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Create a brief

It collects data from a customer and monitors the survey.

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A good brief helps to complete a task according to a customer's expectations and reduces a contractor's time costs. But customers often delay the brief due to high employment and an inconvenient questionnaire. We have created a chatbot in a brief format for a designer who quickly and conveniently collects information in a messenger and controls the passage of the survey. 

What is convenient for?
✔️ Filling out a brief in the messenger at any time
✔️ Automatically saving the data to the table
✔️ Notifying of the brief completion
✔️ Reminding a customer to complete the survey
✔️ Adding different question formats and receiving files
✔️ Completing any script, for example, for receiving an advance payment directly in the bot

It is suitable for any creative industry professionals. 

Difficulty level: easy — the script can be configured from simple blocks
Price plan: free and paid

How it works
You create your brief on the platform using a ready-made template and connect a messenger (Telegram, Vkontakte, etc.), in which the bot will start. 

The bot is activated by a link and consistently sends questions: open or with answer options. If you need to get some materials from the customer: references, brandbook, this can also be done in the bot — it accepts any files.
All answers are saved in a table that you can work with inside the constructor or download in Excel format.
As soon as a customer has completed the survey, the bot sends you a Telegram notification with a link to the table with the answers. You can send the collected information directly on Telegram.

If a customer has not completed the survey, the bot will remind you about it. You can control the number of such messages yourself.
How to create a brief 
1. Register in the BuddyBot designer, create a project and add a template "Brief for the designer". 
2. Compose the questions and add them to the script. 
3. In the "Settings" section, connect the messenger: Telegram. Or customize the design for the web version of the bot. 
4. Set up a notification in Telegram or email. 
5. Configure saving data to a table. 
6. In the "Mailing list" section, set up reminders. 
7. Test the bot. 

If you have any questions about self-configuration, contact our the Telegram community.