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About

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

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How to install

Before installing the Service Bot application, it is essential that you have the Beesender application installed on your system, and that you have at least one Beesender Bot Master license. If you do not have these requirements in place, you will be unable to proceed with the installation of the Service Bot application

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

After successfully installing the Service Bot application, a new section will appear in the Beesender workspace called Welcome bot configuration

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

After successfully installing the Service Bot application, a new section will appear in the Beesender workspace called Welcome bot configuration

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.

Beesender_WB_AddChatbot.mp4

More information on how to add agents and chatbots, as well as how to create channels, can be found through the links and in the Quick Start section.

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