A
| Abandoned | A chatbot session that is abandoned by the end user. |
| Absolute Value | Use this to convert the number to Absolute value in Functions pop up |
| Account | Using this page, you can go to the Profile Setting page where you can modify the Profile preferences and also change your password. |
| Accounts | Shows the list of available connected accounts to the selected application in the Add Action function. |
| Action Summary | This field summarises the configured action in the Add Action function. |
| Activate | Using this button, you can activate the workflow you have created. |
| Active | This page from the Workflow Builder contains all the workflows in the Active stage. |
| Active agent channels | This report from the Chatbot Summary shows the total number of active agents channels for the agents to communicate with end-users. |
| Active Agent sessions | This report from the Chatbot Summary shows the total number of active users communicating with the agents right now. |
| Active bot channels | This report from the Chatbot Summary shows the total number of bot active channels that are available for end-users to communicate. |
| Active Users | This report from the Chatbot Summary shows the total number of active users communicating with the bot right now. |
| Adaptive card | Using this function, you can display information in a well structured card format. |
| Add Action | Using the Add action option while creating a workflow, you can create an action or task in application. E.g unlock account in Azure AD |
| Add Approval | Using this functionality in the Workflow Builder, you can add and configure the chatbot to ask for the manager’s approval before performing a particular action. E.g approval from the manager before unlocking an account. |
| Add Condition | Using the Add Condition option while creating a workflow, add a condition for an action to get executed. It works on the If and Then principle. |
| Add For-Each | Using the For-Each function in the Workflow Builder, you can perform repetitive actions from a single workflow. |
| Add Function | Using this option, you can create a function under the Workflow Builder while building a workflow. Functions are used to manipulate the data from the previous actions output. |
| Add More | Using this button, you can add more synonyms to an Entity, examples to an Intent, or any other options in the Workativ Assistant. |
| Add Numbers | Use this to Add numbers in Functions pop up |
| Add Parallel Path | Using this option while creating a workflow, you can create upto 5 parallel paths in a workflow and create multiple actions that run simultaneously instead of a sequential execution. |
| Agent Escalated | A chatbot session that is escalated to an Agent. |
| Agent handover | Using this feature, you can make the chatbot handover the user’s session to the live agent. |
| Agent hours saved | This report from the Chatbot Summary shows the Agent time saved by the bot by auto resolving the user issues in the specific time period. |
| App Workflow Summary | This section from the Welcome page shows some of the fields from the Workflow Summary page such as Total Active Workflows, Total Workflow Executions, Total Successful Executions and Total Failed Executions. |
| Approval Executions | This shows a graphical representation of the total number of approvals, approved requests, rejected requests, and requests waiting for approval. |
| Approval History | This section under the Workflow Logs page contains the history information of all the Approvals you have created in the past. |
| Approval Inputs | Under this section, you can enter the inputs for the Approval such as Requester Name, Requester Email, Approval Title and more. |
| Approval reminder and expiry | In this section, you can select the frequency of sending the Approval Request to the approver if not responded to the approval and the time for the approval to expire if no response is received. |
| Approved | This report shows the number of approved Approvals. |
| Ask question | The option to add a question inside a dialog that prompts the user and waits for their input. The user’s input is then stored inside a variable. |
| Attachment type | Using this field, you can select the attachment type as Image, Video or File for the Upload Attachment function. |
| Auto Resolved | A chatbot session that is auto resolved by the chatbot. |
B
| Basic | This indicates the Basic plan of the Workativ Assistant. For more information on basic plan features, refer to our pricing page. |
| Bill Yearly | This shows that you will be billed yearly for a particular plan. |
| Bill Monthly | This shows that you will be billed monthly for a particular plan. |
| Billing | On this page, you can see the billing details and the plans |
| Bot Auto Resolved | This report from the Chatbot Summary shows the total number of bot sessions that are auto resolved by the bot in the specific time period. |
| Bot Chat Channel | This option from the Welcome page takes you to the Chat Channel page under the Omni-Channel module. |
| Bot Language | Using this option, you can select the language which your chatbot will recognize and understand. |
| Bot Sessions | It shows the status of chatbot sessions in terms of Auto Resolved, Agent Escalated and Abandoned. |
| Bot Summary | This section from the Welcome page shows some of the fields from the Chatbot Summary page such as Total Bot Sessions, Bot Auto Resolved, Agent Hours Saved and Cost Savings. |
| Bot Training | Using this option, you can go to the Chatbot Training page where you can train a particular chatbot for the user utterances with the relevant Intents and Entities. |
| Bots Home | Using this option on the Welcome page, you can go to the Chatbot homepage where all the chatbots are listed. |
| Button name | Using this field, you can add the name of the button to be added to the card as a link to performing a particular action. |
| By Dialogs | This is an indication for some reports in the Chatbot Summary that the data is specific to the dialogs of a chatbot. |
C
| Call automation | This function in a dialog can be used to call an app workflow and run it as a part of the dialog flow. It can be a workflow with or without approval. |
| Card Description | Using this field, you can add the description of the card to be displayed to the user in a conversation. |
| Card Title | Using this field, you can add the title of the card to be displayed to the user in a conversation. |
| Change Password | Using this, you can change your existing password. |
| Chat channel | Chat Channels are platforms or applications where you can deploy your chatbots, such as Slack, Microsoft Teams, or Chat Widgets. |
| Chatbot builder | Using this feature from the Workativ Assistant, you can create your customized bots by configuring its components like dialogs, FAQs, intents, entities and more. |
| Chatbot Logs | On this page, you can see the logs of all the activities related to Chatbots including the conversation, chat channel and more. |
| Chatbot Settings | On this page under a Chatbot, you can configure the messages you want to send to the user for particular scenarios. |
| Client ID | Client ID to be provided by the admin to configure the chatbot in MS Teams. |
| Client Secret | Client Secret to be provided by the admin to configure the chatbot in MS Teams. |
| Condition Inputs | Under this section, you can enter the inputs for the condition you want to set up. |
| Condition Summary | This field summarises all the conditions that you have added while configuring the function. |
| Configure your Agent | On this page, you can configure the message to be displayed to the user related to the Live Agent. |
| Configure your Assistant | On this page, you can configure the message to be displayed to the user related to the chatbot. |
| Connect Account | Using this button, you can connect to the account you have selected in the Connect Application section for the Add Action function. |
| Connect Application | In this section, you can connect to the application by entering its details in the Add Action function. |
| Contact Us | You can raise a support ticket by using the contact us form in the Support page. |
| Conversation | Conversation is a session that happens between the end user and the chatbot. |
| Convert to Lower Case | Use this to convert the text to Lowercase in Functions pop up |
| Convert to Title Case | Use this to convert the text to Title case in Functions pop up |
| Convert to Upper Case | Use this to convert the text to Uppercase in Functions pop up |
| Cost savings | This report from the Chatbot Summary shows the cost saved to the company by the bot by auto resolving the user issues in the specific time period. |
| Create App Workflow | This option from the Welcome page takes you to the Workflow page where you can create a new app workflow. |
| Create Connector | Using this option, you can create a connector in Workativ Assistant that helps you to connect to the on-prem application. |
| Create Dialog | This option from the Welcome page takes you to the Dialog page where you can create new dialog. |
| Create FAQ | This option from the Welcome page takes you to the Dialog page where you can create a new FAQ. |
| Create your workflow | Using this option, you can create your own workflow from scratch. |
| Custom variable | Using this function, you can create custom variables for storing the custom data in a dialog flow. |
| Cut Text | Use this to cut the text in Functions pop up |
D
| Data Formatters | Data Formats are used to convert the text to and from to Lower case, Upper case, Title case, Cut and Replace. |
| Data Operations | Data Operations are used to join and generate new output data from the output of previous action function. |
| Date | It displays the date and time of the created entry. |
| Date and Time Operations | Date and Time Operations are used to change the format of the date and time. |
| Date Format | Use this to format the date in Functions pop up |
| Date trained | The date and time on which the particular User Utterance (word) was trained. |
| Deactivate | Using this button, you can deactivate the workflow you have created. |
| Description | Provide a description to understand about the created function in detail. |
| Detail View | Using this option, you can view the dialogs on the page with details. |
| Dialog | This is the conversation that you create for the chatbot by combining intents, entities, and app workflows. |
| Display Randomly | Select this option on the Send Message pop up to instruct the chatbot to display the messages added inside the pop up in a random order. |
| Display Sequentially | Select this option on the Send Message pop up to instruct the chatbot to display the messages added inside the pop up in sequential order to the user during a conversation. |
| Divide Numbers | Use this to Divide numbers in Functions pop up |
| Download Connector | Using this feature, you can download the connector application for your operating system to connect your On-Prem application to Workativ Assistant. The connector will be used as the bridge between Workativ Assistant and your On-Prema applications in a secured way behind your firewall. |
| Download from Marketplace | Using this option, you can download a pre-built app workflow from the marketplace. |
| Draft | This page from the Workflow Builder contains all the workflows in the Draft stage. |
| Duplicate | Using this button, you can create a copy of the workflow and then modify it according to your requirement. |
E
| Edit | Using this button, you can edit the Workflow Name and Description after you have created the workflow. |
| End Tour | Using this link, you can end a tour of the features in Workativ Assistant. |
| Enterprise | Enterprise plan is a customised plan based on your requirement that comes with all the premium features. |
| Error | This field shows if there are any errors in the workflow execution in the Test run. |
| Examples | You can specify the different ways in which a user can input a query during their conversation with the chatbot by adding examples under the Examples page inside an Intent. |
| Execution Report | Using this feature, you can send a report of the execution details to the admin via email for both Success and Failure scenarios. |
| Exit conversation | Use this function to exit the chatbot conversation with the end user with or without collecting the feedback. |
F
| Failed Workflows | This shows the number of workflows which are executed but failed to execute the expected result. |
| Feedback | Feedback is used to collect the feedback of the chat session from the end user in the chatbot session. |
| Feedback | Under this section of the Settings page, you can configure the messages displayed to the users related to the feedback. |
| Field name | Using this field, you can add the name of the field to be added to the card to be displayed to the user. |
| Filter | Using this option, you can filter the workflows to view All workflows, Draft workflows, Inactive or Active Workflows. |
| Filter by | Using this field in the Chatbot Logs, you can filter the logs either by specific sessions like Resolved, Escalated, Abandoned or all Sessions. Similarly you can filter the logs based on specific user email or all user emails. |
| For-Each inputs | In this section, you can enter the inputs for the For-Each function. |
| For-Each Summary | This field from the For Each function summarises all the conditions that you have added while configuring the function. |
| Free | This indicates the Free plan of Workativ Assistant with all the features that is required to build a chatbot with AI and Automation capabilities.. |
G
| Get user feedback upon exit | Turn this toggle button in the Exit Conversation function ON if you want to ask the user for feedback and turn it OFF if you don’t. |
| Group by | In the Chatbot Logs, you can select Sessions or User Email as the options to filter the results using the Group By menu. |
H
| Help | Using this icon, you can navigate to the relevant help document available for a particular feature. |
| Hide advanced options | Using this button, you can hide the Advanced Options configuration part from the Verify User Details function configuration window. |
| How to | Using the link under this section, you can navigate to the Workativ Assistant Help Documentation page. |
I
| Icon View | Using this option, you can view the dialogs as icons only. |
| If user queries | Using this field, you can add the question you expect the user to ask the chatbot for an FAQ. |
| Inactive | This page from the Workflow Builder contains all the workflows in the Inactive stage. |
| Irrelevant | This label indicates that a particular user utterance is not mapped with any Intent or Entity. |
J
| Join and Generate Data | Use this to Join and generate a new output value to get the combination of data in a single context variable. |
| Jump here and execute this dialog | If you select this option from the Jump To function in a dialog, the chatbot will jump and simply execute the dialog without checking any condition. |
| Jump here and recognize dialog | If you use this option from the Jump To function in a dialog, the chatbot will jump and validate the dialog condition based on the last input received in the chat by the user. |
| Jump here and wait for user input | If you select this option from the Jump To function in a dialog, the chatbot will wait for the user’s input before it jumps on to the specified dialog’s node. |
| Jump to | The Jump To function allows you to direct the flow of a conversation to another dialog. You can use this functionality to break the flow of a dialog. |
| Jump to specific dialog | Using this option, you can make the chatbot jump to a specific dialog after responding to a user’s query. |
L
| Last Published | This field from the Chatbot Home page shows when the chatbot was last published. |
| Least used approvals | This report shows the names of the workflows with the least used approval and the number of times it has been used in a descending order. |
| Least used workflows | This report shows the names of the least used workflows and the number of times they have been used in an ascending order. |
| Linked with workflows | This shows the list of workflows connected to the on-prem connector. |
| Logo URL | Using this field, you can add a link to a Logo image that will be displayed in the card in a conversation. |
| Logout | Using this function, you can log out of your Workativ Assistant account. |
| Logs | This page from the Workflow builder contains information about all the events related to the App Workflows at one place. |
M
| Manage Users | Add or update the admin access to the Workativ Assistant product in the Manage Users page. |
| Mark all as read | Using the Mark all as read option, you can mark all the notifications as read. |
| Marketplace | In this section, you can download the pre-built chabots and app workflows and modify them according to your requirement. |
| Match Regular Expression | Use this to match the text to regular expression in Functions pop up |
| Menu option | This is a functionality in the Dialog creator that allows you to present an option-based prompt to the user. You can provide multiple options and set values for each one of them. |
| Message Endpoint | This field provides the message endpoint to configure the chatbot in chat channels. |
| Messages to display on chat channels | Under this section of the Settings page, you can configure the messages displayed to the users to interact with the chatbot. |
| Most used approvals | This report shows the names of the workflows with the most used approval and the number of times it has been used in an ascending order. |
| Multiply Numbers | Use this to Multiply numbers in Functions pop up |
N
| Name | Provide a Name to create functions like Intent, Entity, Dialog, FAQ, Workflow etc. |
| New | View all the new notifications in the Workativ Assistant product that involves the actions performed by admins. |
| Next step | Using this step, you can configure what has to be done after answering the user FAQ. I.e Exit the conversation or Jump to a specific Dialog. |
| No data available | It shows when there is no data available to display. |
| No. of examples | It shows the number of examples that have been added to an Intent. |
| No.of Values | It shows the number of values that have been added to an Entity. |
| Number Operations | Number operations are used to modify the number values like Add, Substract, Round Off, Divide, Multiply Etc. |
O
| Old | View all the old notifications in the Workativ Assistant product that involves the actions performed by admins. |
| On-prem connect | Using this feature, you can connect Workativ Assistant to applications which are available on your premises. |
| Output | This section from the Variable Picker pop up contains the output of previously executed actions or functions to use in the next function. |
P
| Pro | This indicates the Pro plan of Workativ Assistant which includes premium features. |
| Product Support | Using this link on the Welcome page, you can go to the Contact Us page and create a support ticket to the Workativ team for your query. |
| Profile | On this page, you can find your details of the logged in user. |
| Profile Setting | On this page, you can modify your details for the account such as First Name, Last Name, Mobile Number, User Email and more. |
| Publish | You can use this button on the chatbot page to publish the chatbot you have created. |
| Published | This field from the Chatbot Home page shows whether the chatbot is in the Published state currently or not. |
Q
| Question with multiple options | Using this section of the Ask a Question function, you can add multiple choice questions for the chatbot to ask the user. |
| Quick Start with | Under this section on the Welcome page, you can find the links to the important sections of the Workativ Assistant at one place. |
R
| Realtime Status | This will show you the real time status of the chatbot in terms of the number of users interacting right now. |
| Redirection URL | This field provides the redirection url to configure the chatbot in chat channels. |
| Regex | Regex is regular expression which is used to search the relevant term or data from a bunch of data. |
| Rejected | This report shows the number of rejected Approvals. |
| Remove Account | Using this button, you can remove the account you have connected to in the Connect Application section for the Add Action function. |
| Replace Text | Use this to replace the text in Functions pop up |
| Restart | Using the Restart option in Try Me, you can reset the test chat and start a fresh conversation. |
| Round off Number | Use this to Round off numbers in Functions pop up |
S
| Save user response as | In this field, you can enter the name of the variable which can be used to save the user’s input. |
| Search | Using this field, you can search the desired item such as Entity, Intent, Dialog, or Workflow. |
| Select Action | Using this field, you can select the action you want to perform with the selected application from the drop-down menu. |
| Select Application | Using this field, you can select the application from the drop-down menu that you want to connect to for the Action. |
| Select Plan | You can select the desired plan using this section according to your requirement. |
| Send message | Use this function if you want the chatbot to send a message as a response to the user who is interacting with the Chatbot through this option. |
| Session expiry | Under this section of the Settings page, you can configure the messages displayed to the users related to the session expiry. Also, you can set the duration after which the session will expire. |
| Session Status | This column in the Chatbot logs page shows the status of the session as Resolved, Escalated or Abandoned. |
| Sessions | A session is a conversation flow that happens between the end user and the chatbot.Sessions in Chatbot are segregated into 3 types. (Auto Resolved, Agent Escalated or Abandoned.) |
| Set Values | You can set up custom values to pass it to the chatbot while testing the dialog flow using Try Me. |
| Show advanced Options | Using this button, you can view the Advanced Options which can be used to configure the actions for Admins if the user provides either incorrect information or any other intent. |
| Show by | Use this drop-down menu to select the duration for which you want to see the data. |
| Show tour | Using this link, you can start a tour of the features in Workativ Assistant. |
| Sign in | Using this option, you can sign into your existing Workativ Assistant account. |
| Sign Up | Using this option, you can create a new account in Workativ Assistaant. |
| Simple Question | Under this section of the Ask a Question function, you can add a simple question for the chatbot to ask the user. |
| Sort | Using this option, you can sort all workflows by date or by name, on the All Workflows page. |
| Standard | This indicates the Standard plan of Workativ Assistant with pay as you go feature which allows the chatbot continue to work after exceeding the execution limit. |
| Start and wait for approval | This feature from the Approval will start the approval execution and wait till it receives the approval response from the assignee. |
| Start Workflow if | This represents a condition based on which the workflow is triggered. |
| Status | This field from the Test page shows the status of the test execution as Success, In Progress, or Failed. |
| Subtract Numbers | Use this to Subtract numbers in Functions pop up |
| Success Workflows | This shows the number of workflows which were executed successfully. |
| Synonym | Synonym is a different version of a particular value added for the Entity. |
T
| Tenant ID | Tenant ID to be provided by the admin to configure the chatbot in MS Teams. |
| Test | Using this feature, you can test run your workflow to check if there are any errors. |
| Then | This represents the action to be performed if the Start Workflow If condition is satisfied. |
| Then answer with user | Using this field, you can enter the answer to the question you have added while configuring an FAQ. |
| Token | Token is the key that is used to build a connection between the Workativ Assistant and the On-Prem application. |
| Total Active workflows | This report from the Workflow Summary shows the total number of workflows in the Active state. |
| Total Approvals | This report from the Workflow Summary shows the total number of approvals executed. |
| Total Bot Sessions | This report from the Chatbot Summary shows the total number of bot sessions that happened between bot and user in the specific time period. |
| Total Bot Users | This report from the Chatbot Summary shows the total number of unique users who interacted with the chatbot in the specific time period. |
| Total successful executions | This report from the Workflow Summary shows the total number of successful workflow executions. |
| Total Workflow executions | This report from the Workflow Summary shows the total number of workflow executions. |
| Train with appropriate entity | Using this feature, you can map the desired User Utterance with an existing Entity and its value of your choice. |
| Train with intent | Using this feature, you can map the desired User Utterance with an existing Intent of your choice. |
| Triggered by chatbot | This represents that the workflow is triggered by the chatbot only. |
| Try Me | The Try Me option in the Dialogs section allows users to test out dialog flows and thereby also testing out the intents, entities, and workflows that have been created. |
| Try Me | The Try Me option in the Dialogs section allows users to test out dialog flows, FAQs and thereby also testing out the intents, entities, and app workflows that have been created. |
| Type your question | In this field, you can enter the question you want to ask the user. |
U
| Unpublish | You can use this button on the chatbot page to unpublish the chatbot you have created. |
| Upgrade Plan | Using this option, you can upgrade your existing plan for your Workativ Assistant account. |
| Upload attachment | Using this function, you can make the chatbot allow the user to attach a file during the conversation. |
| User details | User details like First Name, Last Name, Email Id will be collected from the chat channel when a user interacts with the chatbot. |
| User utterances | User Utterances are the words used in user query to chatbot which can be used for training the chatbot for better performance. |
V
| Value | In this field, you can enter the value to the stored in the respective context variable if the user selects the displayed option and send it back to the chatbot to recognise. |
| Variable name | Using this field, you can specify the name of the variable you want to use to store data. |
| Variable Picker | Variable Picker is the collection of all the context variables available in the system, including the system variables and the custom variables that collected from the user in chat, provided by the executed workflow. |
| Verify | Using this button, you can verify your phone number via an OTP which is sent to the entered mobile number. |
| Verify user details | This function in a dialog can be used to specify an intent or an entity that a user’s input must satisfy before it can be stored inside a variable. |
| Version | Version represent the version of the action. An action can have multiple versions to it. If a new update is pushed to the existing actions, it will be created as a new version. Which helps the new and previous versions of the action to work. |
W
| Waiting for approval | This report shows the number of approvals which are yet to be approved. |
| Workflow Logs | This page from the Workflow builder contains information about all the events related to the App Workflows at one place. |
| Workflow failure | This is a sub-dialog created for the Call an Automation function to handle the condition if the workflow fails to execute successfully. |
| Workflow success | This is a sub-dialog created for the Call an Automation function to handle the condition if the workflow is executed successfully. |
| Workflow Summary | Summary is a collection of graphical and textual reports of all the data related to the App Workflows. |
| Workflow type | Using this field, you can select the workflow type as With Approval or Without Approval for the Call Automation function. |
Y
| Your current plan | This shows the current plan you subscribed to. |
| Your journey | This feature from the Welcome page represents the segments that the user has completed or have used successfully, such as creating a bot, creating an FAQ, testing your bot, and more. |