Bot builder

Configure bot scenarios and create chatbots to integrate them to your targeting strategy like any other agent.
iAdvize messenger must be activated in your administration.


1. What are the core features available ?

A new "Automation" section in the iAdvize admin allow you to easily configure bot scenarios with :

  • Unlimited number of multiple choices
  • Configure transfert for each choice
  • Easy to re-order multiple choices
  • Detect the visitor intent by asking an open question
  • Configure each intent actions (transfert, continue bot scenario…)

A Bot scenario preview will allow you to :

  • Test and learn how your bot is working in real time
  • Test your bot at anytime during the scenario building
  • Launch your scenario from a selected card, thanks to the button Current card
    • Tips : the first time you arrive on the Bot Builder, you need to click on the button Start
  • If you are using the “Intent detection question” (1) card
    • It will be possible for you to test our Natural Language Understanding technology and provide test visitor expression and observe the Intent detection
NB : A routing group is automatically created when saving for the first time the Bot.
NB (1) : In order for the "Intent Detection Question" card to appear in the scenario, you must first create an intention.
For more information, please see the article : Intents Manager


2. How it works in detail

To create a new bot click on Automation > Bot builder > Create a bot

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3 sections are available to configure your bot : Identity, Scenario and Versions.


2.1 Configure the Identity of your Bot

  • Name and Displayed name are mandatory
  • Add an avatar that must not exceed 500ko
  • Choose the language of the bot

new-chatbot-builder-identity-02-EN.png

 

2.2 Configure the scenario of your bot

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A. Select your type of message

 

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  • Rich Message* card creation : Send a message without waiting for an answer in return. It can be text or more visual content.
    • This card also allows you to add a hypertext link by clicking on the icon new-chatbot-builder-carte-04-FR.png
      • You must enter a message before validating the card, otherwise the scenario will not be saved.

        new-chatbot-builder-lien-07-EN.png
NB : Rich contents* include attached videos, images, carousel

 

    • Next step : 3 options are purpose after each Message
      • Continue to step
      • Transfert (to another bot or group of agent)
      • End conversation

 

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  • Open ended question card : Ask a question where the user will be able to write the answer
    • Ask your question into "what do you want to ask" section.
    • The bot will wait for the visitor's response before proceeding to the next stage of the scenario and will record the data collected temporarily, depending on the name or the email you have defined here.
    • It will be possible to re-use this data in the successive stages of the scenario by calling it via the tag {data_name}.

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  • Multiple choices question : Ask a question where the user will be able to choose between different options.
    • Add the question
    • Configure your multiple choices and actions
    • Add choices with button “+ Add a choice”
    • You can delete a choice with the trash icon

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  • NLU Question : Ask a question and detect the user intent.
    • Add an open question
    • Chose an intent
    • Define a fallback action. This is triggered if the visitor’s answer is not understood by the bot. Want to know more about how intents works ? Please read this article : Intents Manager

new-chatbot-builder-scenario-03.5-EN.png



You can edit a card by clicking on new-chatbot-builder-editcard-05-EN.png, on the top right side on the card.

You will be able to 1) rename the card, 2) move up or 3) move down, 4) duplicate it or 5) delete it.

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    • 1) Rename card : you can rename the scenario card in order to have a simpler reading of your bot scenario. This also will help you in the Automation report when you will analyse in detail the bot scenario.
    • 2) Move up : move the card up in the scenario creation. This will not affect the execution order of your bot scenario
    • 3) Move down : move the card down in the scenario creation. This will not affect the execution order of your bot scenario
    • 4) Duplicate : Duplicate a card with all the parameters, including list of intent if your are duplicating an “Intent detection question” card
    • 5) Delete : delete the selected card from your scenario

 

B. Verify that you don’t have configuration errors 

Check the error panel on the top right side.

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If you have errors display, you can solve them by clicking on each errors

Then, save your bot by using the Save button.


C. Manage your Bots

When your bot is created, it will be displayed on the list.

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  • You can edit a Bot by clicking on the name or the pencil button
  • Delete a bot
  • Activate or deactivate a bot by clicking on the button on the left
⚠ When a bot is deactivate, targeting rules which are using this bot will not be able to display a notification (not eligible in the targeting strategy)