Using the Workativ Assistant Chatbot Builder, you can create simple to complex dialogs.
1. You will be redirected to the Chatbot Builder page that greets you with the Recognize Dialog pop up to specify when you want the dialog to be executed by the VA i.e. after checking the condition for which the dialog should be executed by the VA.
2. Click on the “Create One” button to create a Dialog.
3. Enter a name for the dialog and click on Create in the pop-up.
4. Here you can add ‘conditions’ to recognize this dialog.
5. Map your Dialog with Intent, Entity, or Variable. This popup also gives you options to add AND/OR conditions by clicking on the Add More button. With this functionality, you can make the Dialog recognize with more than one condition.
6. To specify the type of condition, use the Select dropdown on this pop up. There are three options for you to choose from: Intent, Entity and Variable.
7. Let’s say you select Intent, you’ll then be presented with another dropdown to select the Intent from the list of existing Intents (that you had created). You also have an option to create a new Intent on this pop up itself by typing in the name of the Intent you like to create and clicking on Create New that appears after typing in the Intent name.
8. You can even specify the examples for the newly created Intent on this pop up itself by typing in the examples.
9. After selecting the Intent, you’ll see that the intent is recognized.
10. You can add another Intent or an Entity or Condition using the And/Or logic operators. When you select Entity as the condition type, you’ll be presented with the following fields under it.
11. Under Entity, you can either select an existing entity ( hat you created earlier) or a pre-existing system entity and select a rule for it such as - is recognized, value is and value is not.
Condition: A condition is used for the assistant to recognize the user or some of his/her traits during interaction. Some common examples of this can be recognizing a user based on his/her time zone, name, or even phone number.
For example, if you want to greet a user by their name, you can do so by setting the condition with the help of ‘context variables’ which will recognize the username and greet them. We’ll get into more details of how you can use context variables as we progress.
Operators vary depending on whether you’ve decided to go with an intent, entity or a variable.
12. After creating your first dialog, you’ll be able to see two default dialog nodes already created for you: Welcome and Fallback.
The Welcome node helps you to welcome your users. You can use this node to make the Virtual Assistant (VA) greet the end-user as soon as the user starts a conversation with the VA. To add a welcome message inside the Welcome node, click on the Send Message option on the pop up menu that appears when you click on the + sign next to the parent node (first node).
Note: To see how the welcome dialog appears to users on chat, you can use try me to test this dialog. Check the link to know more: Try Me (Testing your Dialog Flow) Before you can use the Try Me option, you’ll have to deploy the changes that you’ve made to this dialog. To know more about Deploying changes, go here.
To know more about Send Message, click here.
Next comes the Fallback node. The Fallback node helps your Virtual Assistant to fallback to a response when a user input is not recognized. Inside the Fallback dialog, you can specify the message that the Virtual Assistant must display to a user when it’s not able to recognize their query. You can do this using the Send Message option on the pop up that opens when you click on the + sign next to the parent node (first node).