UserGuide v0.73 EN
UserGuide v0.73 EN
2021
Summary
1. My first Bot 4
2. Types of bubbles 11
Text bubble 12
“Quick replies” bubble 12
Media bubble 14
Button bubble 14
Carousel bubble 17
List bubble 18
3. Automations (mapping of the bubbles) 20
Direct linking 20
Text data input processing 20
Invisible Bubble 21
Triggered actions 22
4. Data 23
Creation of variables 23
Data Operations 25
5. Artificial Intelligence 27
Connect your Dialogflow account 27
Set up NLP 29
6. Templates Management 31
Template creation 31
Template Import 32
7. Chatbot deployments 33
Test 33
Facebook Deployment 34
Web Deployment 36
Script Integration 40
8. Configuring an API call 41
Request configuration 41
Using bot with API 43
Storage and use of response data 49
Storage in an object 49
Storage in a list 51
9. Third party products 54
Create a zap to receive the data by email at the end of the bot 54
Facebook ads 56
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1. My first Bot
We are going to create together our 1st Web bot!
● You have the possibility to use a template depending on your use case, or begin with an
empty bot.
● When you open the new bot, there is already a “Hello” bubble. Click on it on the left list :
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NB: don’t choose any “check format” or any “bubble if invalid”. When the user responds to this
question, the bot will save their response as “name”
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Erase the introductory text and click on the button on the right to insert a data key:
Select @name then add a space and type “, are you already a customer?”.
NB: The bot will use the name previously given by the user.
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● Select the bubble “customer button” in the left column, then select the button model.
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● Select the bubble “customer offer” in the left column, then select the “Carrousel” model:
NB: no need to delete or modify the intro text, that is used only for Google bots.
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NB: You can use the bot in the space without deploying the bot on the internet.
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2. Types of bubbles
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Text bubble
In the case of a web bot, you can use some html tags:
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For each button of quick replies, you can modify the text and choose an icon by indicating the
URL of it (or simply upload it with the attachment icon).
The target bubble is the one that will be displayed after the choice of this response by the user of
the bot.
NB: You can directly create a new bubble and choose it (you will be able to modify this bubble
later on).
The data handling section allows you to save some information (text-based or numerical) or to
generate some calculations on some data (see section: 4. Data).
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Media bubble
The bubble displays only the media together with a button (optional).
If you want to add some text, you will have to create another bubble before or after.
Button bubble
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In the case of a bot on Facebook messenger, we also choose the size of the display window:
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3. Authentication button
4. Call button
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Carousel bubble
For each element, you can modify the title, the subtitle, the image by indicating the URL of it
NB: it is recommended to put up the images rather than get them from an external site.
* the target bubble is the one that will be displayed after the choice of this response by the user
of the bot. You can directly create a new bubble and choose it (you will be able to modify this
bubble later on)
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List bubble
For each element, you can modify the title, the subtitle, the image by indicating the URL of it.
* the target bubble is the one that will be displayed after the choice of this response by the user
of the bot. You can directly create a new bubble and choose it (you will be able to modify this
bubble later on)
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You can change its title and enter the URL to which the
user is sent.
In the case of a bot on Facebook Messenger, we also choose the size of the display window:
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Direct linking
Here, we will decide what to do with the entry of the user who responds to our bubble.
Detect Words
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Fallbacks
Invisible Bubble
It is possible to create an invisible bubble, it means a bubble that will not appear in your
conversation, in order to shift the conversation or to perform operations on data keys.
NB : your bubble becomes invisible when you let it on the “invisible bubble” icon.
Then you must not let this bubble on another section, nor let a bubble which is not
invisible on the “invisible bubble” section.
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You can switch your chatbot responses depending on the refill of certain conditions that you can
define : exist, does not exist, equal to, less than, different from, etc.
If the condition is TRUE, you can move to the next comparison or go to the bubble of your choice.
If the condition is FALSE, you can move to the next comparison or go to the bubble of your choice.
Data modifications
NB: you can also send your bubble information to an external API. Check out our section
Configuring an APi call for more information.
Triggered actions
Send an email notification
It is possible to send an email notification to the email address of your choice, in order to be
informed of an action made by a user on your chatbot.
This could be the arrival of a new lead, collect information concerning a customer, be informed
that a customer wants to contact the support, etc.
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4. Data
Creation of variables
It is possible at any time in the bot to create "Data", that is to say to store values in variables.
For example :
You will then have access to the list of existing variables and the possibility of creating new ones:
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- Conversation data:
This data is unique to each user of the bot.
You can create data keys to save data like the first name, the last name, the company, the line of
business of the user via text data input processing > save user's text input, or via Data
Operations.
- Bot data:
Each data is the same for all conversations.
You can create data keys to save data like the number of users working in a
particular sector, via Data Operations.
It is important to indicate the type of data (text, number, boolean) for each
key to perform the operation.
- System data:
They are automatically filled according to the deployment channel.
You can then modify its name, the type of value as well as its
value in the case of bot data.
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NB: The keys names must not contain spaces or special characters.
Data Operations
It is possible to perform a number of operations on bot data:
For that you have to affect one of these operations to a data key created in bot data, for example
to save the number of users associated with a number type data key.
Example: You add to the variable compteur_health the number “1”, which means that each user
who has clicked on the answer “Health” is accounted.
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These operations can also be used for conversation data in order to affect a value to a data key.
Example: You affect the variable customer_activity the value “Health”, which means that the user
who has clicked on the answer “Health” works in the health sector.
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5. Artificial Intelligence
In the AI section, you can set up the natural language processing of your chatbot, using a NLP
service such as DIALOGFLOW.
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Then, you have to create an agent on your Dialogflow account. For that you just need to
click on the link “Create a Dialogflow agent”. Follow the instructions and choose the
location you want. It allows to use agents from parts of the world proposed by Dialogflow.
You’ll find the project ID on your Dialogflow account, in the general settings of your agent :
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Set up NLP
Create intents
To set up language recognition, you need first to add intents. They correspond to what your user
asks.
● Give a name to each created intent and add example phrases, which correspond to the
different ways to formulate the same intent.
Create entities
Entities are linked with the intents you have created. They gather all values associated to an
element from your example phrase.
● Give a name to each entity and add all values associated to this entity, covering all what
implies your entity. You also can enter synonyms of your values.
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● Then, go back to your example phrases from your intent and select with your pointer the
value corresponding to one of your entity. Tag the corresponding entity.
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6. Templates Management
Click on Manage categories at the bottom left and then on Template options:
Template creation
In the Create template tab, select the bubbles to copy and give a name to the template:
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Template Import
In the Load a template tab, select the template to copy.
NB: You can add a prefix that will be added to the name of each imported bubble if necessary.
We can for example create a template grouping all the bubbles of a bot in English and then
import this template (with a French prefix) into the same bot to facilitate the translation work.
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7. Chatbot deployments
Test
Testing is the space where you can test the bot and its changes without having it be accessible to
others.
You can display any bubble by clicking on its name in the left column.
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It is possible to delete the history and restart the conversation from the beginning:
Facebook Deployment
To connect your bot to your Facebook page, you must first connect your Facebook account to
the platform:
in the Deployment tab, you will find the list of pages which your Facebook account is the
administrator:
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The options button allows you to configure a number of features of the bot.
Persistent Menu
You can create a menu which will include a first of 3 responses then 2 level of 3 responses.
The chat button redirects you to Facebook messenger to speak with your bot:
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Web Deployment
Here is how to deploy your bot on a dedicated web page or integrated on your page:
● Click on “publish”:
If you have not registered your payment information yet, a pop-up is displayed so that you can
do it directly.
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Customization
In the publish tab, you also have access to all display and customization settings of the bot
You can customize your bot by putting your Logo, a bot avatar and a wallpaper on it. Just enter
the URL of the image to use:
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● Allowing free text will display the text entry bar permanently. If the option is unchecked,
the bar will only appear when prompted for user input.
● Activate the relaunch button brings up a restart button at the top right of the page.
You can choose the target bubble when the conversation is relaunched
● Display the typing indicator shows you that your interlocutor is writing.
● Display send dates below messages indicate under each bubble the send
date and hour of the message.
● Display read indicators below messages allows you to see if your message
has been read by your interlocutor. You can define an inactivity delay.
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Example:
The “param1” data key for this conversation will have the value "tanuki" (see the chapter on data)
Script Integration
There are features that allow you to manage the Livechat bubble’s appearance.
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In general, IDETA recommends that you always test your API calls in the Sandbox before
deploying on a channel, to ensure the validity of the configuration.
Request configuration
Authentication key
In the “request headers” part, it is possible to enter the header of its choice.
If the API authentication method called differs from the one proposed above, please contact
support.
You have the option of formatting your url with dynamic values from conversation data.
Example:
For the type of request, you should send, you can refer to the documentation of the targeted API.
The most common types of requests are ‘GET’ for data retrieval and ‘POST’ for sending.
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Request content
During a ‘POST’, ‘PUT’ or ‘PATCH' request, you can attach a body to your request, including the
data you want to send. As with the URL, this data can come from the conversation.
Requests are in TEXT, JSON (Javascript Object Notation) or XML format. JSON format requires
the respect of the following syntax standards:
● The body of the request begins with ‘{‘and ends with ‘}’.
Each property name and value is enclosed in double quotes.
Example -> “property”
● Properties and values are separated by a colon.
Example -> “name”:”famine”
● each “property” set :”value 1” is separated from the next by a comma.
Example -> “property1”:”value1”,”property2”:”value2”
Switching bubbles
Once the request has been made, the Following bubble allows you to redirect to the rest of the
conversation.
If an error occurs during the process (API not available, authentication error, error storing the
response ...), the Rescue bubble allows you to redirect to a suitable speech bubble to inform the
user.
Maximum waiting time after which the conversation is automatically redirected to the Rescue
Bubble.
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Firstly you have to get a secret key (available in the bot options). This key is unique and allows
access remotely the bot content.
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If there are several filters in the URL, only conversations satisfying all of these conditions are
returned.
A detailed example: below query gives a list of conversations which are in channels “sandbox”,
“web” and the last messages sent after “2021-04-02”.
https://api.ideta.io/cockpit/conversations?channel=sandbox,web&startDate=2021-04-02&compa
risons=amount_eur,<,100;ideta_notify,.!
Once these IDs are obtained, you can have a look at the conversation content.
{
"botId": "votre_id_de_bot",
"userId": "l_id_de_la_conversation",
"token": "670exemple_de_cle_secrete_f4r6t4t8s21"
}
Example of response:
{
"messages": {
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"-MKjuhP_-e6t_jdpPcte": {
"node": {
"id": "typing",
"name": "Built-in bubble"
},
"sender": "bot",
"sent_at": "2020-10-28T15:54:22.814Z",
"template": {
"text": "...",
"type": "text"
},
"userId": "pPLoMHMAdhRZ22Amglx2"
},
"-MKjuhUloKcgUqB4xbRM": {
"node": {
"dataInput": {
"fallback": {
"active": false,
"options": {
"message": "",
"type": "go-to-node"
}
},
"nlp": {
"active": false,
"options": {
"service": "dialogflow",
"storage": {
"active": false
}
}
},
"saveData": {
"active": true,
"options": {
"dateOutput": "iso8601",
"key": "-MKjXO95dxnxjPUnnZBA",
"targetNode": "-MKjXPSxqAWJOmg06lHM"
}
},
"triggers": {
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"active": false
}
},
"id": "noeud_0",
"name": "Hello"
},
"sender": "bot",
"sent_at": "2020-10-28T15:54:23.145Z",
"template": {
"text": "Bienvenue sur le bot de test API",
"type": "text"
},
"userId": "pPLoMHMAdhRZ22Amglx2"
}
}
}
Restart a conversation:
{
"botId": "votre_id_de_bot",
"userId": "l_id_de_la_conversation",
"token": "670exemple_de_cle_secrete_f4r6t4t8s21"
}
Reset a conversation:
"token": "670exemple_de_cle_secrete_f4r6t4t8s21"
}
{
"botId": "votre_id_de_bot",
"sender": {
"id": "l_id_de_la_conversation",
"alternativeId": "l_id_de_la_conversation"
},
"payload":{
"type": "text",
"text": "contenu du message"
},
"token":"670exemple_de_cle_secrete_f4r6t4t8s21"
}
{
"botId": "votre_id_de_bot",
"sender": {
"id": "l_id_de_la_conversation",
"alternativeId": "l_id_de_la_conversation"
},
"payload":{
"type": "node",
"id": "-id_de_la_bulle"
},
"token":"670exemple_de_cle_secrete_f4r6t4t8s21"
}
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If you want to retrieve data from the API response you can activate the Store response option to
access the rest of the form:
- It must contain properties under which the desired values will be saved.
- For each property of the storage key, you can describe the path to follow to access the
desired value, in the “Data structure”.
- The key must have one or more properties. It is not necessary to fill in all the properties, but
you must configure at least one to have valid storage.
Storage in an object
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Assuming that we want to recover the values of “city” and “closure”, the storage key will be
configured like this:
NB: The properties of the key can be named differently from the properties referred to in the
response.
Use
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Once the API call has been successfully made, you can use the stored data like any other key in
the following bubble settings.
Storage in a list
Example API response:
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Assuming that we want to retrieve the list of products, keeping only the name and the price, the
storage key will be configured like this:
To retrieve the list containing the targeted data, you must also define the Path to the list
(required). This field indicates its position within the response.
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Use
Storing a list after an API call can be useful for automatically generating quick-replies, carousels or
lists.
Example in a quick-reply:
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- On the platform, create a “sending” bubble to send data towards Zapier and paste the URL:
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Name, email and phone values registered earlier in the conversation will be sent towards Zapier..
- Come back on Zapier, then connect your Gmail account and press continue:
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Facebook ads
- Go to Facebook's ad manager:
https://www.facebook.com/business/tools/ads-manager
- Click on ad manager.
- Create a campaign, choose “message"as the campaign objective then create a set of ads.
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- To link your chatbot, you have to enter your targetnode. For that, indicate in the JSON code,
at the “payload” line:
{\"targetNode\" : \"ID_bulle\"}
To find your bubble ID, it is located in the URL bar when you create your bubble in the platform:
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