Note: It might be a good idea for you to learn more about Automations first and how it can help you set up a functionality with a reduced number of steps.
Automations help you retrieve information or achieve complex functionalities without human intervention.
How to add an automation node in Dialog conversation:
1. Select the Automation node from the available options.
2. Automation node pop up will be opened upon selecting the automation node.
3. Select the automation from the available automations list. All the active automations in automation builder will be listed under the automations list.
4. Provide a name to the automation.
5. Provide the required input data collected from the user to send it to the automation builder to execute the automation.
Note: If you missed adding a node for getting input from the user, you can always add the required node before the automation node and then map the variable for that input on the Call an Automation pop up.
Remember, the values obtained from the user by the virtual assistant during a conversation before adding the automation node will only be available for mapping on the Variable Picker pop up. Input gathered after adding the automation node won’t be available on the Variable Picker pop up.
Automation node will help you call the automation created in the Automation builder directly into a dialog conversation. The user input data that is collected and stored as context variables are passed as inputs to the automation.
When you create an Automation, you’ll need to ensure that the input for the Automation is right. Once you do so, child nodes get created automatically in the dialog flow.
Success and Failed (child)Nodes
Every automation process has two conditions: success and failed.
Depending on the outcome of the automation that you run using Workativ Assistant, there will be these two outcomes.
A great feature that Workativ Assistant comes with is, regardless of the outcome of the Automation, you can trigger the two nodes to prompt the user with further information.
For example, if the Automation is successful, you can set the Virtual Assistant to respond with something like: “Automation Successfully Completed. Can I help you with anything else?”
Or, if the Automation fails to run, you can prompt the user with a query using the Virtual Assistant: “The automation has failed. Please ensure that you’ve entered the right information.” Again, the responses by the Virtual Assistant are up to you and you’ll need to ensure that you set the right ones depending on your use-case.
Note: If you don’t want the success and Failed child nodes to be created, just uncheck the boxes beside the option in Automation pop up.