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How to

Building insurance bots with Meya

We showcase how to get started building your first insurance bot with Meya

Need help?

For a free conversation design consultation, you can talk to a bot design expert by requesting a demo! In the meantime, you can also request a free trial to familiarize yourself with the tools.

Introduction

Throughout the below videos, we will be showing how to build your first Meya insurance bot. We will cover:

  • Updating your first flow with the Visual Flow Editor;
  • Learning about the button trigger type;
  • And connecting your bot to your CRM for tracking and analysis.

To follow along you can request a free trial of Meya today.

Making your first edit using the Visual Flow Editor

For bot builders who prefer to use a visual editor for creating their flows, we will show how you can make quick and easy changes to your bot in seconds.

Learning how to use button triggers

Meya's platform supports a variety of trigger types. One of the most popular versions of this is button triggers, which create a natural springboard to get your users interacting with the bot to complete the request.

Creating a Case in Salesforce

In this video, we are going to show a flow that connects directly into Salesforce. We will briefly discuss some of the Case fields at your disposal and how you can intelligently use the Case create component to provide more context to your team.

Need help?

For a free conversation design consultation, you can talk to a bot design expert by requesting a demo! In the meantime, you can also request a free trial to familiarize yourself with the tools.

Use-case

Insurance

Resources

Insurance bot template [Github]

At a glance

Rich user interfaces

Live Chat

i18n

Multi-lingual support

Integrations
Salesforce CRM logoMeya Orb logoTwilio Flex logo

Want a demo first? Talk to sales

Are you a developer? Read the docs

Let’s get started

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