The Bots Dashboard Builder Page displays information of the chatbots created within the KLoBot application. The user can create a new chat bot, search and view chat bots accordingly.

Features - Bots Dashboard

Navigation Bar

  1. Add a New Bot – Creates and adds a new chat bot to the bot list page.
  2. Search Chat Bot – User can search a chat bot by name or author of the chat bot.
  3. Summary View – Shows a list of chat bots in Grid view.
  4. List View – Shows a list of chat bots in List view.
  5. Max Bots – Shows maximum number of chat bots per page.
  6. Pagination – Allows user to view chat bots by clicking next or previous page.

Bots Dashboard - Summary View

  1. Chat Bot Name – Shows the name of the chat bot.
  2. Chat Bot Author – Shows the name of the user who created the chat bot.
  3. Modified Date – Shows the date when the chat bot was last modified.
  4. Delete – Deletes a chat bot in the bot list page.

Bots Dashboard - List View

  1. Chat Bot Name – Shows the name of the chat bot.
  2. Chat Bot Author – Shows the name of the user who created the chat bot.
  3. Created On – Shows the date when the chatbot was created.
  4. Modified By – Shows the user that last modified the chatbot.
  5. Modified On – Shows the date when the chatbot was last modified.
  6. Trainers – Shows a list of assigned trainers in the chatbot.
  7. Actions – Shows a list of actions. Users can view and delete the chatbot.
    1. View Bot – Redirects user to the Chatbot Details Page.
    2. Delete Bot – Deletes a chatbot on the bot list page.

The Bot Details Page has a variety of features where users can customize how the chat bot behaves when they communicate with it. This page allows the users to create a custom chat bot to which they can design the overall look and feel of the chat bot.

In this page, the users can:

Customize the look of the chat bot

Drag and Drop skills to add to the skill list

Customize the chat bot settings

Test the skills via Preview Bot

Assign Trainers

Deploy a chat bot to different channels

Features - Bot Details Page

Skills

  1. Add Button – Redirects user to the Skill Builder page to create a new skill.
  2. Skill List – Shows users a categorized selection of Skills in a form of a dropdown menu. It has divided to 3 parts namely:
    • Task – Skills that require a task or action to be accomplished.
    • Information – Skills that provide information or knowledge to users.
    • FAQ – Skills created from the Knowledge Builder.

Trainers

Users can add a trainer to get access to their chatbot.

Shows a list of trainers assigned to a specific chatbot.

Bot Details

  1. Chat Bot Name – Displays the chat bot’s name. Users can customize and change the chat bot names to a different chat bot name.
  2. Bot Information – Shows a concise description of the chat bot application. When users click this button, the description is displayed in the bottom of the chat bot name.
  3. Bot Settings – Redirects the user to the Bot Settings page. This is where chat bot users can customize the look and behavior of the chat bot.
  4. Preview Bot – Opens the chat bot tab on the right-hand side to allow users to chat and communicate with the chat bot.
  5. Deploy To – Opens a tab that contains a list of channels where a user can deploy the chat bot. Each of these channels include corresponding instructions to deploy the chat bot to a channel.

Bot Settings Page

  1. Bot Name – Contains the chat bot name. Users can customize and assign a new chat bot name.
  2. Bot Description  – Shows the chat bot’s description. This bot description is shown in the Bot Information component where users can customize the description. It is also shown when a user deploys a chat bot as a custom app in Microsoft Teams App.
  3. Microsoft Teams Icon – Shows the chat bot icon when a user deploys to Microsoft Teams App. Users can customize and upload a PNG file to show in the Teams App.
    • Bot Icon – The Main icon in the MS Teams Application. User must upload a 128×128 PNG file.
    • Teams Outline Icon – The sub-icon that is shown on the left-hand panel of the MS Teams Application. The user must upload a 46×46 PNG file.

Chat Bot UI

This is the section where users can customize and design the color scheme of the chat bot. It also shows a dynamic preview of the chat bot when users edit or update the colors.

Bot Channel Information

  • Contains all the necessary credentials such as client ID or Page ID that a channel application requires whenever a user deploys a chat bot to those channels.
  • These credentials are a requirement in deploying to different channels.

Twilio Settings

This section includes the Twilio Phone Number assigned to a specific chat bot. This is a requirement if a user deploys a chat bot to Twilio.

  • Twilio Phone Number – The number from Twilio Application for users to communicate with. To verify, click the checkbox icon on the right-hand side of the text area.
  • Caller List – Serves as a list of callers that has access to communicate the chat bot through the Twilio Phone Number. The user must upload an Excel Template that contains the name and phone number. To manage caller list, click the icon on the right-hand side of the text area.
    • Click here to download template – Downloads an Excel template where users can add callers to gain access to the Twilio number.
    • Manage Callers – Shows a list of the callers. Users can disable or enable access by clicking the disable or enable icons phone numbers.

Other Settings

Contains several features that a user can enable and shown as a list of options in the Chat UI.

  • My Queries – If enabled, chat bot users would be shown a list of recently used messages or commands in the chat bot dialog.
  • Most Popular Queries – If enabled, chat bot users would be shown a list of most popular or most frequently used messages and commands in the chat bot dialog.
  1. Disable Chat Settings – If enabled, the chat bot is disabled when gibberish has been typed into the chat.
  2. Skill Initiation Settings – Pop-up button that opens a modal that allows a user to select a skill to auto initiate or auto trigger.
  3. Save Changes – Saves all changes or modifications made in the bot settings page.
  4. Cancel Changes – Discards all changes or modifications made in the bot settings page.

Common How-To’s

Chat Bot Building Process

1. Log-in and enter your credentials then proceed to the Bot Builder Page.

2. Create a new Bot by clicking Add a New Bot from the Navigation bar. You will be redirected to the Bot Page.

3. In the Bot Page, you can create a new skill or add a skill located on the left-hand side of the page.

  1.  To create a new skill, click the + button. You will be redirected to the Skill Builder page.
  2.  To add a new skill, click the > dropdown menus. The skills are divided to different skill-type categories namely Task, Information and FAQ.
  3.  Once you have selected a skill to add, simply drag and drop the skill tab to ADD SKILL field. The skill is added to the Skill List page.
  4.  In the skill tab, you can see when the skill was created and when it was last modified.
  5.  You can edit the skill by clicking the settings icon which redirects you to the Skill Builder page
  6.  To remove this skill, simply click the X button. The skill is added back to the dropdown menu

4. Test and communicate with the chat bot by clicking Preview Bot button on the righthand side of the page. This will open a new chat bot conversation

5. Enter a message and send to the chat bot by clicking enter key or clicking the send icon located on the right-hand side of the chat box.

6. For quality assurance, you can also deploy a chat bot to multiple channels. Click the Deploy To button and select a channel to deploy the chat bot

NOTE: Once chat bot is deployed to a channel, communicate with the chat bot and ensure that the desired results are met.

  1. Go to Bot Settings and click Skill Auto Initiate. This will open a modal to select a list of skills.
  2. Once the modal pops-up. Select a skill to auto initiate.
  3. Once you’ve selected a skill, you need to select an utterance to trigger the skill.
  4. Click Save changes to save modifications.
  5. To discard changes, click stop.
  6. To test, go to the main page and click Preview Bot. The skill will trigger by itself depending on the utterance you’ve selected.
  1. Navigate to Bot Icon and click Choose File. Select your PNG file.
    NOTE: You must upload 128×128 PNG file in order to change the icon.
  2. You will also get a preview of the icon you just uploaded on the right-hand side of the Bot Settings page.
  3. Click Save Changes. You will notice that the chat bot icon has been modified on top of the Chat Bot Name.
  4. Refresh the web page and click Preview Bot. You’ll notice that the chat bot icon changed.
  5. To remove chat bot icon, go to Bot Settings page and navigate to Bot Icon. Click the Trash Icon and Save Changes.