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Getting Started With Floatbot

How to create a Chatbot ?

  • With the appropriate Login Details, Login to the Floatbot Dashboard.
  • There are three options available: Dashboard, Demo and Settings.
  • Go To Dashboard to create a chatbot
  • Go To Demo to see the Demo of your chatbot
  • Settings allows to change the Basic Settings of a chatbot:
    Accepted Values
    • Floatbot Label: Name of the Chatbot
    • Bot Position: Bottom-Left, Bottom-Right
    • Customize Colors:
      • Logo Background
      • Theme
      • Message

About Bots, Groups, Flows and Buttons

  • A typical bot consist of a set of groups.
  • Groups are the collection of sections or part of a chatbot known as "Flows".
  • Flows consist of the messages (text, images, links etc) set in the response of the chatbot.
  • You can connect two groups or two flows by creating a button and then linking it to other one. Add Group allows you to add groups to your chatbot. Add Flow allows you to add flows to your chatbot.
Build chatbot in Floatbot
Setup AI in floatbot
Engage Customert
sentiment analysis
Configure chatbot in floatbot

Build

Build allows you to Build your Chatbot by your own

Build chatbot for banks

Default Group :

Default Message

Default Group has two default chat flows:

1. Welcome Message

Setup your chatbot welcome message from Here

Default Message

2. Default Message

Setup your chatbot default answer from here

Welcome Message

Creating a Group :

  • On the left of Bot structure click on + ADD GROUP button
  • Name the Group and then you can set a Chatbot response in various forms.

build a chatbot

Text :

  • Add the text response message to display when the flow is invoked.

Quick Reply :

  • Add question you want to ask along with the options as button names. You can also save the user response by creating attributes to use it later to broadcast messages to specific users.
  • Quick Reply allows users to quickly reply from the available options.

Image :

  • Add image in chatbot flow with the help of Image card.

Gallery :

  • Gallery Card allows user to display chatbot items in the form of Gallery.
  • You can display Gallery with Heading, Subtitle or description, URL and a Button which allows to link up a Flow or URL with the Gallery.

User Input:

  • User Inputs are to get inputs from users.
  • Enter your Message to be displayed to User
  • Add validation as (Text, Phone, Email, Number or Custom)

    1 . Text :
     If the answer is expected in the form of text

    2 . Phone :
    If the answer is expected to be a Phone number

    3 . Email :
    If the answer is expected to be an Email ID.

    4 . Number :
    If the answer is expected to be a number

    5 . Custom :
    You can also customize the validation as per the requirement to get appropriate response from user. To customize a validation you need to give a name to validation, along with the regular expression and an error message to be displayed if user does not enter proper value.

  • Save Answer to attributes: Create attributes to store user inputs to use it later.

JSON API :

  • The JSON API plugin enables you to integrate your backend into your chatbots on Floatbot.
  • The JSON API plugin enables your bot to send HTTP GET and POST requests and interpret responses

    It allows you to

    1 . Generate dynamic content

    2 . Get and set user attributes

    3 . Redirect users to another block in the bot

    4 . Create postbacks

    If you select POST user attributes get send in the body of the request. GET adds parameters as a query string.The max. timeout is 10 seconds in both cases.

    In your responses, you can

  • Combine several messages in one answer by sending several dictionaries in the messages array.
  • Use any content type header.
  • Send an empty response to not show the user any dynamic content.

Response Reference:

Sending text

Use this response to send text messages.

{
"data":
[
     { "text": "Welcome to Floatbot!" },
     { "text": "How do you do" }
]
}

Sending Text with Button

Use this response to send text with button.

{
"data":
[
    {
     "text": "Welcome to the Floatbot world!",
      "buttons":
       [
          {
            "type" : "url",
             "title" : "Test",
             "link" : "https://floatbot.ai/"
          }
       ]
      }
]
}

Sending Text with Quick Reply

Use this response to send text with Quick Reply.

{
  "data":
[
   {
          "text": "Welcome to the Floatbot world!",
          "attribute":"f_name",
          "quick_reply":
          [
             {
                "title" : "Yes"
            },          
           {
               "title" : "No"          
           }
        ]
     }
    ]
}

Variable :

  • Variable can be used to perform mathematical expressions between values, attributes and can be stored in a variable. The result of the variable can be used to display anywhere in the flow. Use it to set, reset or perform any storage based on flow or user's activity.
  • Give the Variable name and in front of variable, give the value to be assigned in the variable. It can be any mathematical operations from: Plus, Minus, Division and Multiplication (+,-,/,*).
  • For Example: If you want to display the profit amount in the flow, then you can perform operation between sale price and purchase price. This will save the profit value in the variable to display it further.

Setup Al

With AI Setup make the chatbot recognize specific phrases a user enters and reply with a relevant answer.

  • Go to Set up AI Tab from the left of the Dashboard.
chatbot builder for microsoft AI platform
  • Before setting up AI to your chatbot you need to sign-up for Dialogflow.

    Once you Sign-up for Dialogflow, Click on Create Agent in the left navigation and fill in the required fields.

    chatbot builder for dialogflow    

    After creating the agent, click on settings (Gear icon) of the agent from top of the side bar menu.

    DIY chatbot platform    

    In the API keys section of settings you'll find two access tokens that you will use for authentication in your floatbot dashboard.

  • Set up Rules (Keyword Phrases) by clicking on + ADD AI RULE button.
create chatbot
chatbot for government
  • You will need to add phrases which should trigger specific response from the chatbot.
  • These do not need to match exactly as user’s response.

For Example:

If you enter AI Rule as: “show men shoes”, the AI will trigger the same rule even if the user types:"Can you show me men shoes.

  • This becomes very easy for chatbot to respond, as you cannot enter all the possibilities of a sentence.

NOTE:

The more different phrases you enter, it becomes easier for a chatbot to respond accurately. Generally it is good practice to enter 5-10 phrases per rule to get the best matching possible.

chatbot builder
  • You can also add Bot response with a existing Flow, when a particular phrase is recognize, AI will trigger the mentioned flow.

Engage

Engage allows you to broadcast messages to chatbot users. By sending broadcast messages you can engage your customers.

You can broadcast messages with any items.

customer engagement AI chatbot

Analyse

Using analyse you can check All Answered/Unanswered queries and users Sentiments date wise.

Sentiments allows you to measure user experience based on the response chatbot receives. You can filter data by date range..

sentiment analysis

Configure

Configure your floatbot on website, android and iOS. Copy the code to your website for website integration or follow the instructions for more integrations.

API integration chatbot


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