Onboarding Guide
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
How to create a Bot manually:
Depending on your bot goals, requirements, and use cases, building a bot often requires building conversations or dialogs, FAQs if required, app workflows if required, and deploying bot on chat channels like MS Teams, Slack etc. Although it may seem quite a bit, but in reality, and because of our no-code approach, and the way we have digitized the onboarding – introducing step-by-step onscreen instruction where required, you could be up and ready with your first bot in no time.
Follow step-by-step instructions below to get started.
1. Right after you sign-up, you are greeted with a Welcome page with a prefilled bot name and bot language (based on your workspace name during sign-up). You can edit Bot Name and Language as per your preference.
Click on Create your Bot button.
2. In next step, you are presented with three separate options as starting point for building you bot.
a. Start with FAQ– Start building your bot by automating simple FAQs. Think of it as a quick jump start to your bot that can answer simple FAQ questions. And you can always add simple or complex conversations later using our bot builder.
b. Start with Conversations – Start building your bot by creating conversations. Conversations are multi-turn dialogs that helps bot engage with end users in any level of complexity and usecase. It’s super easy to create conversations using our bot builder.
c. App Workflows – Start budling app workflows for your bot. Think of app workflows as automations that connect your bot with your apps to perform actions or tasks so you can automate process and end-user requests directly from your bot. If you start with app workflows, you will be creating app workflows first, and then you will need to create conversations and connect them to workflows.
Note: It doesn’t matter whether you start with FAQs or conversations, you are building the same bot.
