Create a Databot

You can create a databot chatbot flow and publish it. You need to know the intent of the databot chatbot, questions to collect the end user's information, and set the callback.

To create a databot chatbot, perform the following steps:

  1. On the Chatbot page, in the Databot section, click Create New.

The Setup Databot section appears.

  1. In the Setup Databot section, perform the following steps:

    1. In the Chatbot Name field, enter the chatbot name you want to provide to the databot. Only alphabet, numbers, spaces, hyphens, and underscores are allowed.
    2. In the Welcome Message field, enter the welcome message that you want to trigger when an end user sends the first message of a chatbot session to the configured sender number. You need to enter a minimum of 3 characters and a maximum of 3000 characters welcome message.
    3. In the Goodbye Message field, enter the goodbye message that will be sent before ending the session. You need to enter a minimum of 3 characters and a maximum of 3000 characters goodbye message. The session gets expired if you or the end user do not communicate for 300 seconds. The session gets expired if you or the end user do not communicate for 300 seconds.
    4. In the Error Message field, enter the error message you want to send if the end user's questions do not match any of the questions listed for that chatbot or if Kaleyra AI is not able to recognize your questions. You need to enter a minimum of 3 characters and a maximum of 3000 characters error message.
  2. Perform one of the following:

    1. Click on Save as Draft to save the drafted Databot setup.
    2. Click on Cancel to cancel the Databot setup.
    3. Click on Save to save the Databot setup. For now, we are selecting Save.
  1. In the Setup Intent section, perform the following steps:
    1. In the Intent field, enter the intent for your chatbot.
    2. In the Questions field, enter the expected questions you want to add that could be sent by the end user. You have the option to edit the questions as well as update new questions. To add more questions click + Add Questions, and enter your questions.
    3. In the Answer field, enter the answer for the questions that you have entered in the questions field.

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Notes:

  • Toggle the Exact match only option in the Questions subsection if you want the chatbot to respond or reply to end-user questions only if they are a 100 percent match to one of the listed questions you defined. For example, if an Intent with the Exact Match option enabled has Return product as the only question, the input from the end-user should be Return product, and then the chatbot can answer the question.
  • You can add more than one intent in a datatbot.
  • If you add more than one intent then the chatbot will try to match the end user's questions with one of the intents (through Kaleyra's AI-based automated system) and answer accordingly.
  1. Perform one of the following:
    1. Click on Save as Draft to save the drafted Databot intent setup.
    2. Click on Cancel to cancel the Databot intent setup.
    3. Click on Next to move next to the Databot intent setup. For now, we are selecting Next.
  1. In the Set Up Follow-Up Questions section, perform the following steps:
    1. In the Question 1 field, enter the question that you want your end users to answer through the chatbot. For example, questions related to the refund process for a product include product name, Purchase Date, product pick-up address, and location.
    2. In the Variable 1 field, define the variable to collect the information. For example, product_name, purchase_date, and many more.

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Notes:

  • You have to define the variable for every question in the Setup your Questions section.
  • If you want to add a new question, defining the variable is mandatory. To add a new question, after defining the variable parameter, click + Add Question.
  1. Perform one of the following:
    1. Click on Save as Draft to save the drafted Databot setup follow-up questions.
    2. Click on Cancel to cancel the Databot setup follow-up questions.
    3. Click on Next to move to the Databot setup follow-up questions. For now, we are selecting Next.
  1. In the Setup Sender Number & Callback section, perform the following steps:
    1. Click the arrow in the Sender Number field and a list of WhatsApp sender numbers appears. Select the sender number from the dropdown field. This is the number that you would like to connect to databot. For more information about how to add a sender number, see Adding WhatsApp Number.
    2. Click the arrow in the Callback ID and a list of callback IDs appears. Select the callback id from the dropdown list through which you want to initiate the callback. For more information on how to create a callback see Callback Profiles.
    3. In the Success Message field, enter the success message you want to display when the callback is successful.
    4. In the Failure Message field, enter the failure message you want to display when the callback failed.
  2. Perform one of the following:
    1. Click on Save as Draft to save the drafted Databot setup for the sender number and callback.
    2. Click on Cancel to cancel the Databot setup for the sender number and callback.
    3. Click on Publish to publish the Databot setup for the sender number and callback. For now, we are selecting Publish. The databot gets published.

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Notes:

After publishing the databot chatbot, you can select one of the following options by clicking the ellipsis on the right side of the page:

  • Rename Chatbot - The Edit Chatbot Name pane appear on the right side of the page. Update the databot name and click Update. Also, you can rename it by clicking the pencil icon next to the databot name.
  • Edit Message - The Edit Message pane appears on the right side of the page. Update the databot message and click Update. Also, you can edit it by clicking the pencil icon next to the databot message.
  • Reset to Previous Version - The confirmation message Are you sure you want to reset to the previous version? appears, click Yes to revert to the previous version. Once, you are reverted to the previous version, you can not restore to the current version.
  • Add Intent - You can add intent to the existing databot. For more information, see Step 4 of this page.

Once the databot is in the unpublished stage, you can select one of the following options by clicking the ellipsis on the right side of the page in addition to Rename Chatbot, Edit Message, Reset to Previous Version, and Add Intent:

  • Delete Chatbot - The confirmation message Are you sure you want to delete this Chatbot? appears, click Yes to delete the chatbot.