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  • Overview
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Automations

Learn how to customize how your bot responds to end users.

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Last updated 11 months ago

Overview

Automations are the dynamic processes that empower a bot to interact with and react to data inputs, without requiring manual intervention. They are configured to pull in data from various sources - including real-time events, schedules, retail inventory, order status and history, ticketing availability, stats and standings, YouTube videos, Spotify playlists, and more - and even leverage generative AI tools like OpenAI's GPT to form responses.

Automations play a critical role in designing and orchestrating the user experience, as they can adapt to individual user needs, personalize responses, and streamline interactions.

Configurations

Configuring automations allows the bot to process, analyze, and respond to these data points in real-time, following pre-set rules or machine learning models. As a result, the bot can efficiently carry out tasks, provide information, or interact with users in a more intelligent and contextually relevant manner.

Configurations utilize standard UI practices where relevant. However, each Automation typically has its own unique settings, which are elaborated on their respective pages.

Triggers

The Triggers functionality lies at the heart of Automations, serving as the catalyst for bot responses based on user interactions. These triggers rely heavily on our NLP (Natural Language Processing) system to accurately decipher and act upon user utterances. There are two primary types of triggers:

  • Intent Trigger: activates when the NLP system identifies a user utterance that has been mapped to a specific intent. Instead of looking for verbatim phrases, it understands the underlying meaning or intent behind a user's message. Multiple user utterances can be mapped to a single intent, enabling the bot to recognize and respond to a variety of phrases or expressions that convey the same meaning.

  • Direct Trigger: initiates when a user's utterance directly matches a predefined phrase or statement. The Direct trigger can be tailored to recognize exact matches, ensuring precision and reducing the chance of unintended activations. This is particularly useful for specific commands or unique brand terminologies.

By harnessing the dual capabilities of Intent and Direct triggers, bot designers can craft a responsive, intuitive, and intelligent user experience. While the Intent trigger offers a broader, more flexible recognition based on meaning, the Direct trigger provides pinpoint accuracy for specific phrases or instructions. Together, they create a layered and nuanced recognition system, ensuring that your bot responds aptly to a wide array of user inputs.

As you refine your automations, consider the balance between broad intent recognition and precise direct matches to cater to every user scenario. For deeper insights or guidance on configuring unique triggers for specific Automations, please consult our comprehensive guides or contact our support team.

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Basic Response

Craft simple bot responses with common components.

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Permuted Response

Tailor advanced bot responses with precision.

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Generative AI Response

Enable Generative AI tools for select responses.

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Tutorial Response

Guiding users with Tips: discover, toggle, and dive deep.

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Forms & Surveys

Gather user feedback through structured interactive forms.

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Live Chat Request Form

Configure how and when bot users can connect with your Live Agents.