The studio provides a no-code bot-building platform that helps anyone create a bot for their business needs easily. With Studio, you can collect information from your customers, update their information, launch actions, show them the necessary information, have a live chat with an agent and do a lot more.
This article briefs you on understanding various components of Studio and helps you to get started with creating a bot.
In this article, you will learn:
- Where to find Studio on the yellow platform
- What are the UI elements available on Studio
- Conversation settings
- How to build a bot
- Keyboard shortcuts
1. Access studio#
Before designing your bot, you need to have the bot set up as mentioned here.
- Log in to https://cloud.yellow.ai.
- On the switcher, click Studio.
You can access Studio using the keyboard shortcut
2. Understand Studio elements#
|Menu/Switcher||Access all the Yellow.ai modules here.|
|Search box||Search for specific information from our Knowledge base|
|Help||Click to directly access our Knowledge base.|
|Marketplace||Save time and increase productivity with our preconfigured templates for your bot. A template contains flows, validators, integrators and more.|
|Access control||Share your bot access with your team members or superiors who would be contributing to the bot building.|
|Notifications||Get notified of the invites sent by others. You will see the notification alert when there is someone shares bot access with you.|
|Check if each step of the flow is working as expected as building your bot. It shows what is happening in each step such as values stored, action triggered, condition, and prompt. To see the actual preview, click on the icon next to the Preview bot.|
|Access conversation logs directly from the preview pane.|
|Preview your bot in different channels.|
3. Conversation settings#
This is a general (Home) flow that the bot follows irrespective of the training given to it.
- There is always a welcome message configured and displayed to the user.
- The bot responds to the queries it understands and do not understand.
Such a flow is configured on the Home -flow. It is further customized as per the use case.
This flow is a basic architecture of the bot.
In-depth about each of the nodes involved in this flow:
- Welcome message: This is the first message sent by the bot. You can click Click here to add responses and select the type of message that you wish to display to the user.
Text can be entered in Bot says field. Images, Carousel, Videos, Files and Quick replies can also be added. When Execute Flow is selected, the start of the flow will be directed to the selected flow.
- Callout: These banners on top of the chat can be used to promote a brand and/or to get visitors from the host website to go to the advertiser's website.
You can add 4 callouts with 2 buttons each. Buttons can be further customised by clicking Advanced Settings.
User responds to the bot question (that is mentioned along with the welcome message).
When bot understands a user response, it will try and fetch answers from:
Flows: These are all the flows (/categories) which will get triggered based on the user response.
FAQs: Bot check for replies in FAQs.
When the bot does not understand a user response, it will display the text mentioned in either of the below options:
- Suggestion: Enable suggestions to display suggestions to this user. This can be used when you want to redirect a user in some way when the requested answer is not found.
User: I want a triple berry sparkler. Bot: I am sorry, would you like to look at our menu?
- Document Search: The bot responds to the user based on the data from the uploaded document.
- Fallback: Fallback occurs when the solution for what the user has asked was not found anywhere.
Text can be entered in Bot says field. Images, Carousel, Videos, Files and Quick replies can also be added. When Execute Flow is selected, the flow will be directed to the selected flow.
4. Steps to build a bot#
A bot consists of one or more conversation flows. A flow is a set of events carried out in sequential order according to the conditions set.
Create a bot
You can create a bot from scratch or by using the preexisting templates on Marketplace.
Marketplace: Use ready-to-use templates to quickly create your bots easily. There are several templates available to cater to different business scenarios. You can then modify the template flow as per your requirement.
Add Welcome message
You first need to configure the welcome message to prompt when the user opens the bot. Click on the Start node to set the welcome message.
- Hey! How can I help you today?
- Welcome to the XYZ company, I am Boty! How can I assist you?
Define Studio functionalities
Define your bot using various Studio functionalities.
|Add a Flow||A conversational flow is a set of events that are carried out in sequential order according to the conditions set. Create multiple flows and trigger each flow logically as per the requirement.|
|Organise your conversational logic||Each node is a point of flow. Use Nodes to ask questions, store values, show information, perform math functions, trigger condition-based actions, and make API calls.|
|Use Database||To store information (such as location, address, and user information) in the Yellow.ai Platform and retrieve the details wherever required in the flow.|
|Use Document cognition||To enable bot to answer user queries from the documents that you have.|
|Make your bot smart by triggering actions or flows based on user activities or Events||For example, send a predefined text when no agent is online, or when assigned to an agent; when a user closes a promotion shown in the bot; trigger flows when a user opens a specific URL.|
|Make your bot handle unintended replies wisely through Context management||For example, what if a customer types a new question when the bot asks for the mobile number?|
|Use Localization||To serve users worldwide by making the bot interact in the user's native language. Yellow supports over 100 languages.|
|Function||If you are a developer, use Code to define custom functionalities.|
|Connect third-party systems through APIs to retrieve data directly from that system||For example, you can show user details that are available in your database which is the need of importing the entire data to Yellow Platform.|
|Fallback||There could be instances where your bot does not understand how to respond to your user intent. Use Fallback to provide suggestions, answer from documents, connect to an agent, or show a message.|
|Testing the bot||Test each flow as and when you create it to ensure it is working as desired.|
Create all the flows required for your use case and ensure these flows are properly connected. Test each flow to improvise it.
Train the bot
Test the bot
Test your bot to ensure it's functioning as expected.
Keep your bot effective over time through Self-learning and analysing Conversation logs.
We have introduced shortcut keys to make it easy for you to access key options and increase the productivity of repetetive tasks.
You can directly use the keys to access the function from the screen where that particular option is available.
The following table lists the keyboard shortcuts for Studio module -
|Open new node selector||n||Studio|
|Go to Intents page||i||Studio|
|Go to Entities page||e||Studio|
|Opens select flow/journey dropdown||s + f||Studio|
|Go back (wherever you are)||b||Global|
|Opens select bot dropdown||s + b||Global|
|Go to Studio module||g + s||Global|
|Go to Overview page||g + o||Global|
Understand the different types of flows and create a bot flow for your use case, click here to learn more.