CrocoBot AI bots are not only reserved for "general" mode via Live Chat or an assigned channel.

You can also create a bot driven by your workflows, with memory and conversation resumption even if the contact leaves and returns later.

This is ideal for assigning different CrocoBots to the same channel, according to specific criteria (contact tag, stage in the purchasing process, etc.).

This allows you to deploy an army of complementary bots, each with their own roles and specializations, just like your company's employees.

This guide shows you how to create and trigger a bot in your automations for ultra-personalized scenarios.

1. Understand the difference: Primary bot vs. non-primary bot

Before you get started, you need to distinguish between two types of bots:

• Primary Bot

• Secondary Bot

The logic is as follows: In CrocoClick, each contact can only have one active CrocoBot at a time. This bot automatically responds on the channels assigned to it.

By default, this is the primary bot for all your contacts.

However, you can choose to replace this bot with another bot for a specific contact... thanks to automations and the "Update Conversation AI Bot and Status" action.

Here is a summary:

Primary bot

• Serves as the default bot for all incoming messages

• Responds on the channels you assign to it (SMS, Messenger, Live Chat, etc.)

• Intervenes outside of workflows

• Example: a "customer service" bot that responds to all incoming Messenger messages

Non-primary bot

• Only responds within a workflow

• Triggered by an automation action ("Update Conversation AI Bot and Status")

• Ideal for targeted tasks: qualification, post-purchase follow-up, appointment scheduling, etc.

• Can resume the conversation with memory, even if the contact leaves and returns

2. When to use a bot in automation?

Bots in automation are perfect for:

• Targeted qualification: trigger a bot only for prospects coming from a specific channel (e.g., Facebook Ads)

• Conditional scenarios: a "VIP" bot that only talks to customers who have already purchased

• Controlled multi-channels: one bot specifically for SMS, another for Messenger

• Smart follow-up: scheduled reminders, resuming discussions after a delay

• Different uses on the same channel:

  • A "therapeutic" WhatsApp bot that triggers if the contact's message contains "PSY"

  • Another "commercial" WhatsApp bot activated after a form is submitted

3. Key action: "Update Conversation AI Bot and Status"

This action in CrocoClick allows you to:

• Assign a specific bot to a contact

• Enable or disable this bot

• Change bots during the workflow to manage different stages of the customer journey

This action allows you to switch from the primary bot (default bot) to a specialized secondary bot, thanks to your automation.

4. Some Example Scenarios

Scenario: Dedicated bot for a Messenger lead

Objective: as soon as a prospect writes to you on Messenger, a specific bot takes care of qualifying them.

Steps:

1. Create the bot

   • Go to Settings → CrocoBot AI → Create a bot

   • Activate the Facebook Messenger channel

   • Leave the bot as non-primary

2. Create the workflow

   • Trigger: “New message via Facebook Messenger”

   • Action: “Update Conversation AI Bot and Status”

   • Select the Messenger bot

   • Set the status to Active

3. Publish

   • Test by sending a message from Messenger

   • The bot automatically takes over the conversation

Scenario: Post-purchase follow-up bot

Objective: a bot only contacts customers tagged "Purchased."

Steps:

1. Create the "Customer Follow-up" bot with the desired channels

2. Workflow:

   • Trigger: "New message via WhatsApp" AND "Contact has the Customer tag"

   • Action: "Update Conversation AI Bot and Status" → select "Customer Follow-up Bot"

   • Status: Active

3. The bot can then respond to the customer on the selected channel

CrocoClick best practices

• Always check that the channels match: if the workflow includes SMS and Messenger, the bot must have both channels activated

• One bot = one clear role: avoid "Swiss Army knife" bots in a workflow

• Consider creating a workflow to deactivate the bot if necessary: Your new CrocoBot is active for this contact on the channels you have selected. If you want to reactivate your main CrocoBot for this contact, you must use the same type of automation.
  (Or add a "wait" action and then another "Update
  Conversation AI Bot and Status" action to reactivate another bot).

• You can combine several bots in the same workflow: one bot to qualify, another to close the deal (note: only one bot can be active at a time per conversation).

• Monitor your automations: test each scenario with a real contact

5. Advantages of this method

• Conversational memory: the bot picks up where it left off

• Targeted triggering: no unnecessary interaction with off-scope contacts

• Multiple scripts possible: each workflow can have its own customized bot

• Smoother customer experience: no need for manual transfer to a human agent for each small step

Conclusion

Creating a CrocoBot AI through automation means moving from a "generalist" bot to a strategic conversational assistant.

It intervenes at the right time, on the right channel, with the right message—and it remembers the exchange even if the prospect returns later.