How to create a chatbot in the skill builder
Skill builder is a tool for quick bot development. You do not need any special knowledge to work with it. Choose skills — actions that the bot will perform — and customize them to your business tasks.
To create a bot:
1. Choose skills
After creating a project through the skill builder, you will see the skill selection screen. Try the skills in the test widget and choose the ones that suit you:
- “Question answering (FAQ)” — the bot will answer your clients’ frequently asked questions.
- “Making an order or a request” — the bot will help to place an order and collect the necessary information and client contacts.
- “Collecting contacts” — the bot will collect client contacts in exchange for useful information or a promo code.
- “Service evaluation” — the bot will ask to evaluate the service using a 1 to 5 rating scale and will send the information to the manager.
- “Automatic messaging” — the bot will send the client scheduled messages with useful information. This skill does not involve the client communicating with the bot, so it cannot be connected together with other skills.
2. Customize the skills
After you have selected skills, you can edit them, add a menu, and set up transferring the dialog to an agent:
Add general phrases: a greeting, a dialog start phrase, a bot response to unrecognized client messages, and a dialog end phrase.
tipThe bot sends a dialog start phrase at the beginning of the conversation, and each time it performs one client task, for example, completes the ordering process or answers a question from the FAQ.Edit the bot phrases in the selected skills and add the option to send information from the dialog to the manager: via SMS, email, or Google Sheets.
tipSimulate a conversation between a client and a bot in a test widget. This will help you to complete the phrases of the bot and improve its logic.Add buttons to the bot menu so that the client can quickly launch a skill or get an answer to a question.
cautionLaunch buttons for selected skills are already added to the menu. You can’t delete them, only rename them.Set up transferring the dialog to an agent: connect a customer engagement platform (our free service Aimychat or the JivoChat service) or choose an option to transfer the dialog to the manager directly.
3. Connect channels
In the last step, select the channels of bot communication with clients.
For example, you can connect the bot to messengers or add the bot to a widget on a website.
Bot main screen
When you published the bot in the channel, you will see the bot main screen called My bot.
Customize the bot in the skill builder in the Skills section. You can also edit the bot in the J‑Graph visual editor mode.
! > To make the edited version of the bot available in the channels, first disсonnect the channels in the skill builder and then reconnect them in the visual editor.
Analyze the results of dialogs with the bot in the Statistics section. For example, you will see:
- How many orders your clients have placed.
- How many clients refused the offer or unsubscribed from the mailing list.
- At what stage of the conversation are clients most likely to stop. For example, when the client leaves the dialog if the bot does not understand their message.
View client messages in the Dialogs section.
Edit connected channels and add new ones in the Channel connections section.