If you have selected this option, you will start building your bot by creating conversations or dialogs.
1. Clicking on Get Started button below the Conversations will navigate you to Create Dialog popup.
Note: Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more on how to create a dialog here.
2. Provide Dialog name and description and click on Create button.
Note: To make the onboarding meaningful, we will be using Unlock account as a conversation use case. This use case will help an end user unlock an account in Azure Active Directory using the bot.
3. In create dialog popup, setup Condition for the bot to recognize the unlock account dialog based on user query or utterance.
Note: Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more about how to setup the condition to recognize the dialog here.
4. Select the Condition as Intent by providing a name for the Intent.
Note: Intents are user utterances that helps the bot understand user intention or query. Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more about intents here.
5.Add Examples and save the Intent. Your condition is now set.
6. Click on Save
Now that you have set the condition for bot to execute unlock account dialog, we can start building the dialog or conversation flow.
7. Let’s send a message to user to start the conversation using the Send message function.
Click on the Send message function for the bot to send a message to the user.
Note: Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more about Send Message function here.
8. Add a Message in the message input field and click on Save.
9.You can see the Send message function is created as conversation flow in the image below.
10. The next step in your conversational flow (to unlock account) is to get or verify user details such as email id using Verify user detail function.
When using Verify user details, the bot first validates if the email id is already available if not it prompts the user to input valid email id.
Click on Verify user details from the menu.
Note: The reason why we need the bot to collect email id is to pass the email id to the app workflow to unlock account in Azure AD. We will learn more about that in our later steps when we create app workflow for Azure AD.
Note: Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more about Verify user details function here.
11. Select Entity from Verify with field.
Provide Entity name, select Save user text in Select type, Save us, and If user data not available, Ask user fields.
Click on Save to save the Verify user detail’s function.
Note: Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more about system entities here.
12. Now that we have all the required user information to unlock the user account. let’s add the workflow automation to unlock user account in Azure Active Directory using the Call Automation function.
Click on Call automation from the menu.
Note: Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more in detail about Call automation here.
13. Select Without Approval type and select workflow from the Select Workflow field.
As you have not created any workflows yet, click on the Go to Workflow Builder link to create a workflow.
Note: Although we recommend you follow the next instruction in order to continue the onboarding flow, you may refer this help doc to learn more in detail about how to create an app workflow here.
Note: Also, there are two types of app workflows. With Approval and Without Approval. Free plan does not include workflows with approval as it is a premium feature and is available only in Pro Plan. To Know more about Approval here.
14. You will be navigated to Workflow Builder page where you can create an app workflow from scratch, or you can download pre-built workflow from marketplace.
15. Let’s download pre-built workflow from the marketplace by clicking on the Download from Marketplace button.
16. Select the workflow category and chose the application. For unlock account usecase we select Access Management and Microsoft Azure AD.
17. Choose the workflow you want to download from the list of available workflows I.e., Unlock account in Azure and click on Download button to download the workflow.
You can view the workflow details of the workflow as shown in the image below.
18. Click on Yes in the download confirmation pop up.
19. Workflow will be downloaded to Drafts page in Workflow Builder.
20. Hovering on to the warning icon on the workflow card displays the missing connection details.
Click on the Unlock Account card to connect the workflow with your Azure AD app.
21. Clicking on the card opens the Workflow builder page to connect the application.
Click on Ok button to continue.
22. 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.
23. Once the Azure AD app is connected, click on the Save button.
Note: All the required workflow input fields are pre-filled. No changes required.
24. Click on Test to test the workflow.
25. Provide Enter User Email input field and click on Continue to test the workflow.
26. You can View the test status of workflow execution.
Note: You can click on Chatbot Triggered box to retest the workflow by updating the input field if required.
27. Click on Close button to close the test panel.
28. Click on the Activate button to activate the workflow. And select Yes on the confirmation pop-up.
29. Click on Back button.
30. Click on Create Dialog button to add this workflow in the unlock account dialog.
31. You will be navigated to Dialog page.
Click on Unlock Account dialog to add the unlock account app workflow.
32. Click on Call automation from the menu to add the created app workflow.
33. Select the Unlock Account workflow from the list.
34. In Call automation popup, provide Name this workflow to name the workflow.
Click on Workflow inputs to open Variable picker popup.
35. Select the workflow input field as User_Email from the Variable Picker pop up. Select
Note: Recall in step 11 previously, you had created User_Email in Verify user details function.
36. Click on Save.
37. Workflow success and Workflow failure sub dialogs will be automatically created to handle the workflow execution scenarios.
38. Next step is to build the conversation flow for workflow success and failure scenario.
Click on Send message under success.
39. Send message to user after successful execution, confirming the chatbot has resolved their issue.
Type your message in the Message field in Send message popup. And click Save.
40. You can exit the conversation now by using Exit conversation.
Click on Exit conversation.
Note: Although you can continue building the conversation using Menu options to ask the user if the user needs any further assistance, lets stick to the onboarding flow and move to the next step.
41. Provide Exit Message in the field. And make sure the Get user feedback upon exit toggle is turned on.
42. Repeat the steps from 38 to 41 similarly to build the Failure scenario.
43. Click on the Back button.
44. Clicking on Back button will present information on Welcome and Fallback dialogs.
- Welcome dialog: You can update the bot’s welcome message (to the user) from the welcome dialog.
- Fallback dialog: You can update your bot’s fallback message (when the bot does not recognize user input) from the fallback dialog.
Note: These are default dialogs and the instructions below to update the Welcome and Fallback dialog are intended to help you accomplish the minimum required for onboarding. You can add more customization to these dialogs although at this stage it is not recommended as it may break your onboarding flow. learn more about these dialogs here.
45. Update the bot welcome message by clicking on the Welcome dialog card.
46. You are navigated to Chatbot builder page with several options to build the welcome conversation flows. Click on the Send Message function.
47. Add your welcome message in the Message field (to greet the user) and click on Save.
48. You can see how the Send Message looks like in the conversation flow.
49. Click on Back button to continue to next step.
50. Click on Ok button. You are done updating the Welcome dialog.
51. Similarly, setup the fallback message (to the user if bot doesn’t recognize the user query) by clicking on the Fallback dialog card.
52. You are navigated to Chatbot builder page with several options to build the Fallback conversation flow.
Click on the Send Message function
53. You can add multiple messages in the same Send Message function to show different message each time the bot failed to recognize user query.
Click on Save.
54. Click on Back button to continue to next step.
55. Click on Ok button and you are done updating the Fallback dialog.
56. Next step is to test the bot by clicking on the Try Me button as shown below.
57. You can see that the bot greeting you with the Welcome message that you configured in the Welcome dialog.
58. 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: Refer step 5 on the examples you had provided on user utterances. You can also use unlock account, unlock etc. in your Try Me chat. Our NLP process different user variations, typos etc. using learning model to recognize user intention.
59. Chatbot will recognize the user intent and execute the Unlock Dialog as shown below.
60. You can test the conversation flow you have built 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.
61. Click on X to close the Try Me.
62. Click on Publish button to publish the bot, so you can deploy the bot in your chat channels for your end users to use.
63. Click on Ok button to confirm and publish the chatbot.
64. 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.
65. Clicking on chat channels button 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.
66. 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 for your bot.
More about creating conversations or dialogs here.
More about creating FAQs here.
