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The Service Bot is an add-on to the existing Welcome Bot, enhancing it with the following functionalities: creation of support tickets and viewing existing tickets with options for updates and cancellations.

How to install

There are two methods available for installing the Welcome Bot application:

1. Installation via the Creatio marketplace

2. Installation via a file

Installing the Welcome Bot application from the Marketplace

1. Go to Application Hub

2. Click New application

3. Select Marketplace powered

4. Select the application Service Bot for Creatio

5. Click Install

Installing the Beesender application from the File

1. Go to Application Hub

2. Click New application

3. Select Install from the file

4. Click Select file

5. Select the Service Bot package received from Beesender tech support

6. Click Open

Link the Welcome Bot process to the chatbot agent

Next, you need to link the Beesender - Welcome Bot process to the chatbot in the Beesender chat configuration. To do this:

1. Go to the ⚙️ System Designer

2. Click Beesender Chat Configuration in the Import and Integration section

3. On the Agents tab, click ➕

4. Fill in all the fields in the window that appears:

   • User – Select a system user with a Beesender license

   • Type – Chatbot

   • Active – Set the checkbox to allow the chatbot to receive chats

   • Processes – Select the process Beesender – Service Bot from the list

   • Max load – The total maximum weight of chats that the chatbot can process (you can safely bet 1000)

   • Queue Position – Set position in the queue. If you want the bot to start before the human agents, set the value to be less than the position of the human agents. Zero is the available value

5. Click on the "+" icon in the Channels details and select the channels where you want the Welcome Bot to operate.

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