Create New BOT

Firstly, you are asked to provide the name of the project (you can if needed create a new project here) and the communication name.

The Chatbot design screen is then displayed:

At this screen, start creating the chatbot by dragging and dropping an interaction from the available interactions to the area at the left. When you do this, the right hand pane changes to show the properties of the interaction, which you can then edit.

For example, if you drag across a Message interaction and call it "Message 1" with the text as "Hello user!", the screen will look like this:

The box in the bottom left allows you to resize the design area.

Click outside the message box to redisplay the Interactions pane.

When you have two or more interaction boxes, you can link them with a flow arrow to show the logical flow through the chat bot. To do this, select the first box, click on one of the circles and drag a flow arrow to the next box. For example:

The various types of interaction are described below.

Message

Use the Message interaction to display a message to the user. Enter the message under RESPOND TO USER.

If the chatbot starts with a Message, you should enter Start in the WHEN THE USER SAYS field. This ensures that the bot will start correctly.

Question

Use the Question interaction to ask the user a question. Under Answers, you can specify the type of answer that this question expects, such as a month name. If the user's response does not match the answer type, they will be asked to reenter their response. You can also specify a variable name which will be used to hold the answer that the user enters.

If the chatbot starts with a Question, you should enter Start in the WHEN THE USER SAYS field. This ensures that the bot will start correctly.

Link

Use the Link interaction to dsiplay a URL for the user to click on.

Carousel

Use the Carousel interaction to display a number of images in a carousel view, where the user can move forward or backward around the carousel.

Each image and associated action is defined in a card. For each card, you need to load an image and define the action to be taken when the user clicks on that image.

Action

Use the Action interaction to perform a defined action, such as sending an email. The Details and Settings tabs are used to provide details of the action. Context-sensitive help is provided for some of these details.

Image

Use the Image interaction to display an image. You need to specify the filename of the image, a Title and a Description.

Go To Bot

Use the Go To Bot interaction to go to another specified chatbot.

Send Email

Use the Send Email interaction to send a specified email to a specfied email address.

Send Attachment

Use the Send Attachment interaction to send an attachment to the user via the chatbot. A static file can be attached manually by browsing for it (or using drag and drop); alternatively, you can use the Communicate API. For the API call, you need to specify the endpoint, the authorization and the content type; you can also use variables to customise exactly which file is sent.

Advanced Settings

You can select Advanced under Questions, Messages, Carousels, Actions.

Requires Account Linking - when this is selected, the user must pass through authentication to reach that interaction. If the user is not authenticated, you can specify to which part of the chatbot the flow should proceed.

Transaction Tag - this is added only for logging purpose. It allows you to see how many people start a specific part of the conversation and how many reach its end. For example, a chatbot could enable the user to get an insurance quote, but they must first answer five questions. In the first interaction for that questionnaire, you could add a Transaction Tag "quote" and in the last interaction you could add the same tag "quote" and mark Transaction End. In reporting, you can see how many people started this part of the chatbot, and how many reached its end.

Run Action - you can select the action that will be run after a message or question and before the next interaction (if one is set up).

Send to User (Random Selection) - You can add a number of phrases using the Response Text box. Communicate will then select one of these phrases at random instead of the original message. For example, with greeting messages, you could specify one greeting but then add add a number of alternative greetings under Send to User. This makes the bot appear more human, as it does not always give the same greeting.

Preview

To test the operation of the chatbot, click Preview. You can interact with the chatbot in the same way that a user would.

Bot Settings

This option allows you to specify various settings for the chatbot, such as a description, the timeout (how many hours of inactivity cause the conversation to terminate) and an encryption key (if required).

Get My Bot

When you have completed the design of a chatbot, you can select Get My Bot to obtain an HTML listing of the bot, and a link to instructions on how to install a chatbot on your website. There are also a number of options that you can set. Changing these settings will change the listed HTML code, so you should set the options first before copying the code.

Clicking Copy code will add the displayed HTML code to the clipboard so that it can be pasted into your website code.