Creating a bot

This is an overview of how you create a bot:

  1. Click Designer on the menu bar and then click Create Bot.
  2. As a minimum, enter the name of the bot. This name is for internal use only. Click OK.
    The other tabs are for configuring the bot.
  3. Define the conversation flow and logic of the bot by dragging interactions on to the Canvas. Choose from the following interaction types:
    Question Use questions to identify the user's interests and direct them down the path that is most likely to meet their objectives for using the bot. The bot will not continue until the user answers with one of the expected responses.

    For more information about when to use questions, see Working with questions.

    Message Use messages to provide information and feedback for the user. Once the message is sent the bot will wait for the user to initiate something else. You can set up a series of messages. In this case, the bot can pause between messages while the user reads the message.

    For more information about when to use messages, see Working with messages.

    Card Similar to messages but provide an alternative display format for buttons that scroll horizontally. Each button can contain an image and a short message.

    For more information about when to use cards, see Working with cards.

    For more detailed information, see Choosing the type of interaction to use.
  4. Enter some basic details:
    Name Enter a name that describes the purpose of the interaction. The name is used as a label on the canvas.
    When we receive Enter the user responses that will cause the bot to run the interaction. Separate responses with commas. The letter case is ignored so hi, Hi and HI are all the same.
    Send to user Enter what the user will see when the bot receives one of the responses you entered in the When we receive field. For example, when the bot receives hi from the user, it will send back the text you enter in this field.
  5. The next step depends on the interaction type:
    • For a question, set up the expected answers. There are different answer types. See Questions for details.
    • For a message, nothing further is required. But depending on the bot you may want to tell the bot what to do next (the Next field) or add optional buttons. There are different types of button. See Buttons for messages.
    • For a card, link the card to the action that provides the card details. See Card details.
  6. Click OK to save the bot.
  7. Test the bot using the Live Preview. See Previewing the bot.