When you select Chat Bot from the Create New (communication) screen, the following screen is displayed:

You can either create a new bot or upload a JSON file that defines a chatbot. You can use the upload option to import a chatbot that was created in EngageOne Converse; see Upload JSON for more details.

For a series of short video clips on using chatbots, see Help videos: Chat communications.

For some examples of chatbots, see Examples of chatbots.

Things to consider when designing a chatbot

  • Structuring the chat experience: design the chatbot flow and decide whether a single chatbot will suffice or whether you need multiple chatbots.
  • Methods of interaction: you can use various methods such as buttons, menus, images and free text.