1. What are the core features available?

The "Automation" section in the iAdvize admin allows 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 action (transfert, continue bot scenario…)
• Add attachments (PDF, JPG, PNG, GIF files) with a maximum size of 500 kb

A Bot scenario preview will allow you to :

• Test and learn how your bot is working in real-time
• Test your bot at any time during the scenario building
• Launch your scenario from a selected card, thanks to the button “Current step”
  • 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

2. How it works in detail

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

2.1 Configure the identity of your bot

• Indicate Name and Displayed name (mandatory)
• Add an avatar ((60px by 60px in PNG, jpg or gif format)
• Choose the language of the bot
• Define the number of simultaneous conversations
  
• Decide how long your bot should be closed for inactivity :
  • chat channel: the default setting is 5 minutes. You can adjust it from 2 to 30 minutes.
  • third-party channels: the closing time will be 30 minutes; this criterion cannot be modified.
• Set up Transfer settings
  
  • Maximum waiting time for an available respondent
    
  • Default message in case of transfer failure
    
  • Activation or not of the satisfaction survey in case of transfer failure

2.2 Manage your Bots

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

• 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

2.3 Duplicate a bot

From the Bot Builder, you can duplicate a bot on the same project or on a different project. 

• On the same project: click on the pictogram on the right of the bot you want to duplicate .
  The copy of this bot will then appear in the list of bots with the mention "copy".
  
  
• On a different project: click on the button at the top right, above the list of bots.  
  You will then have to select the name of the bot to copy and the project on which you want to make the copy.

For the configuration of the bot scenario, see the dedicated article.