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Add a new chatbot

Procedure

Add a chatbot

  1. On the Admin home page, select Chatbots, and on the Bots page, select ADD.
  2. On the Bot dialog box, in the Bot title box, enter a unique name for this bot.
  3. In the Description box, enter a description of what the bot can help your users with.
  4. Select UPLOAD to add an Avatar for your bot. This appears as the button on your page.
  5. Select the Type of bot you want to create:
    • Generative AI:
      1. From the What models can this bot search to inform its responses list, you can select all the models you want the bot to be able to access.
      2. If you want this bot to generate answers and show suggestions in global search, you can select the Use this bot to generate answers and show suggestions in global search option. You can only select this option for one of your bots.
      3. If you want this Generative AI bot to talk to other bots and create replies, select the Use this bot to interact with external bots and generate responses option. This means an external bot an communicate with the chosen bot and interact with the Applaud bots.
      4. In the box, What do you want this bot to do? Enter an AI prompt to tell the bot how you want it to greet users and help them. For example:
        "You are a helpful assistant. You work for {your company name} as an AskHR chatbot and give employees useful answers to their questions. These questions are mostly about HR policies. searchResults." See the following articles for more information:
        Introduction: prompt engineering
        Getting started with prompt engineering
        Prompt examples
        The searchResults token gives the bot access to the information that would be available to the user in the global search results. They can only ever access the information that they have permission to given at the model access control level.
      5. Under the Conversation Starters section, you can select GENERATE to create four conversation starters automatically. You can then edit these or just add your own.
    • Rules-based: You can skip to the Targeting section of this article.

Targeting

Authorized and unauthorized users can view all bots by default. To only allow the bot to appear to authorized users, select "User - email" from the Property list and "is known" from the Criteria list.

  1. Under the Targeting section, choose when you want the bot to appear.
    • Meet ALL of the following conditions (and) - If you want this chatbot to appear when the criteria meet every condition.
    • And meet AT LEAST ONE of the following conditions (or) - If you want the chatbot to appear when the criteria meet just one of several conditions.
  2. From the Property list, select the property you want:
    • User - If you want to make the bot appear for users with a particular property value, you can select a property type from the User model, for example, "User - name."
    • Page - If you want the bot to appear on a specific page.
    • URL - If you want to embed the bot on a third-party website.
    • Device - If you want the bot to appear only on particular devices.
  3. From the Criteria list, select the condition you want the property value to meet before the bot appears. 
  4. In the Value box, either select a value from the list or type in a value.
    • If you selected a User model property from the Property list, this option either displays a list from which you need to select an option or a free-text box in which you need to type a value.
    • If you selected "Page" from the Property list, this shows a list of available pages in your Applaud tenant. Select the one where you want the bot to appear.
    • If you select "URL" from the Property list, this shows a free-text box where you need to type in the website address where you want to embed the bot.
    • If you select "Device" from the Property list, this shows a list of available devices. Select the ones where you want the bot to appear.

Launch style

  1. Under the Launch style section, you can control when the bot appears and displays the first message to the user:
    • Proactive pop-up message - You can make the bot appear and display the first message on any page without specifying any additional triggers. Alternatively, you can choose a trigger to control when the bot appears. You can select more than one trigger. To make the bot appear, select all the options you want:
      • No search results - When the user receives no results on the global search page or list block.
      • Form error - When the user encounters an error when completing a form.
      • Exit intent - When it looks like the user is going to abandon the app.
      • Time on page - Appear after a specific period after the user opens the page.
        • In the Time on page seconds box, enter how long you want to wait until the bot appears.
      • Inactivity - When the user hasn't interacted with the page in a while.
        • In the Inactive seconds box, type in how long you want to wait until the bot appears.
    • Wait until the user opens the chat - If you don't want the bot to display the first message until the user selects the bot.
  2. When you're happy with your bot, select ADD.

Add chat actions

  1. Select your chatbot, and on the hierarchal view of your chatbot, select the plus (+) icon.
  2. In the Chatbot action dialog box, select an Action. See our knowledge base articles:

    All chat actions are audited so that you can see this later in the chat history.

Activation

  • After you have created your chatbot, select ACTIVATE.

See more:

Reference:

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