The Verify User Details option helps you verify important information from a user and helps store it. The Verify User Details option and the Ask a Question option work similarly, but the two have very specific purposes.
The Verify User Details option will check a user’s query for a specific type of data according to the entity or intent selected as the condition. After validation, it’ll extract and save the relevant data in a context variable. If no relevant data is detected, it will prompt the user to enter valid input.
Select Verify User Details option on the pop-up that appears when you click on the + icon next to a dialog or function.
Verify with Intent
You can use Intents to verify user details by adding multiple relevant examples to match with the desired user input.
- Select Intent from the Verify with drop-down menu.
- Select the desired existing Intent from the Intent Name drop-down menu.
NOTE: Make sure you have created the Intent that you want to use in this function. For more information, see Managing Intents.
- Enter a new name for the Intent to save it for this function in the Save as field.
- Enter the message you want to display if the expected data is not available in the user’s input.
Verify with Entity
You can use Entity as the condition for verifying user details. If the user input has a value according to the conditions specified in the Entity, it is verified and saved.
- Select Entity from the Verify with drop-down menu.
- Select the desired Entity to check that’s related to the condition to be checked.
- Select if you want to Save User Text or Save Entity Value from the Select Type drop-down menu.
Save User Text:
Select this option if you want to store the user-provided text in the context variable.
For example, you want to get the user’s email address. Then choose the option as Save user text as the user-provided email will be stored in the context variable.
Save Entity Value:
Select this if you want to store the name of the recognized Entity value in the context variable.
For example, JIRA is an Entity value and the user-input is Atlassian. If Atlassian is already added as the synonym for JIRA, then JIRA will be stored in the context variable instead of Atlassian.
- After selecting the condition, enter a name for the context variable in the Save As field. This context variable will be used to store the user’s input after it is validated against the specified condition.
- Enter the message you want to display if the expected data is not available in the user’s input.
PRO TIP: If required, you can make the If user data not available, ask user field optional to make the chatbot skip to the next function and not ask the end-user for that specific information.
Example:
Let’s say you want to collect a phone number from the user, the user might reply as follows:
“Hi, my mobile number is 712345678.”
To identify something like a mobile number, you need to set up an Entity that recognizes a user’s phone number which will help your chatbot to prompt the user with a message, if the number that they’ve entered is not recognizable.
You can do this in the If user data is not available, ask user field. The chatbot, in this situation, can prompt the user with a message stating that the input that the chatbot was asking for cannot be recognized, and further prompt them to provide correct data.
Advanced Options
What if the end user enters incorrect information or does not have the required information. Usually the chatbot will get stuck on the same question until the end user provides the correct information.
Now with Diverge functionality, admins will be able to control what happens if the user provides either incorrect information or any other intent.
Example: In a particular scenario, we don’t want to move any further if the user does not provide the email address. We can use the advanced options to set the chatbot response if the users say that they don’t have an email address or they don’t want to share it.
- Click on Show advanced options
- Choose the recognize options (Intent, Entity or Variable) from the If Chatbot recognizes drop-down menu.
- Choose the options from the corresponding List (Intent, Entity or Variable)
If you select Intent, select an existing Intent or enter the name of the Intent to create a new one and add the examples.
If you select Entity, select an existing Entity from the drop-down menu.
If you select Variable, select a variable from the Variable Picker window.
- Enter the message you want to display if the chatbot recognizes the desired value from the user’s input.
- Select Jump to specific dialog or Exit conversation from the Then drop-down menu.
- If you select Jump to specific dialog, select the corresponding dialog you would want to jump to and then click Save
- If you select Exit conversation, then simply click Save.
- Click Add more to add more scenarios to the same function.
- When you’re done adding all the scenarios, click Save.