# Insert a link in a message
Highlight the portion of the message text that you want to transform into a hyperlink. A button will appear "add a link", which you can click on to open the input field for the URL of the desired page.
To modify the link, you just have to select the corresponding text again and click on the button "Modify the link" button that appears. In the input field that appears afterwards you can make the desired modification. If you delete this area completely, the hyperlink will be deleted.
ℹ️ By default, the link is added with the attribute
target="_blank", which has the effect of opening the destination page in a
page in a new link. This allows the user to quickly return to his
conversation with the bot when they have finished viewing the external content you suggested via this link. If you prefer to have the page referenced by the link displayed in the same tab as the conversation and therefore instead of the conversation, you can
instead of this one, you can manually remove the attribute
# Editing the raw HTML content of a message
Any formatting applied via the various options offered in the text message editing field is tags and corresponding HTML attributes. If you want to view or edit the HTML code of your message, you can click on the dedicated button :
In the editing area that appears below the message, you can make the changes you wish to make. To save them, as usual on the Vizir Dashboard, you just have to click outside this area. warning: Make sure that the content of this area is always valid HTML code! If it is not Otherwise, your bot may not function properly.
# Different message if the answer is already known
This option will allow you to send a different message to the user if the user has already passed through this resource.
Here is how to enable it:
Then by clicking on Edit Message you can edit the message that the user will see when he passes by this resource again.
Here is an example of how it can be used as a welcome message for the chatbot
The second time, when your respondent receives this "resource", you can modify the message.
# Message Carousel
First, go to the resource you want to add a carousel to.
Then move your cursor over "Add a message". You will see 4 choices including "Add a carousel", click !
You will then see an empty carousel structure that allows you many features:
- Enter the url of the image you want to place in the carousel map.
- Add an image from your computer.
- Display your carousel map according to the criteria you choose (filter).
- Add a title to your carousel card.
- Add a description to your carousel map.
- Add a url to your card (a link) => a complete article is out on this subject (opens new window)
- Add a name to the button added to your carousel card.
- Assign a payload to the button.
- Add a button to the carousel.
- Display your carousel according to the criteria of your choice (filter).
- Delete the carousel.
- Add a card to the carousel.
- Move the cursor in this area to access the parameters of the button of the card (to manage the logic of the button in particular).
# Carousel buttons
In the options of the response button you can choose the type of button as below:
here are the explanations:
- button: The user's response will be the value indicated on the button (or the payload). The conversation will continue with the next resource (via a logic on the button or the next one if we are in an action skill)
- url: This type of button will allow you to have a button that refers to a URL in the webview so without leaving the chatbot window (see below)
- download: This type of button allows you to have a button that opens the link in a new tab.
- share: only works on Facebook Messenger
# Message Results List
⚠️ At the moment, this type of message is only available with Microsoft Teams. ⚠️
This message type shows a list of items one after the other on a vertical axis, in groups of 3. To load more items, a "See more items" button is displayed.
To use this message format, select "Add a list of results" via the "Add a message". The interface shown allows you to set the content of the list items. ⚠️ All parameter values must be must be dynamic, i.e. they must contain variable parameters designated between double braces.
(using the appropriate syntax:
The field "Nb items" must be filled with the attribute in memory which contains the value of the length of the list of items to display. (This value can be calculated via the workflow action "Get Tag Length"). The other fields are optional. The more they are filled in, the richer the information and the interaction proposed to to the bot users. In detail, these fields are :
- On the left: an image representing the item
- Central part: the title then the body of the element (for example the title then the description of a ticket)
- Bottom: interaction section
- Button to select the current element. The value to be entered in the input field is, for example the ID of the element which will allow the skill called afterwards to execute a workflow to retrieve more details on this selected element.
- button to consult the element in its "natural environment" (e.g., a url referring to the JIRA ticket, Easyvista, Github, ...). The value to be entered in the input field is therefore a url referring to the page page you want.
# Rendered during the conversation (on Teams)
This is what respondents who receive a Result List message will see:
So we find the different parts listed above filled in with the corresponding values in the of source items. Each "page" of results ends with a "pagination" section displaying the number of items remaining in the list remaining in the list, which can be viewed by clicking on the "See more items" button next to it. next to it.
# File message
Choose this message type when the bot needs to send a file to respondents. Once selected, a new item appears in the message area. To add a file, you have two options:
- Select a file stored on your computer: to do this, click on the icon in the bottom right-hand corner of the message and choose the To do this, click on the icon in the bottom right-hand corner of the message and choose the file you want in the window that opens. 🔐 The file is then transferred to an Amazon S3 storage "compartment" with private access is private. During the conversation, a temporary access URL valid only for 5 minutes is sent to your respondents so they can view the file.
- You can also enter a public url in the dedicated field. (🔓 In this case, no file is transferred transferred; the message received by the responder will only "point" to this URL).
# Answer options
# Answer Suggestions
Response suggestions allow you to display a list of buttons for your respondents to click on during the conversation. respondents during the conversation.
ℹ️ FAQ resources in Facebook Workplace are displayed in a carousel (due to the limited number of characters that can be (for reasons of limiting the number of characters that can be displayed on the buttons of Facebook bots). This default behavior can be changed via the dedicated selector on each FAQ resource.
In this case, each carousel item (corresponding to a response suggestion "button") will look like this: Clicking on the "Learn More" button is equivalent to clicking on the corresponding answer suggestion button. This "Learn More" text can be customized on the dashboard in the Settings > Procedure Options and FAQ > (Facebook Workplace) Answer suggestions presented as a carousel.
# Request a list of responses
In some cases you may want to retrieve more than one response from your user.
For example in the example below, the user may have more than 1 device. So we will enable the Request a list of responses option
Once the option is enabled we see a panel open where we can customize some things.
The name of the tag must be different from the name of the attribute, otherwise you may have logic and memory problems.
- Hide already selected answers: we will hide the button so that the user cannot answer the same thing twice.
- Add a message: You can customize the messages that the user will receive. He will receive the messages in order. That is, he will receive the "basic" message the first time. Then when he answers the question the first time we will send message 1, then 2, etc. Here is an example of a different message when the respondent has already given the first answer.
To edit the message, select the message you want to edit and simply manage it on the right.
To go back to the first "basic" message, you have to click on another tab in the resource (understanding for example).
Minimum and maximum number of responses When the user has answered a number of times equal to the maximum number we will go directly to the next answer.
Attribute: Allows to store the user's answer in an attribute
Tag: Since we ask the respondent for a list of answers. We store these answers in a tag. For example the conversation above will be stored in the respondent's memory in this way:
Here is the rest of the options
- Stop Button: As shown, this button allows the user to skip to the next question.
- display it at the first occurrence of the question
- display it in the first or last position in the list of buttons
- Logic: You can manage the logic of this resource like a normal resource
- Stop button value and payload: You can customize the value (and payload) of the stop button.
PS: It is not possible to customize the color of this button at the moment.
# Imposed response format
Go to the resource concerned (the one where you want to impose a response format on the user).
Then go to the Details tab of this resource.
There you will find a Reply Format Required field that allows you to choose from one of the following types:
- date: imposes the date format DD/MM/YYYY
- email : imposes the email format
- number: imposes the number format (a sequence of numbers from 0 to 9)
- regex: regular expression that allows to have very specific imposed formats.
- cell phone: a phone number that starts with 06 or 07
- text: format that allows the use of buttons (suggested answers) and the NLU
- free text: 100% free format
- entity: allows NLU recognition of entities like a date, a volume, an amount, etc...
- intelligent format : allows retrieval of data in a structured way.
# Using profiles
# Display resources according to user profile
You can decide that some resources (FAQ) are accessible by only a part of the bot users.
To do this, we have created the concept of profile.
You will have to create a profile in the section Settings>User profile. To validate the user profile (and be able to use it in the resources), you must activate the toggle at the top of your filter as below:
Once your profile/filter is created, you can add it to a resource as below:
Profiles only work on resources that are in a FAQ skill (new FAQ only)
If you add a profile on a resource that has "children". The profile will also work on all child resources that don't have a profile.
If the child resource has a profile, then we will use the child's profile.
# View messages and suggested responses based on user profile
You can also use profiles for messages and replies. The logic is the same as for resources.
Here is how it looks on the dashboard
⚠️ If the user has access to the parent (direct), then we return the parent automatically. Otherwise, we return the resource set as "no Access Profile" 👉 see below
Here is an example:
- Time off
- TIME OFF
- Apply for a RTT
- TIME OFF
Case 1: The user does not have access to the resource to apply for a RTT
Cas 2: The user does not have access to the resource of a RTT, but instead can access a RTT
Cas 3: The user doesn't have access to the RTT nor to the RTT resource but has access to Leave/Vacation resource
Cas 4: The user does not have access to the Ask a RTT resource, nor to the Leave/Vacation resource
If no message matches the user's profile, the conversation will stop. Test the same conversation in the dashboard test interface to understand the error
# Handling cases where the resource is inaccessible because of profile
The user asks a question about RTT but given his profile in the company, he is not entitled to RTT.
You can now redirect the user to a dedicated resource to tell him that with his profile he cannot access this type of resource.
We prefer parent resources (2 levels) if the user can access them.
If no resource (or skill) is defined when the user does not have access to a resource, we will redirect the user to the misunderstanding.