bots just leveled up

SalesEdge.io Bots Just Got Smarter: Update 20 Fields & Trigger 5 Workflows Instantly

July 29, 20251 min read

SalesEdge.io just made two powerful upgrades to help you get more out of your automated conversations. Whether you're generating leads or nurturing clients, these improvements give your bots more intelligence and flexibility — so you can work smarter, not harder.

1. Collect Richer Contact Details — Now Up to 20 Fields

You can now capture and update up to 20 contact fields through a single bot interaction (previously limited to just 3). This makes it easier to gather detailed information from leads and clients in one smooth conversation.How to use it:

  • Go to your Bot Goals inside SalesEdge.io.

  • Select “Add Contact Info.”

  • Map up to 20 fields you want to collect or update.

The update process has also been improved for greater speed and reliability.

2. Trigger Up to 5 Automated Workflows from a Single Bot

We're raising the bar on what's possible with automation. You can now trigger up to five different workflows from a single bot goal (up from the previous limit of three). This gives you more control over assigning follow-ups, sending messages, or kicking off internal processes automatically.How to use it:

  • Go to your Bot Goals inside SalesEdge.io.

  • Select “Trigger a Workflow.”

  • You’ll now see the ability to add up to five workflows per bot goal.

Note: These updates are currently available for Prompt-based Bots. Support for Guided Form setup is coming soon.

Bot Goal Settings ScreenshotNew Workflow Trigger Limit

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.

Jeremy DeMerchant is the founder for SalesEdge.io and the CEO of Permission To Sell Consulting Group. His passion for helping business owners increase their sales has allowed him to help clients from Santa Monica to Singapore.

Jeremy DeMerchant

Jeremy DeMerchant is the founder for SalesEdge.io and the CEO of Permission To Sell Consulting Group. His passion for helping business owners increase their sales has allowed him to help clients from Santa Monica to Singapore.

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