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Name: Specify a name for the bot.
Description: Add a description, indicating the purpose/purpose of the bot.
Bot Template: Select one of the available bot templates to start building your bot, or select Empty Bot if you want to create your bot from scratch. The available templates contain examples of different types of nodes and allow you to have conversations with customers for three specific use cases:
Appointment Scheduling: generates a conversation for scheduling an appointment for a specific service. It contains a node that queries available appointment schedules through a web service and displays them to the customer for selection.
Prospect Capture: Generates a conversation for capturing prospects for your company. Captures and stores different prospect data (name, type of document, email, etc.).
Satisfaction Survey: Generates a conversation to conduct a customer satisfaction survey. It asks the customer to rate the service received (on a scale of 1 to 5) and collects comments.
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Use an existing bot as a template: Activate this option if you want to use a bot previously created on the platform as a template for your new bot. Upon doing so, a selector with available bots will be displayed. Choose the bot you want to use, and its published version will be duplicated and automatically loaded as a template for the new bot.
Once the requested information has been entered, click Continue to access the bot builder. Here, you will find the screen divided into three (3) main sections:
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Each node of the bot flow is represented in the workspace by a card, and the connections between the nodes are represented by curved lines joining those cards, representing the sequence or jump from one node to another (find more details in the section https://technisupport.atlassian.net/wiki/spaces/S2MDU/pages/2027552769) . The card of a specific node and its connections contain the following options and/or elements:
Basic Node Information: Displays the basic data of the node, such as name, description and node type.
Edit Node: Click here to view the node configuration in the right pane and make the necessary modifications to the node.
Delete Node: Click here to delete the node from the workspace and the bot.
Add Node: Corresponds to the exit point of the node. Click here to add a new node, and link it to the selected node.
Connection point between nodes: Corresponds to the node's entry point. Using the mouse, you can create a connection between two nodes by clicking and holding (dragging) from the Add Node button (exit point) of one node to the connection point (entry point) of another node.
Remove Connection: Click here to remove the connection between two nodes.
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