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A quick overview of Convoboss Editor

Convoboss is designed for both tech and non-tech people. Everyone can easily build a simple chatbot by themselves. But before driving deep into creating an actual bot, we recommend checking out our articles about basic components below, it would be extremely helpful most especially if you are new to Convoboss.

Canvas

Canvas is our drag-and-drop interface that gives you an overall view of the chatbot flow. Within the Canvas, you can insert messages, set up conversation blocks, connect blocks together and provide instruction on navigation. You can even load data dynamically into the flow, run the code fast and easily.

Now, you can see your bot flow as a map and observe the logic of your conversation visually.




Library Panel

We gather the most popular functions that bots can perform into the Library panel. It is the first tab located in the left column of the Editor. The Library contains all types of blocks you need to set up a chatbot flow, including the following:
The chatbot is built by dragging and dropping a block from this library panel onto the canvas to quickly create a new block.


Data Panel

Data panel is on the left-hand side of the Bot Builder. This panel contains all the dynamic data such as Variables, User Responses, User Attributes, and Bot Attribute. For instance, you can use the variables in every bot like {first name} to greet your customers and provide a personalized experience. You can also create your own custom attributes, collect input from your customers for further usage. Those variables are great for creating features that require calculations, booking, and order.


Properties Panel

Properties are located on the right-hand side of the Flow Editor, under the Preview button. It shows settings for each block and these settings can be visited contents and appearance of any blocks.

Quick Responses

Quick Responses is the button that offers the user options to respond promptly to the next step.

  • None: shows no quick replies. 
  • CMS: Icons and texts can be loaded dynamically into Quick Responses. You can check our CMS for more details.
  • Static: are buttons of static text, user's location, user phone number, and email
    • Text: Convoboss allows you to enter up to 20 characters to create a name for the button, at the same time, you can use a picture link or upload an image for setting button icon
    • Phone number or Email: When the users select this button, they will send an Email or Phone Number to the bot. If the user's profile does not have a  phone number or an email, the quick response button will not be shown.

Typing Time: Display the time that the message delivers to the user. For example, the typing time of block is 3 seconds meaning that the user has to wait 3 seconds for the chatbot to compose the message and display it to the user.




Use CMS Data

CMS (Content Management System) is one of the special features by Convoboss. With CMS, you can create and manage digital content for your bot. Also, CMS allows your users to browse your products on chatbot easily.

You insert data from CMS into the Block by turning on the Use CMS data toggle. It provides options to select and filter CMS items by Entity, Query Limit, Sort by, Order by.

For more information, please read our documentation about 
CMS


User Response Handling

To let the flow move on from a current block, the bot builder can enable Expect User Response in User Response Handling. The replies or responses after this block will be captured and stored in a data placeholder under this block's name. Captured User Response will show up in the Data Panel.
  • Response Validation: Type of information you want the user to enter such as Email, Date, Phone number, Weblink, Number. When choosing one of these formats, users are forced to enter a response that matches each format, otherwise, the bot will not continue or report the error.
  • Validation Error Message: This is where you enter the message you want the chatbot to reply to the users when they enter an answer that does not match the format you have set up in Response Validation.
  • Show This Block Again Upon Validation Error: If enabled, the bot will display the same Block again with a text message that is defined in the Validation Error Message.


Outgoing Panel

This section provides an overview of outgoing connections from this block. For example, block Ask the phone number is the selected block, this block generates a block Choose date and time. Therefore, block Choose date and time appears at the Outgoing Connections Panel for you to easily manage and customize.




Outline Panel

Outline Panel helps you manage chatbot within all the blocks that appear in Flow Editor including Regular Blocks, Advanced Blocks, and Action Blocks. You will be immediately directed to the block you want by clicking on the name of the block in the Outline Panel.





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Chatbot Help Portal | 2021