This is a tutorial series that's cumulative in nature. To start from the beginning, start here.

In this tutorial, you walk through how to link your bot to Conversational Cloud.

Step 11: Create a bot user

In this step, you create a new user agent and skill for the bot, create a new engagement for web messaging, and connect the bot agent to the engagement.

  1. Click on the User Management icon User Management icon along the left side of the Conversational Cloud page.

    Manage Users and Skills icon

  2. On the Users tab, click + Add user in the lower-left corner.
  3. Fill out the Add user form with the following user details:

    • User type: Bot
    • Login name: Getting Started Bot
    • Email: Your email address
    • Nickname: Getting Started
    • Name: Getting Started Bot
    • Choose login method: API key
    • Api key: Generate API key
    • Assignment → Assign Profile: Agent
    • Skills: Bot

    By typing in the skill name Bot, a new skill with the name Bot is created.

  4. Click Save.

Step 12: Create an engagement

  1. Click the Campaign Builder icon Campaign Builder icon along the left side of the Conversational Cloud page.
  2. Click + Add Campaign in the lower-left corner.
  3. On the page that appears, specify the following:

    • Campaign name: Enter "Getting Started."
    • Campaign goal: Click this, select "Interact with consumers" on the page that appears, and click Done.
    • Engagement: Click + Add engagement. For the engagement source, select "Web." In the gallery that appears next, select a messaging template, and click Next. In the resulting Engagement Settings, select "Messaging" for the Conversation type. For Routing, select "Specific skill," and then select the "Bot" skill.

    Engagement settings, including the Routing to specific skill setting

  4. Click Next.
  5. In the Engagement Studio, click Next.
  6. In the Engagement Window Library, click Done.
  7. Click Publish in the upper-right corner. Then click Publish again to confirm the action.

    The finished, published campaign

Step 13: Add the agent connector

  1. Navigate back to the Getting Started bot in Conversation Builder.
  2. Click Agent Connectors in the menu bar in the upper-left corner.
  3. Click Add Agent Connector in the upper-right corner.
  4. In the Add Agent Connector dialog box, specify the following based on the bot user you created.

    • Agent User ID: Getting Started Bot
    • Role: Agent
    • Conversation Type: Messaging
    • Deploy to: Demo

    The Add Agent Connector window

  5. Click Save.
  6. As a result, you will see a row on the Agent Connectors page listing your new bot agent. Select the Start button on that row to start the agent connector. This fully deploys the bot.

    The Start button to start the agent connector

    It might take a few minutes for the connection to be established.

    To view more details about the connector, move your mouse over the "i" icon beside Details.

    LivePerson recommends that, when you connect your bot to Conversational Cloud in a production environment, you deploy at least two Conversational Cloud agent connectors for a single bot. This is so the second can serve to support failover if the first goes down. Additionally, if you have traffic considerations, you might want to deploy three or more. A good baseline is no more than 50 concurrent conversations per agent connector (e.g., deploy 4 connectors to support 200 concurrent conversations).

    There is no limit to the number of agent connectors that a bot can have.

Step 14: Test the deployment

  1. In a browser, navigate to the Messaging test page.

    The Messaging test page

  2. Enter your account number, and click Show Window.
  3. After a moment, you will see a Messaging "call to action," which corresponds to what you selected in the Campaign Builder. Click the Messaging call to action.
  4. Start the bot by entering ‘hi’ or ‘hello.’
  5. Test the bot's functionality as you would in Conversation Builder's Preview.

    Testing the bot on the Messaging test page

    Congratulations! You’ve successfully deployed your automation to a demo environment.

    Learn more about deployment.

What's next?

Continue on to the next tutorial in the series.