All Conversation Builder bots are based on templates.
The Custom Bot template is the best choice if you want to create a completely custom bot from scratch.
For other, more common use cases, Conversation Builder has a set of predefined, industry vertical templates that enable rapid adoption of automation.
Each conversational template consists of the following capabilities:
Intents associated with the use case
Conversational dialogs with appropriate interactions for the respective channels or end points (Web, Apple Business Chat, SMS, etc.)
API integrations with industry-leading services (e.g., Shopify in Retail) and brand-specific services
Template use cases
The following use cases will be provided for multiple different industry verticals.
|Simple Router||Welcome message with choices to route to bots or agents.||Route to Bots, Agents|
|Simple FAQ||Offer detailed responses for frequently asked questions via a knowledge base of questions and answers.||Knowledge Base|
|Simple Lead Generation||Capture lead’s basic contact info. Sends the captured information to email.|
|Full Lead Generation||Capture lead’s contact info, interest in product/service and related details. Sends the captured info to email or SMS.||Email, Twilio number|
|Apply for a Loan||Capture contact and financial information from a customer and send the results||Email, Agents|
|Insurance Quote||Capture information related to insurance needs from a customer and send the results||Email, Agents|
|Travel Notification||The Travel Notifications template allows an authenticated user to report their future travel|
|Order Status||Shoppers can check the status of their orders with authentication via order number and name, etc.||Shopify|
Create a bot from a template
On the Bots dashboard, click New Bot in the upper-right corner.
Select the template.
Review what the template includes (dialogs, intents/entities, integrations, etc.), and click Create Bot.
Configure the parts that need to be customized (API integration details, brand voice in dialog interactions, etc.).