You may have customers who are revisiting your company, engaging with your CloseBot to get service again. If this is the case, or any other case where you need to have your bot redo objectives, follow this article to learn how to reset your bot objectives.

You can decide how you want to trigger this workflow yourself, so we will not include a trigger for this example, but we will show you what needs to go inside of the workflow to be able to trigger the objective reset. See the full workflow below.

The reset webhook is what sends a command to CloseBot to clear its memory of completing objectives for the current contact. CloseBot keeps an internal memory of objectives completed, so this step must be done to force it to "forget" about the completed objectives.

If you would like to hide the CloseBot URL, you may instead use the obscured URL here as we showed in the initial setup article HERE:

The Goals Accomplished field is one of the fields that CloseBot automatically adds to your account upon connection. It is used to track.objectives that your bot is completing (updated automatically from CloseBot) and can even be used by you to skip objectives as explained HERE. To make sure CloseBot doesn't skip these objectives even after having its objectives reset, make sure to reset this custom field.

If you have the feature turned on Always Aware AI, your bot will not forget the conversation. It will only forget the objectives it has completed and attempt to redo them. In some cases it may even complete these objectives again from answers previously given.

Next you'll have to decide when you want this Reset Objectives workflow to be triggered. Do you always want to reset the contact objectives after a booked appointment? Maybe after a tag is added? The sky is the limit and that's up to you!