Build your bot in 5 minutes
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Step 1: Sign in to your account
- Open Yellow.ai Cloud platform using your professional Gmail account. To sign up, refer to the detailed guide here.
Step 2: Create a bot
Following the sign-up process, an automated bot will be generated for you. To continue customization, you can skip this step and refer to Step 3.
Create a new bot by following these steps:
Navigate to Overview. Click on your bot name > +Create bot.
Building options for your bot include selection from pre-defined templates (marketplace), creation from scratch, and the option to develop an orchestrator bot. Each option is explained in subsequent sections.
Import a bot from pre-defined templates
An extensive array of predefined templates are tailored for various business scenarios. You can create a fully functional chatbot by selecting templates closely aligned with your use case. For example, if you need a bot to assist customers with checking their loan status and applying for a loan, simply use the keyword Banking to find relevant templates.
- Search: Enter keywords related to your use case, e.g., banking.
- Preview: Choose a template/flow and preview to ensure it aligns with your expectations.
- Create: Click Create, select a subscription and confirm the creation of this bot.
Learn how to use marketplace templates ➡️
Create a bot from scratch
Craft a bot from the ground up to align precisely with your unique business requirements. Click Create bot from scratch, enter your details and confirm the creation of this bot.
Check Add live chat support to your bot to automatically import the flow to use our in-house omin channel customer support platform, Inbox.
By default, your bot is created with essential flows: Welcome, fallback for unidentified customer questions, multilingual support, and customer-agent chat. You can customize these flows and publish your bot.
Learn how to use studio module in detail ➡️
Create an orchestrator(parent) bot
The Orchestrator simplifies control and oversight of multiple bots, offering modularity for independent development and one-time setup automation for inter-linkages. Click + Create bot > +Create orchestrator, enter your details and confirm the creation of this bot.
Learn more about Orchestrator for bots ➡️
Step 3: Invite other bot collaborators
To facilitate collaboration on your bot, you have the ability to invite other users and manage their permissions.
To invite users, navigate to the Bot settings > Access control section from the overview page and invite users by entering their email IDs. You have the flexibility to invite multiple users and assign different levels of access to each. This ensures that users only have the permissions necessary for their role.
To view and accept incoming access requests, open the User request tab and if you find a request appropriate, you can grant the required permissions.
Learn how to send/accept/view/monitor bot access ➡️
Bot ID:
To obtain the bot ID, you can click on the web link from any page of the bot after creating it and copy the 14-digit alphanumeric value (e.g., x16763649**).
The bot ID is different in each environment.
Step 4: Build and customize in Studio
Bots can be built in Development/Sandbox/Staging mode and published to Live/Production. Learn more about these enviornment here.
Visualize the interation:
Bot-Customer interaction represents the ongoing dialogue between the bot and the customer.
Create Flows to display bot messages and understand customer input:
To guide the bot's responses, you create predefined pathways known as Flows.
In the Build section, you can construct these flows, defining the automated sequence of actions the bot takes. This is based on the questions and responses from users.
Build conversations using nodes:
Nodes are essential elements in these flows, representing specific points in the conversation. Each node is a juncture where the bot can perform an action or respond to user input.
Connecting Nodes:
Nodes are connected to each other, forming the conversational flow. This connection occurs by linking the end of one node to the beginning of another.
Bot response and training:
The bot's responses are driven by customer input. To enhance its understanding, the bot can be trained in the Train section.
Transform your bot-building experience with Yellow.ai's powerful AI features mentioned below:
AI-powered knowledge base integration
Easily link your Knowledge Base (KB) to the bot, enabling it to access information and provide accurate answers.
Learn more here.
Automated flow generation
Generates bot flows effortlessly tailored to your specific use cases, using AI Co-pilot. Save time and resources with smart, automated bot creation.
Explore Automation.
AI based Dynamic chat node
Enhance your bot's conversational capabilities using the Dynamic chat node within flows. This allows for dynamic and context-aware interactions.
Discover Dynamic chat node.
Step 5: Publish/Deploy your bot online
After adding all the components (flows, database, NLU training, APIs, etc.), follow these steps:
- Test your bot on the right pane by selecting the required channel. Learn how to debug here.
- Publish the bot to Live or Production mode. Learn how here. A request is sent to the bot admins over email for approval.
- Super admins or Approvers can approve the publish request.
- Add the bot as a chat widget to your desired platform. Guide here
Your initial bot has been developed and deployed. You can enhance its capabilities by exploring additional modules and incorporating features to streamline interactions between the bot and customers.
- Integrate third-party tools (Channels and Integrations).
- Leverage the Customer Data Platform User360 for customer data, e.g., lead generation.
- Run inbound and outbound marketing campaigns via. Engage.
- Integrate tech support and a knowledge base into your website through Inbox.
Step 6: Monitor your bot performance
Bot insights are automatically tracked. You can also customize the tracked data through Insights module.
What's next?