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.
Features
Report an issue
Suggest an idea
Leave feedback
Request status
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:
Installing the Welcome Bot application from the Marketplace
Go to Application Hub
Click New application
Select Marketplace powered
Select the application Service Bot for Creatio
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
Go to Application Hub
Click New application
Select Install from the file
Click Select file
Select the Service Bot package received from Beesender tech support
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:
Go to the ⚙️ System Designer
Click Beesender Chat Configuration in the Import and Integration section
On the Agents tab, click ➕
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
Click on the "+" icon in the Channels details and select the channels where you want the Welcome Bot to operate.
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.
Service bot settings via the Welcome bot configuration section
Настройка сервисного бота производится в разделе Welcome bot configuration. На вкладке Service bot расположены группы полей.
The Welcome Bot Phrases tab description
Настройки и реплики сервисного бота расположены на вкладке Service bot. Вкладка содержит следующие группы полей:
Settings
Main menu buttons
Leave a request
Request status
Settings
Группа полей Settings содержит чекбоксы:
“Report an issue” is used – если проставить галочку, кнопка “Report an issue” будет доступна в главном меню
“Leave a feedback” is used – если проставить галочку, кнопка “Leave a feedback” будет доступна в главном меню
“Suggest an idea” is used – если проставить галочку, кнопка “Suggest an idea” будет доступна в главном меню
“Request status” is used – если проставить галочку, кнопка “Request status” будет доступна в главном меню
“Add information” is used – если проставить галочку, пользователь сможет дополнить свой запрос при просмотре статуса запроса
“Cancel request” is used – если проставить галочку, пользователь сможет отменить свой запрос при просмотре статуса запроса
Main menu buttons
На вкладке Main menu buttons расположены текста кнопок главного меню для сервисного бота.