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. Click the arrow in the Sender Number field and a list of sender numbers appear. Select the sender number from the dropdown list. This is the number that you would like to connect to infobot. For more information about how to add a sender number, see Adding WhatsApp Number.
    3. In the Welcome Message field, enter the welcome message that you want to trigger when the 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.
    4. 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.
    5. In the Error Message field, enter the error message you want to send if the sender's questions do not match any of the questions listed or if Kaleyra's AI is not able to recognize the question. 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 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.
  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 have the option to edit the questions as well as update 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 that you want to trigger for the questions 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. 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 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.
  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.
  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 that 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.

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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 page:

  • Rename Chatbot - The Edit Chatbot Name pane appear 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.
  • Edit Message - The Edit Message pane appears on the right side of the page. Update the infobot message and click Update. Also, you can edit it by clicking the pencil icon next to the infobot 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 Infobot. For more information, see Step 4 of this page.

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, 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.