The purpose of this onboarding guide is to help you onboard using step-by-step instructions on how to create your first new bot or use pre-built bots, test, and deploy your chatbot easily. The guide also aims to make you familiar with basic concepts, essential features, simple usecases or examples in an intuitive yet shortest path to go live.
The guide has two major sections. And depending on your selection and or objective, you can either create a new bot manually or you can download pre-built bot from marketplace. Both have different onboarding flow and steps.
- How to create a bot manually
- Download a pre-built bot from marketplace
Download a pre-built bot from marketplace
1. Right after you sign-up, you are greeted with a Welcome page.
Click on Download from Marketplace button.
2. You are presented with Bot Marketplace popup.
Navigate Bot Category.
3. Click on the available pre-built chatbots to view conversation use cases inside the chatbot.
4. It displays the number of Dialogs (conversations or uses cases) that are pre-trained.
5. Click on anyone of the available Dialogs to view how the conversation flow is built to resolve its use case.
Note: after download, you can edit these dialogs later if required.
6. Click on the Download button to download the chatbot.
7. You can find the downloaded chatbot on the Chatbot Builder homepage.
Click on the downloaded bot.
8. You will be navigated to Bot Summary page
Note: since the bot is not deployed or live and unused yet, the data is empty.
9. Click on the Dialogs tab in the side navigation menu to view the available dialogs.
10. Click on Ok button on the Welcome dialog to continue to next step.
11. Click on Ok button on the below the Fallback dialog to continue to next step.
12. Before you test the bot using Try Me button, you have to resolve the issues in red error icon that are displayed on the Dialog card. You will not be able to test the chatbot if there are errors.
Click on the Dialog card (with red error icon as shown below)
Note: Downloading the bot will only download the conversations and you need to setup the app workflows within the dialog as some usecases require app connectivity as part of the usecase.
13. Clicking on the Dialog card will open the dialog canvas page. You can view how the conversation is built to resolve the user issue.
14. Click on the Call automation card to add the app workflow related this use case (our dialog usecase is Unlock Account).
Click on Select Workflow to select app workflow.
15. Click on Go to Workflow Builder link to go to app workflow builder.
Note: Since this is new workspace; you can download pre-built app workflow from marketplace.
16. You will be navigated to Workflow Builder page to create or download a pre-built app workflow from marketplace.
Click on the Download from Marketplace button to download the workflow.
17. In the app workflow marketplace, select the workflow category and the app.
18. Choose the workflow you want to download from the list of available workflows. You can view the workflow details as well.
Click on Download button to download the workflow.
19. Click on Yes in the confirmation pop up.
20. Workflow will be downloaded to Drafts page in Workflow Builder.
21. Hover on to the warning icon displayed on the Workflow card.
Click on the Card to connect the workflow to your app.
22. Clicking on the card opens the workflow in workflow canvas page.
Click on OK button to continue.
23. Select Add a new Account and connect your Microsoft Azure AD account using your credentials and provide a preferred name for the account.
Click on Connect Account.
Note: Each application may have different type of authentication process. You will be prompted with the required details in the Connect Application section to connect with the respective application. Fill the details and click on Connect Account to test the connection and to proceed to next step.
24. Once the application is connected, click on the Save button. All the required input fields in the workflows are pre-filled.
25. Click on Test to test the workflow.
26. Fill in the input field and click on Continue to test the workflow.
27. You can view the status of workflow execution, time to execution and details of the execution.
Note: You can click on Chatbot Triggered box to retest the workflow by updating the input field if required.
28. Click on Close button.
29. Click on the Activate button to activate the workflow and select Yes on the confirmation pop-up.
30. Click on Back button.
31. Click on Create Dialog button to add the workflow to the dialog.
32. You will be navigated to Dialog page in chatbot builder section.
Since our usecase is unlock account, click on Unlock Account dialog that has error icon.
33. Click on the Call automation card to add the workflow.
34. Click on the Select Workflow field and choose the workflow from the list.
Note: Do not enable the Workflow Success and Workflow Failure check boxes as they have already been handled in the dialog conversation.
The errors on the Success and Failure sub-dialogs will be auto resolved after adding the workflow in call automation function.
35. Provide a Workflow Name and Workflow inputs.
Click on the workflow input field and select User_Email.
Note: Input field is required to collect end user input in the conversation. This input is then passed to the app workflow for execution.
36. Click on Save button.
37. Saving the Call automation function will resolve the errors on the success and failure sub-dialogs as well as mentioned in step 34.
38. Click on Back button.
Note: Repeat steps 32 to 36 to resolve all the errors in each dialog if any.
39. Once all the errors are resolved, you can test the chatbot by clicking on Try Me.
40. You can test the chatbot once the chatbot completes the training.
41. Chatbot will greet you with the welcome message.
42. To test the unlock account dialog, enter a user utterance that represents a user query to unlock account in the Try Me chat and press enter. E.g. I’m locked out of my account.
Note: You can also try variations such as unlock account, unlock etc. in your Try Me chat. Our NLP process different user variations, typos etc. using learning model to recognize user intention.
43. Chatbot will then recognize the user intent and execute the Unlock Account Dialog.
You can test the conversation flow by answering chatbot questions.
Note: Make sure you enter valid user or employee email id that is registered in your user access management app Azure AD.
Note: Show details will only be displayed in Try Me for testing and not in chat channels in end user’s chat.
44. You can test the conversation flow by answering chatbot questions.
Note: Click on Restart icon to restart the conversation if required.
45. Click on Close to close the Try Me after testing the chatbot.
46. Now click on Publish button to publish the bot.
47. Click on Yes button to confirm and publish the chatbot so you can deploy the bot in your chat channels for your end users to use.
48. Click on Chat Channels to start deploying the bot in your chat channels
Note: You can click on Cancel button to continue building more conversations or FAQs but it may break your onboarding flow, so recommended to complete the onboarding flow first by clicking on Chat Channels.
49. Clicking on chat channels button in previous step, will navigate you to Chat Channels page where you can deploy the bot in Slack, MS Teams, or as a Chat Widget on webpage.
Depending on your preferred chat channel, you can follow the steps to deploy you bot mentioned in our help Doc here.
50. Once you have deployed your bot as mentioned in previous step you are ready with your live bot. And your onboarding is complete.
Note: You can continue to create more conversations or FAQs to your bot.
More about creating conversations or dialogs here.
More about creating FAQs here.