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Studio overview

Studio, a no-code segment of the platform, empowers you to create bots and shape their conversational paths when interacting with customers. It offers tools for training your bot in natural language processing, configuring conversation settings, and leveraging AI to craft dynamic conversation flows.

Additionally, you can implement custom logic, enabling your bot to excel in multilingual communication, integrate with third-party apps through APIs, and manage databases.

Studio also provides access to review conversation logs, facilitating improvements in bot conversations and the creation of event-based flows.

Access Studio

The Studio module can be accessed by two ways:

Access Studio via module switcher

  1. Go to the overview switcher on top and click Studio.

You will land in KB section.

The Knowledge base(KB) is a cutting-edge feature developed by Yellow.ai that demands minimal user intervention. Just share your website link along with a few essential supporting documents to get started.

To know more about the functionalities offered by KB, refer to our help document here.

Access Studio via home page

  1. Click Studio for automation.

You will land in the Build section. The functionalities of the Build section has been expalined below.

Conversation settings

Conversation settings helps improve how the bot interacts with users, offering a better user experience. Here, you can set the bot to recognize returning users, set supported languages, assist with document searches, display banners, and define the bot's purpose.

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User identification

The User Identification flow in bot conversations involves identifying the user engaging with the bot. This is accomplished by prompting the user identifier flow for unidentified users even before starting the conversation, which may include an email address, phone number, or other unique information.

Click here to know in detail about setting up this flow.

Language settings

Add the languages supported by the bot. This allows your bot to communicate in multiple languages, catering to a diverse audience.

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Suggestion

If your bot is unable to understand the user input, consider these helpful suggestions.

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  1. Enable suggestions: Turn this on to activate user input suggestions.

  2. Excluded flows: Specify flows where suggestions will not be applied.

  3. Excluded categories: Select the categories where these suggestions will not apply.

  4. Included categories: Set categories where these suggestions should apply.

  5. Unsatisfactory button text: Customize the text to display for unsatisfactory button.

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  6. Hide input: Enable this option to hide the user input box, preventing users from entering responses.

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  7. Message: Provide the message to display when the bot doesn't understand the user's message.

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The document search allows the bot to search through various documents to provide accurate and relevant responses to user queries. To learn more about the types of documents supported for upload and the associated procedures, refer to this link link.

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  1. Enable as autofall-back: Activate this option to enable show fallback messages when the bot doesn't understand user queries. Enter the fallback message in the Model Fallback Message field below.

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  2. Enable summarised results: Opt for summarized results to have the bot condense and present information to the user.

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  3. Enable links for summarized answer: Enable this to provide summarized results with supported links.

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  4. Model bot response: Customize your bot's tone to align with your preferred response style.

TonesDescriptionsExample
EmpatheticResponds in a way that acknowledges and reflects the user's emotions.drawing
FormalUses a professional and formal tone in responses.drawing
Short AnswersConveys information concisely with brief responses and minimal descriptions.drawing
Instructions basedProvides responses in a clear instructional format.drawing

Call out banner

Display a callout banner at the top of your bot to convey important information to users, such as a 15% discount offer.

Add text banner

  1. Click + Add a callout.

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  2. In Type of banner, select the banner type as Text

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  3. Enter the text to display in Text field.

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  4. In Replies, configure the response options for users. Click the button to edit them.

Add image banner

  1. Click + Add a callout.

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  2. In Type of banner, select the banner type as Image

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  3. Upload the image to be displayed.

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Setting to Close or Minimise the banner

Here, you can choose whether to allow users to either minimize the banner with a customizable text message or completely close and remove the banner from the chat widget. Minimise on close offers users the option to close the banner while displaying custom text on it. Close enables users to fully close the banner and remove it from the bot.

  1. Click Settings on top to define the banner's status once accessed.

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  2. Choose your preference and click Save.

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Bot objective

Specify the primary goal of the bot and the purpose for its interaction with users.

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