key, which you have chosen. So, if you want to filter based on a specific bot, then you will only be able to choose from between the bots attached to your account.
After creating one criterion, you can always add more criteria to your filter. This can be done by using the “and” and “or” buttons.
How to view a filter
In your overview of filters, you will be able to see the filter’s UUID, which is needed if you want to use a broadcasting tool for pushing content to your users. You will also see your company name, the name of the filter, a description of the filter and the date it was created. You can copy all of these if you hover your mouse over the specific cell. If you do not need all of this information, then you can easily remove them by pressing “Columns” and removing the checkmark.
It is also possible for you to edit the filter in here, where you can add more criteria or remove criteria from a filter. This has the exact same layout, as when you create a new filter.
You can view the filter, which means you can see the data gathered about your end users based on the filter’s criteria. The data contains both freely written input from end users, but also the suggested replies that they have chosen.
If you no longer want to use a specific filter, you can just press “Delete”.
You can export the data from the Certainly Platform in a CSV file.