How to build Chatbot

After successfully setting up your EnableX projects, creating a workspace, and linking these projects to the workspace, you are now all set for the next crucial step: initiating the chatbot creation process.

Process of Creating to Deploying Chatbot Engine

On the chatbot portal, within the designated workspace, you can manage the entire lifecycle of your bot, from its creation all the way to its deployment.

Create Chatbot

You can create a Chatbot in one of the following Three ways:

  1. Use a Predefine call flow Template: You can use ready-made chatbot templates that come with example content and settings. It is a quick way to set up your chatbot.
  2. Build from Scratch using Empty bot template: Using the EnableX Engage canvas, you can also start completely from scratch.
  3. Importing an Existing Chatbot: If you want a chatbot similar to one that is already there, you can just make a copy of it. Then you can change the copy to fit your needs.

To create a Chatbot within a workspace, do the following:

  • In the Dialogs Dashboard, go to the **My Workspace **section and locate the Workspace you wish to create a bot with.
  • Click on ACTION dropdown next to the workspace.
  • Select Dialogs Panel from the dropdown options.
  • You will be redirected to the Dialogs Portal.

Dialog Portal

There are two methods to create a bot: either by creating a new bot or by importing an existing one. Let's begin with creating a new bot.

Create Chatbot: Template

Users can create a Chatbot by using pre-designed templates offered by EnableX. To create a chatbot using these templates, follow these steps:

  • Navigate to the dialog portal and click on the Create New Bot tab to initiate the bot creation process.
  • In the Set Up Your New Bot interface, enter the Bot Name and upload an Avatar Image for the bot, and then click Next button.

Setup New Bot

  • In the Select Communication Channel(s) for Your Bot interface, choose the desired communication channels/services for your bot and click on NEXT button.
  • The WebChat channel is always active by default.

Select Communication Channel

Note: You can select multiple communication channels for a single bot. If you do so, ensure all these services are included in one EnableX project that is already linked with the Workspace. Note: This interface will appear only if you select a communication channel/service other than WebChat. If you choose only WebChat, this interface will be skipped.

Link Bot with Project

  • Select the desired EnableX Project from the dropdown list of projects linked with this workspace and click on **NEXT **button.

Note: If you choose a communication channel but have not linked any active EnableX projects supporting that channel to the Workspace, the dropdown will not display any projects to select. Note: You can always update your linked projects and communication channel/service of the bot through the configuration option. For more detailed information, please read Bot Configuration.

  • In the Select Your Bot's Template interface, select the predefine call flow template.
  • Alternatively, you can select the Empty Bot template to design your call flow from the scratch.

Select Bot Template

  • Once you made your template selection, Click on Save button.
  • Your bot is created and will be listed in the inventory of the bot list on the workspace.

Bot Inventory

Note: The newly created bot will be in the draft stage. To execute further operations, switch the status from Draft to Published by toggling the corresponding button.

Create Bot from scratch

Users can create a chatbot by using an empty bot template. To create a bot from scratch, you need to follow the same steps as you follow for Create Chatbot Using a Template. At the time of template selection, Select Empty Bot template.

  • In the Select Your Bot's Template interface:
    • select Empty Bot Template from the available ready-made templates.
    • Click on **Save **button.

Bot template

  • This bot will be listed in the bot inventory within the Workspace.

Note: The newly created bot will be in the draft stage. To execute further operations, switch the status from Draft to Published by toggling the corresponding button.

Create Chatbot by Importing a Bot

Users can create a Chatbot by importing a previously exported/archived chatbot.

To create a chatbot by importing the bot, follow these steps:

  • Navigate to the Dialogs portal and click on the Import Bot tab to initiate the bot import process.

Import Bot

  • In the Import bot from archive interface:
    • Provide the name of the bot in the Bot Name field.
    • Browse and upload the Archived Bot and click on Import Bot button.
  • Your bot is Imported and will be listed in the inventory of the bot list on the workspace.

Note: The bot is imported with the default Web channel and does not have any additional services, regardless of whether the exported bot had them.

To configure the additional services offered by EnableX into your bot, follow these steps:

  • In the bot inventory select the imported bot.
  • Navigate and click the Config icon next to the selected Bot.

Import Bot-configuration

  • This action will open the Bot's configuration.

configuration Options

  • From the configuration options, select Communication Channels.

Communication configuration

  • Select the desired communication channels/services for your bot and click on Save Changes button.

Note: You can select multiple communication channels for a single bot. If you do so, ensure all these services are included in one EnableX project that is already linked with the Workspace.

Link Project

  • The Link your bot to EnableX Project section will appear, allowing you to link your bot with the EnableX projects associated with the workspace.
  • Select the desired EnableX Project from the dropdown list of projects linked with this workspace and click on Save Changes button.

Note: If you choose a communication channel but have not linked any active EnableX projects supporting that channel to the Workspace, the dropdown will not display any projects to select.

All set! The additional services/communication channels have been incorporated into your imported bot.

You can also update other configuration settings for the imported bot like Bot thumbnail, general settings etc. For more details please read Bot Configuration

Edit Chatbot Flow

Users can edit the chatbot flow of the existing bot. To edit your chatbot flow, follow these steps:

  • Select the Botwhose flow you want to edit.
  • Next to the Bot Name, click the ellipsis/three dots and select Edit Bot Flow from the available options.

Edit Bot

  • The Bot flow builder will open.

Edit Bot

Alternatively, you can access the chatbot flow builder for editing the bot flow by clicking on the bot's name.

Edit Bot

  • Edit the existing flow of the bot as needed.

For more information on how to edit the chatbot flow, refer to the Designing the Chatbot Flow section.

Train Chatbot

Once you create or edit the bot flow, you need to train the chatbot by Enabling it to understand user queries and provide accurate responses through training. To Train the chatbot, follow these steps:

  • Open the Bot flow Builder.
  • At the top right of the bot canvas, click on Train Chatbot button. Your chatbot is now ready for conversation.

Train Chatbot

Test Chatbot

Use Bot Tester to verify the chatbot's conversation flow before deployment. This ensures the bot functions according to specifications. To interact with your chatbot, follow these steps:

Path-1

  • Navigate and select the Bot whose conversation flow you wish to test, and click on Open Chat icon next to it.

Test Chatbot

  • A bot conversation window will open.
  • Interact with the chatbot to understand the flow and features.

Path-2

  • Open the Bot Flow Builder.
  • Navigate and click on Bot Tester icon. A conversation pane will open.
  • Interact with the chatbot to understand the flow and features.

Test Chatbot

Options available with Bot Tester

Test Chatbot

  1. Reset Conversation: This option allows users to clear the current test conversational state and start a new test conversation.
  2. Delete Conversation: This option allows users to permanently delete a specific conversation from the test history.
  3. Download Conversation: This option allows users to download the transcript of a specific conversation in a readable format, such as a text file.

Deploy Chatbot

When your chatbot is ready, you can deploy it on the desired platforms to make it available for users. Follow these steps to deploy your chatbot:

  • Navigate and select the Bot you want to embed on your website.

Note: Make sure your bot is in Published state as only published bots can be rendered on a website. It the bot is in Drafted state, web client will not render it.

  • Click on the** ellipsis/three dots** next to the bot to expand the options menu.
  • Choose Code Snippet to retrieve the embedding code.

Deploy Chatbot

  • A popup window Code Snippet will appear.
  • In the popup window, Click on Copy to Clipboard button to copy the deployment link.
  • The embedding code is now copied to your clipboard and is ready for use on your website.

Once you have copied embedding code, you can integrate the bot into your website.

  • Paste the copied Deployment link into the appropriate section of your website, application, or platform where you want the chatbot to appear. Insert the previously copied embedding code there. This is done within the HTML source code or through a web content management system.

Delete Chatbot

If a chatbot is no longer needed, you can delete it. Please note that deleting a chatbot is a permanent action and cannot be undone. To delete a chatbot, follow these steps:

  • Navigate to the Bot Dashboard where all your bots are listed.
  • Identify and select the chatbot you wish to delete.
  • Click on the ellipsis/three dots associated with the bot to expand the options menu.
  • Choose Delete to permanently delete the bot.
  • Confirm your action by clicking on Yes button on the confirmation popup.
  • The bot will be removed from the Bot Dashboard.

Delete Chatbot