UniversalChatBot

How Rollouts Work

Rollouts use a two-stage filtering process:

Attribute Filtering - First, filter users based on their attributes (tags, email domains, etc.)
Percentage Rollout - Then, apply a percentage to that filtered group

This means if you target "VIP customers" at "50%", the system first finds all VIP customers, then shows the bot to 50% of them.

Audience Targeting (Step 1)

Target specific user segments based on their attributes. This filtering happens before the percentage rollout is applied.

Creating Filter Groups

Click "Add Filter Group"
Give it a descriptive name (e.g., "VIP Customers")
Add one or more rules to the group

Adding Rules

Each rule consists of:

Variable: The data to check (e.g., contact tags, email domain)
Operator: How to compare (equals, contains, greater than, etc.)
Value: What to compare against (e.g., "vip")

Available Operators

Operator	Use Case
equals	Exact match
not_equals	Exclude specific values
contains	Check if array/string includes value
starts_with	String prefix matching
ends_with	Email domain, file extensions
greater_than	Numeric/date comparisons
less_than	Numeric/date comparisons
is_empty	Check for missing data
is_not_empty	Ensure data exists

How Filter Groups Work

Within a group: ALL rules must match (AND logic)
Between groups: ANY group can match (OR logic)
Result: User must match at least one complete group

Example: VIP or Enterprise Customers

Group 1: "VIP Customers"

• Tags contains "vip"

OR

Group 2: "Enterprise Accounts"

• Tags contains "enterprise"

• Plan equals "enterprise"

Result: Bot responds to users with "vip" tag OR users with both "enterprise" tag AND enterprise plan

Common Targeting Scenarios

1. VIP Customers Only

Release premium features to your best customers first:

Filter: Users with "VIP" tag
Percentage: 100%
Result: All VIP customers see the bot

2. Enterprise Beta Test

Test with a subset of enterprise customers:

Filter: Users with "Enterprise" tag
Percentage: 25%
Result: 25% of enterprise customers see the bot

3. Email Domain Filtering

Launch to specific company domains:

Filter: Email ends with "@bigcorp.com"
Percentage: 100%
Result: All BigCorp employees see the bot

4. Gradual Launch to Premium Users

Slow rollout within paid customer segment:

Filter: Subscription plan = "Premium"
Percentage: Start at 10%, increase to 100%
Result: Gradually include more premium customers

Two-Stage Process

The system first applies your attribute filters to narrow down the audience, then applies the percentage rollout to that filtered group. This gives you precise control over who sees your bot.

Percentage Rollouts (Step 2)

After filtering by attributes, control what percentage of that filtered group sees your bot.

Gradual Rollout Example

Week 1

10% rollout

Week 2

25% rollout

Week 3

50% rollout

Week 4

100% rollout - Full launch!

How It Works

When you set a rollout percentage (e.g., 50%), the system automatically selects which conversations get the bot response. The selection is:

Deterministic - Same user always gets the same experience
Distributed - Evenly spread across your user base
Permanent - Once someone is in or out, they stay that way

Changing Percentages Doesn't Affect Existing Conversations

If someone was excluded at 25% rollout, increasing to 50% won't include them. Only new conversations are evaluated. This keeps the experience consistent.

Platform-Specific Options

What you can target depends on your platform. See the platform-specific guides below for detailed targeting options.

Rollout Strategies

On this page