Chatbot Creator Team 06.09.2019
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Building a Chatbot on the Chatbot Creator Platform

If you are reading this text, you’re interested in building your chatbot using the Chatbot Creator platform. We are really happy to have you with us 🙂 In this article, I’m going to take you on a little tour through our platform and teach you how to deploy your very own chatbot using our bot builder. I will share technical hacks with you and guide you step by step through every stage of building the basic chatbot. So creating your solution turns out to be a “piece of cake”.

Let’s begin – Chatbot Creator Dashboard

We’ll start from the first view after logging in. This is your chatbot’s dashboard where you not only start creating your solution but you’ll also see all the chatbots you’re going to create in the future. You can duplicate or delete each and every one of them. 

To create your chatbot press the “+” button. You have two options: create it from already prepared templates or choose a blank template to start making it from scratch.

Create a chatbot in Chatbot Creator

After choosing your chatbot – whether from an already created or a new one – you enter the building space. The first view is the create a bot tab. The module where you build a full conversation flow by connecting blocks using buttons or short answer.

We are going to go through 4 steps which allow you to finish and deploy the chatbot on Messenger using Chatbot Creator. In each of step you’ll learn about: 

  1. Building a chatbot structure in Chatbot Creator → what the basic elements of a chatbot structure are and how you can use them.
  2. Important basic chatbot settings →  how to set welcome message, chatbot’s default Messenger menu and starting blocks of your chatbot.
  3. Testing your chatbot with Chatbot Creator → what are the ways of testing your chatbot.
  4. Connecting chatbot with a Facebook fan page → how to connect a chatbot with your Facebook account and introduce it to a wider audience.

STEP 1: Building a Chatbot Structure with Chatbot Creator

Let’s start with the place where you create the entire chatbot structure – the create a chatbot panel . It is divided into 2 parts. On the left, you have groups which are made of gathered blocks – the groups are called Menu, Reservation etc.

You create groups, which remains folders with blocks, so you can move through chatbot structure easier. They don’t impact the final shape of your chatbots or the view from the users’ side. Grouping blocks is useful for your work comfort, especially if your solution has more elements.

Creating a group in the Chatbot Creator platform

The groups, as already mentioned, contain blocks – the basic builder of a chatbot in the Chatbot Creator platform. You can duplicate or delete each block. You can delete it only when it’s not connected to other blocks

On the right, you see what the block looks like from the inside. It’s a structure where you add elements such as text messages or photos that will appear in your chatbot. Think of a block as a single user path that you connect with other paths to create a whole conversation.

Types of Messages in Blocks on Chatbot Creator

What kind of elements can you add to your block? The Chatbot Creator platform allows you to insert different type of them: not only add text messages but also photographs, GIFs, carousels – which is a compilation of a maximum of 10 elements. To add text message or picture you simply choose the right icon from the add element to a block bar.

Types of elements you can add to the block

The only thing you need to make a carousel is to enter a title (obligatory) and another element such as graphic or description. You can add buttons which will guide people from your platform to the website (works great for sales).

Example of the "carousel" in the platform

Using Buttons and Short Answers

To make the conversation more interactive and connect blocks, add buttons and short answers to your text messages. 

You can use up to 3 buttons which will redirect users to different places for example:

  •  The most common one is Go to which simply moves them to another block; 
  • Call which allow them to call the company straight from the chatbot structure;
  •  URL that redirects them to the website of your choice. The title of your button will be displayed to the chatbot’s users.

Example of "buttons" in Chatbot Creator

Other elements in a block are short answers (you can choose a maximum of 10), round buttons which move users to another block. To create short answer you name it – this is the name users will see – and choose a block. You can also add keywords to which the chatbot reacts – they should be similar to the title of your short answer. So if that users don’t click on the short answer but enter a text system will display adequate block. This is an additive that makes your chatbot a bit smarter. 

Example

If your short answer is called hello, you can add keywords like: hello, hi, hey. Now when the users type any of these words the next block will be displayed.

"Short answers" in Chatbot Creator

You can see how blocks are connected in the chosen template, so if users click on one button they are redirected to another block.

You can move users to another block not only with buttons or short answer but also with choosing a specific block in the “go to” section on the bottom of the block structure in the create a bot workplace. 

Adding “Action” in Blocks

As you can see, you can also add actions to existing elements in the block. The most popular is delay – which postpones the message. If you create several messages in a row which are a bit longer, the delay gives the chatbot’s users time to read them all. It also gives the conversation a bit of interactiveness. 

 

"Delay" – the action example

You can also add a send email action – so when the user reaches the specific place of conversation, the platform will send an email (for example to you or the chatbot moderator). 

"Send e-mail" – the action example

The other option is the save user variables – which places users in specific categories that you can use later e.g. while sending broadcast and skip message that allows you to hide a chosen part of the chatbot from users.

"Save user variables" – the action example

And basically, that’s it when it comes to the basic chatbot structure.

What’s great in the Chatbot Creator platform is that you can connect your bot to the Facebook fan page after creating your solution.

That enables you to perfect it before you show it to your audience. Before deployment, we still have a few steps to go through. So now we’ll move to the module where you can set some basic settings.

STEP 2: Important Basic Chatbot Settings

You name your chatbot in the settings module: the name will appear only inside of the platform. You can also choose the chatbot’s and the user’s avatars that also will appear only inside of Chatbot Creator.

Next, you choose from which block the conversation with the user will begin. That’s really helpful if you don’t want to start with the default “Hello” block. You can change it here anytime you want. 

"Settings" module in Chatbot Creator

To provide your user with a full experience you should also set the chatbot’s welcome message. This is the message that is shown by default before starting a conversation with a chatbot. A good welcome message should encourage users to start an interaction with your bot. 

How do You Set a Welcome Message

  1. Go to the settings tab in the Chatbot Creator platform
  2. Write a short and catchy message
  3. Save it on production

Apart from the settings, you can create a default Messenger menu, which will be displayed to users on the bottom of the Message conversation’s window. 

You can add 3 square buttons – as in create a bot module – choosing from go to that moves users to another block in the chatbot or open the page, that moves them to external websites. 

How do you Set Default Messenger Menu?

  1. Add a button and enter the name that will be shown to users 
  2. Choose a place where users will be moved after clicking the button
  3. Save changes on production

Setting default Messenger menu in Chatbot Creator

In the next part, you’ll learn how to test your chatbot so you’re sure that it doesn’t have any unexpected bugs. 

STEP 3: Testing your Chatbot with the Chatbot Creator

Usually while building your tool, you cannot see the flow of the conversation and judge whether it’s logical and well connected. That’s why it’s so important to test the chatbot continuously by yourself while creating its structure.

You can test the chatbot straight on Messenger. To do so, connect it to your Facebook in the “Deploy” module. If you don’t want to connect it to already existing fan page, you can create an example fan page and test it there to check whether everything works smoothly.

Who Should Test your Chatbot?

After you, your team or friends who are familiar with your company. You can also show it to people who have experience in creating chatbots – some chatbot groups on Facebook allow you to add your chatbot so other people can try it out.

The next possible step is testing the chatbot within a closed group. Choose a small number of people who are your company’s fans or clients. You can observe the way people ask questions within the group, if the path in a chatbot is understandable for them or whether they need additional buttons or guides. After that you can optimize your chatbot – perhaps add more explanations or change some lines. You’ll see by yourself. 

STEP 4: Connecting the Chatbot with the Facebook Fan Page

How do you connect the chatbot with your company’s fan page?

To do so simply: 

  1. Go to the deploy module in the Chatbot Creator.
  2. Log in on the automatically opened Facebook window.
  3. Choose a fan page that should be connected with your chatbot.
  4. Authorize the chatbot actions on your account.
  5. Go back to the deploy module in the Chatbot Creator platform and press connect – it’s easy to forget about this step so please bear it in mind.

This is Just the Beginning 

That was the last step of our short journey but just the beginning of your chatbot experience. Now you’ll be able to create and deploy your very first solution with the Chatbot Creator platform. 

If you want to learn more and add some spicy ingredients you can read other articles. 

  • To make your chatbot a bit smarter check out Setting intents in Chatbot Creator.
  • To learn how to send push messages, we invite you to read the Broadcast article.

Enjoy!

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Check other articles Martyna