Create an Infobot

You can create an infobot chatbot flow and publish it. You need to know the intent of the infobot chatbot.

To create an infobot chatbot, perform the following steps:

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

The Infobot's Create page appears.

  1. In the Set up Infobot section, perform the following steps:

    1. In the Chatbot Name field, enter the chatbot name you want to provide to the infobot. Only alphabet, numbers, spaces, hyphens, and underscores are allowed.
    2. In the Welcome Message (Optional) field, enter the chatbot's first response to the initial message sent by the end customer at the beginning of a chatbot session.
    3. In the Goodbye Message (Optional) field, enter the last message that the bot will send right before ending the session. By default, the session timeout is 5 minutes from the last messages sent by the bot with no further reply.
    4. In the Fallback Message field, enter the response that the bot will send when the end user's message does not trigger any intent.
  2. Perform one of the following:

    1. Click on Save as Draft to save the drafted Infobot setup.
    2. Click on Cancel to cancel the Infobot setup.
    3. Click on Next to move to the Infobot setup. For now, we are selecting Next to proceed.
      The Set up your intent section appears.
  1. In the Set up your intent section, perform the following steps:
    1. In the Intent field, enter the intent for your chatbot. The intent is only for your reference and will not be visible to the end users. For example, Kaleyra Working Hours.
    2. In the Questions field, enter the expected questions you want to add that could be sent by the end user. You can edit the existing questions and add new questions. To add more questions, click + Add Questions, and enter your questions. For example, What are Kaleyra's working hours?, Open time?, and Working hours?.
    3. In the Answer field, enter the answer for the questions you want to trigger for those sent by the end user. For example, Kaleyra's working hours are from 10:00 AM to 7:00 PM.

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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. You have the option to choose between case-sensitive and case-insensitive matching. For example, if an Intent with the Exact Match option enabled has Working Hours as the only question, the input from the end-user should be Working Hours, and then the chatbot can answer the question. You have the option to choose between case-sensitive and case-insensitive matching.
  • You can add more than one intent in an infobot.
  • 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.
  • Default system variables are available to customize bot messages, and they can be included in the intentโ€™s answer or in the Goodbye or Fallback messages. These variables include:
    • whatsapp_name - WhatsApp profile name of the recipient.
    • whatsapp_first_name - The first word of the recipient's WhatsApp profile name. Depending on how users configure their WhatsApp username, it may not always reflect the user's actual first name.
    • whatsapp_number - WhatsApp number of the recipient (the user sending the message to the bot).
    • bot_number - WhatsApp number of the bot.

For more information on how to access the data stored in a variable, see Advanced Variable Features - Customize Bot Messages.

  1. Perform one of the following:
    1. Click on Save as Draft to save the drafted Infobot intent setup.
    2. Click on Cancel to cancel the Infobot intent setup.
    3. Click on Next to move to the Infobot intent setup. For now, we are selecting Next to proceed.
      The Set Up Sender Number section appears.
  1. Click the arrow in the WhatsApp Sender Number field and a list of approved WhatsApp numbers appear. Select the sender number from the dropdown list. This is the number to which your infobot will be connected. For more information about how to add a WhatsApp number, see Adding WhatsApp Number.
  2. You can perform one of the following:
    1. Click on Save as Draft to save the drafted Infobot setup.
    2. Click on Cancel to cancel the Infobot setup.
    3. Click on Publish to make your Infobot go live. For now, we are selecting Publish.

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Notes:

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

  • Rename Chatbot - You can rename the chatbot. To rename the chatbot, select the Rename Chatbot option. The Edit Chatbot Name pane appears on the right side of the page. Update the infobot name and click Update. Also, you can rename it by clicking the pencil icon next to the infobot name.
  • Add Intent - You can add intent to the existing Infobot. For more information, see Step 4 of this page to Set up your intent.
  • Unpublish Chatbot - You can unpublish the chatbot. To unpublish the chatbot, select the Unpublish Chatbot option, the confirmation message Are you sure you want to Disable this Chatbot? appears, select Disable Chatbot.
  • Lock Chatbot - You can lock the chatbot, after you lock the chatbot, you cannot make any further changes until you unlock the chatbot. To lock the chatbot, select the Lock Chatbot option, the confirmation message Are you sure you want to Lock this Chatbot? appears, select Lock Chatbot. The Lock/Unlock feature is reserved only for the Owner or Admin of the kaleyra.io account.

Once the infobot 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, Add Intent, and Lock Chatbot:

  • Delete Chatbot - You can delete the unpublished chatbot. To delete the unpublished chatbot, select the Delete Chatbot option. the confirmation message Are you sure you want to delete this Chatbot? appears, click Yes, Delete to delete the chatbot.
  • Publish Chatbot - You can publish the chatbot. To publish the chatbot, select the Publish Chatbot option, and follow the instructions from Step 2 of the Set up Infobot section.