Add a new chatbot

Procedure

1. Add a chatbot:
   1. On the Admin home page, select Bot.
   2. On the Bots page, select ADD.
   3. On the Bot dialog box, in the Bot title box, type in a unique name for this bot.
   4. Under the Targeting section, choose when you want the bot to appear. If you want this chatbot to appear when the criteria meet every condition, add a target under the Meet ALL of the following conditions (and) section. Otherwise, if you want the chatbot to appear when the criteria meet just one of several conditions, add your target under the And meet AT LEAST ONE of the following conditions (or) section.

      Note

      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 relevant section, select .
      2. From the Property list:
         • If you want to make the bot to appear for users with a particular property value, you can select a property type from the User model, for example, "User - name."
         • If you want the bot to appear on a specific page, select "Page."
         • If you want to embed the bot on a third-party website, select "URL."
         • If you want the bot to appear only on particular devices, select "Device."
      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 selected "URL" from the Property list, this shows a free-text box where you need to type in the website's address of where you want to embed the bot.
         • If you selected "Device" from the Property list, this shows a list of available devices. Select the ones where you want the bot to appear.
   5. Under the Launch style section, you can control when the bot appears and displays the first message to the user:
      • You can make the bot appear and display the first message on any page by selecting the Proactive pop-up message 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:
        • When the user receives no results on the global search page or list block, select the No search results option.
        • When the user encounters an error when completing a form, select the Form error option.
        • When it looks like the user is going to abandon the app, select the Exit intent option.
        • Appear after a specific period after the user opens the page, select the Time on page option, and in the Time on page seconds box, type in how long you want to wait until the bot appears.
        • When the user hasn't interacted with the page in a while, select the Inactivity option, and in the Inactive seconds box, type in how long you want to wait until the bot appears.
      • If you don't want the bot to display the first message until the user selects the bot, you can select the Wait until the user opens the chat option.
   6. When you're happy with your bot, select ADD.
2. Add chat actions:
   1. Select your chatbot and on the hierarchal view of your chatbot, select .
   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.

      • Add a send a message chat action
      • Add an Ask a question chat action
      • Add an if/then branch chat action
      • Add a Retrieve information chat action
      • Add a set property chat action
      • Add a Create model instance chat action
3. After you have created your chatbot, select ACTIVATE.

See more:

• About chatbots

Reference:

• Bots page
• Bot dialog box
• Chatbot page (Hierarchical view)
• Chatbot action dialog box