This Smart Skill can be used by you in order to update the address of your leads on the LeadSquared CRM tool. 

Name of the Skill on Conversation Studio: leadsquared update lead address

Purpose of the Skill: This Smart Skill is designed to generate a flow that can then be used by the user to update their address on Leadsquared. 

What’s the design template going to look like?

This Skill is designed to provide quick resolution & to seamlessly update the lead address for the user. Please reach out to your Haptik SPOC who will connect you with the Conversation Designer to get access to the design - Lucidchart or PDF.

Requirements

• A registered account on LeadSquared. You can read more about it, here.
• A bot on Haptik. You can read this article to build your own bot.

How to use the Skill

For testing purposes, you can type an intent related to the creation of lead. 

For example, the users can type ‘I want to update address’ to start off the flow.

How to make changes to the Skill

Following is the structure of the Smart Skill:

Step 1: The Start Step getAddress will first collect the user's information when the user types an appropriate intent. This Step uses two specific entities Leadsquare_mobile_email_for_address for initially collecting the user's phone number or email id and then it uses the entity Leadsquare_capture_address for capturing the user's address.

Step 2: Next, the flow moves to the Code Step Update Address. This is the Step that is responsible for updating the Lead's address in the CRM system. 

The API that is used for updating the address(update_address) requires a few business-specific fields, that can be obtained from the LeadSquared CRM dashboard. They are:

• API host
• Access Key
• Secret Key

In order to obtain these, navigate to your LeadSquared dashboard, and click on Settings, as shown.

Next, click on API and Webhooks, and you will get the API host and Access Key. For Secret Key, you will have to click on the Show Secret Key button, as shown. 

If the Access Key is not available, click on the Generate Key button to generate a new Access Key. 

The API host, Access Key, and Secret Key that you receive need to be configured under the Environment Variables in a Code Step. Click on any Code Step and open the Code Editor. Now, select the More option on the top right corner of the screen and select Variables, as shown below

In the variables, you need to configure the API host, Access Key, and Secret Key, as shown below.

Step 4: Once the flow passes the Code Step, it reaches the final Output Steps, and based on the user's journey, the appropriate response is sent like whether the lead's address was updated or not, and similarly on the success response, you will see a lead's address updated under Lead Details, on the LeadSquared CRM, as shown.

How to analyze your Skill post go-live

To track the usage of this Skill on your virtual assistant, you can create Smart Funnels on the Intelligent Analytics tool. You can learn more about Smart Funnels here.

Smart Funnel suggestion:

• Start point: getAddress
• Endpoints: 
  • Address API timeout
  • Address Success
  • Address Failed
  • lead not found