Creating a Simple Chat Bot Creating a Simple Chat Bot

Creating a Simple Chat Bot

Daiana Gallardo Daiana Gallardo

Overview

Chat Bots are used to send a text message to a user in a journey. They can be used as a trigger to start a journey, be started from an action chain on a web page, or even through an event in Airkit. Chat Bots are used to provide an alternative way to interact with users, that depending on the use case, can be more effective than following a Journey purely on a Web Flow.

Preparing the Web Page for the Chat Bot

The simplest example is to create a Chat Bot triggered from a Web Page, displaying information from the fields and to a phone number previously stored by the App.

Since the Chat Bot is triggered from a Web Page, first a simple form must be created.

In this example, the user will complete the form with their name and phone number and, when clicking on the “Track my order” button, an SMS will be sent to their phone number.

simplechatbot1.png

Three Actions must be added to the button for it to trigger the Chat Bot:

  1. Set Actor: to set the variable that will indicate the App to which number the Chat Bot must be sent.
  2. Initialize Actor: to set the values for the current Actor in the Journey.
  3. Start Chat Bot: to run the selected Chat Bot.actionsok.png

Creating the Chat Bot

Chat Bots are created from the Activity Builder section. 

Click on the '+' sign next to the Chat Bot component and then click on New.

createchatbot.png

Select Decision Menu and type the text that the SMS will display. To include the user’s name in the text, select Expression and enter the input Variable previously created in the Web Page for the “Name” field.

Then enter the Decision Options the user will receive upon following the Chat Bot indications. 

decisionmenu.png

We recommend adding transparent naming to all Chat Bot components to easily connect the Decision Options to each expected result.

Further Reading

This is a simple introduction to Chat Bots, for further information read:

 

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