Agency owners usually build their services around a particular niche or a handful of niches. If you find yourself duplicating the same bot over and over to do the same things for different accounts, think about using the same bot for unlimited sub-accounts instead.

CloseBot keeps track of all sub-accounts you've connected to in the past. When connecting to a bot under Modify Bot ➡️ Integrate you can either search for existing sub-accounts or add a new connection. If you want to learn more about adding a new connection and the workflow required to get CloseBot working in an account, check out this helpful article.

This is all it takes to connect multiple sub-accounts to the same bot! Now let's take a look at ways you can take advantage of CloseBot's other features to make this bot dynamic.

We allow you to use your custom values, custom fields, and other variables listed in this article here anywhere in your bot settings! Let's take a look at how you might make a bot that was connected to a single account more dynamic to be able to handle traffic from multiple different accounts.

Here is an example of the Important Business Information section, updated to make it dynamic enough to handle multiple different accounts! Variables can be used like this for all areas of the bot settings page, including Objectives.

Field updating still works when you have multiple accounts connected to the same bot as long as the field key is the same for each account. If you want to learn more about how AI field updates work, check out this article first.

Let's take a look at this example from the same bot. We want the field Type of Work Needed to be updated when the bot completes this objective. With multiple sub-accounts connected, we can see that the bot will update the field with the key {{contact.type_of_work_needed}} when it's finished. If that field key doesn't exist in your additional accounts that you're connecting to this bot, it will not know what field to update and it will not update any field.

You can check your custom field key for the account by navigating to CRM ➡️ Settings ➡️ Custom Fields

In a similar way to the Custom Field updating feature explained above, the bot needs a way to identify which calendar to book to. When you select a calendar for a booking objective, any additional sub-accounts must have a calendar with the same calendar name for conversational booking to work. For example, the following are examples of calendars for two accounts that would allow the bot to book to either depending on which one the contact is conversing from.

As you can see here, character case and extra spacing does not matter when naming calendars. Your bot will know they are the same and have no problem dynamically booking to either account based on that location's unique availability!

NOTE: The only calendars that display in the dropdown are those for the first account connected

It's helpful to see message history separated per account when you have multiple accounts connected to a single bot. CloseBot's dashboard allows you to filter to display messages from any of the current connected accounts. This updates the graph and other metrics as well.

You'll now be able to easily compare message volume, lead volume and appointment volume of different sub-accounts on the same graph!

Learning how to make a single bot dynamic can make your life drastically easier. If you're an agency looking to scale AI lead qualification across your accounts, you've found the answer!