If you have selected this option, you will start building your bot by creating or automating your FAQs.
1. Clicking on Get Started button below the FAQ will navigate you to Create FAQ popup.
2. Provide the details such as Name, Description, User Queries, Answer and Next step and click on Save button.
Note: In this example we have selected Exit from conversation under Next step. This means the bot will exit the conversation after responding to user 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 on how to create an FAQ here.
3. Clicking on Save button will save the FAQ and present information on Welcome and Fallback dialogs.
a. Welcome dialog: You can update the bot’s welcome message (to the user) from the welcome dialog.
b. Fallback dialog: You can update your bot’s fallback message (when the bot does not recognize user input or response) 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 these dialogs here.
4. Update the bot welcome message by clicking on the Welcome dialog card.
5. You are navigated to Chatbot builder page with several options to build the welcome conversation flows.
Click on the Send Message function.
6. Add your welcome message in the Message field (to greet the user) and click on Save.
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.
7. You can see how the Send Message looks like in the conversation flow.
8. Click on Back button to continue to next step.
9. Click on Ok button. You are done updating the Welcome dialog.
10. Similarly, setup the fallback message (to the user if bot doesn’t recognize the user query) by clicking on the Fallback dialog card.
11. You are navigated to Chatbot builder page with several options to build the Fallback conversation flow.
Click on the Send Message function
12. You can add multiple messages in the same Send Message function to show different message for each time the bot failed to recognize user query. The variation is to break the monotony.
Click on Save.
13. Click on Back button to continue to next step.
14. Click on Ok button and you are done updating the Fallback dialog.
15. Next step is to test the bot with created FAQ, Welcome and Fallback dialogs by clicking on the Try Me button as shown below.
16. You can see that the bot greeting you with the Welcome message that you configured in the Welcome dialog.
17. Next, to test your FAQ, type one of the user queries you added while creating the FAQ in Try Me chat and click on enter.
18. Chatbot will respond with the answer and exit the conversation as you configured in the Create FAQ pop up.
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 use Try Me here.
19. Click on X button to close the Try Me after testing the chatbot.
20. Click on Publish button to publish the bot, so you can deploy the bot in chat channels for your end users to use.
21. Click on Ok button to confirm and publish the chatbot.
22. Click on Chat Channels to start deploying the bot in your chat channels
Note: You can click on Cancel button to continue building more FAQs and or conversations but it may break your onboarding flow, so recommended to complete the onboarding flow first by clicking on Chat Channels.
23. 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 your webpage.
Depending on your preferred chat channel, you can follow the steps to deploy you bot mentioned in our help Doc here.
24. 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 FAQs or add conversations to your bot
More about creating FAQs here.
More about creating conversations or dialogs here.
