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The package in which you create a business process must depend on the Beesender BeesenderBotMaster package |
| Table of Contents |
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What elements make up a chatbot?
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Start event – use this element as the beginning of your process
Beesender: Text message – use this element to send messages without buttons (for example, greeting, parting, some information, when you don’t expect a response to this message)
Beesender: Button messageAsk question – use this element to send messages with buttons OR when you want to receive an answer to your question
Beesender: Send image – use this element to send an image
Beesender: Send file – use this element to send a file
Beesender: Send location – use this element to send the location
Exclusive gateway (OR) – Exclusive gateway (OR)
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End event – use this element as the ending of your process
Create a chatbot process
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Go to the section Process library Library and click New Process
Fill in a name of your process and a code
Go to the Parameters tab and create 3 required parameters:
Title | Code | Data type |
|---|---|---|
ChatId | ChatId | Unique identifier |
ClientId | ClientId | Unique identifier |
OperatorId | OperatorId | Unique identifier |
Let’s try to create the first chatbot message!
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Select the element
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Select Beesender: Text message from the
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User action panel
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Fill in the fields:
Filed | Value |
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ChatId
Set parameter ChatId
ClientId
Set parameter ClientId
Set parameter OperatorId
Text | Set your message, for example Hello |
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Now go back to your Creatio system and set your process to your chatbot. Don’t forget to add the channel on the Channels detail.
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As you already know, the Beesender: Text message has the following mandatory parameters:
Filed | Value |
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ClientId
[#ClientId#]
OperatorId
[#OperatorId#]
[#ChatId#]
Text | The message you want to send |
In the Text field, you can not only write text but also enter the parameters read from the object. It can be like the name of the contact, today's date, and so on.
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Follow the link to learn more about working with the [Formula] process element
Beesender:
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Ask question
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Use Beesender: Button messageAsk question element to send messages with buttons OR when you want to receive an answer to your question. |
The Beesender: Text messageAsk question has the following mandatory parameters:
Filed | Value |
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ChatId
[#ChatId#]
ClientId
[#ClientId#]
OperatorId
[#OperatorId#]
Message | The message you want to send |
Button 1 - Button 9 | The text displayed on the button for selecting the client's response to the chatbot. During the dialogue with the chatbot, only those buttons that are filled in are displayed |
Answer | Leave this field blank |
For example, let’s try to create the next case:
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Select the element User task
Select Beesender: Button messageAsk question from the list
Fill in the fields:
ChatId, ClientId, OperatorId
Message: Please confirm that the information provided is correct
Button 1: Confirm
Button 2: Decline
Add element OR
Click on a flow and set the condition:
parameter Answer from Beesender: Button message Ask question element == parameter Button 1 from Beesender: Button message Ask question element
Add another flow from element OR and set the condition:
parameter Answer from Beesender: Button message Ask question == parameter Button 2 from Beesender: Button message Ask question element
Add the last flow from element OR to Beesender: Button message Ask question element and select flow type = Default type – this is necessary so that if the client doesn't select the buttons, but writes something, the process doesn't break, and repeats the previous question
Add Beesender: Text message element on Confirm flow and field in fields:
ChatId, ClientId, OperatorId
Text: Thank you, the information is confirmed
Add Beesender: Button messageAsk question element on Decline flow and field in fields:
ChatId, ClientId, OperatorId
Message: Please enter a valid full name
Leave all other fields blank
Add Modify data element, select Contact object, where Id = Id from Read Contact data element
Select column Full name and set to this field the parameter Answer from previous Beesender: Button messageAsk question element
Save your process
Go back to your channel and write a new message to trigger a chatbot
Select buttons to see the result
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