GS Widget Articles

What are the best practices for ending a conversation with the bot?

Learn how to best set up the end of the conversation with the bot to make the most of the bot experience.

We recommend you provide a way to reengage the bot when your interaction is over, for example, as a response to Goodbye set Happy to help! Say 'hi' again if you need anything.. This way you make it easy for the user to reengage the bot when they come back.

On which digital channels can Digital DX be installed?

Digital DX is designed to provide excellent self-service experience in multiple digital channels.

In addition to a website, the Digital DX Q&A widget can be deployed on the following digital channels:

  • Mobile devices, such as iPhone, iPad, and Android devices. You can read more here.
  • Internal portal (such as your intranet)

Regardless of the type of the channel, the deployment process is quick and easy, and in most cases takes from minutes to a few hours.

Bold360 Advise widgets for internal support

Improve your employees' productivity by providing integrated, easy access to your company's knowledge base.

Bold360 offers search widgets that end-users can use to receive self-service information from their company?s internal knowledge base. The widget can also be used for knowledge sharing as end-users can suggest a response to a question as a new article. In Bold360 Advise, the end-user of the widget is the customer-facing employee of your company who may need information from a knowledge base that you do not want to make publicly available.

Bold360 Advise offers the following widget types:

Google Chrome extension
After adding the Bold360 Advise search widget to your Google Chrome browser as an extension, it is available in the browser on any website. The end-user can either open the extension or use the website?s context menu the receive help. End-users can also suggest an article as response to a search that did not return any result.
Salesforce widget
Available from a Salesforce account only. After the company?s admin installs the widget, it automatically becomes available for every employee when looking at a case in Salesforce.

How can I customize message length in widgets?

How to customize the "Read more" character count

You can set the maximum length of bot answers that are presented in a conversational widget. When a bot answer exceeds this character limit, it is truncated and a Read more button is displayed, which opens the article in full length.

When set to 0, articles are displayed in full length.

To define when the Read more button is displayed, do the following:

  1. In the AI Console, go to Touchpoints > Widgets.
  2. Click Personalize under the widget type that you want to change.
  3. Select a knowledge base or URL to customize.
  4. On the Basics tab, make sure you have Conversational selected for Widget Mode.
  5. In the Maximum Length Before Answer is Truncated field, click Customize.
  6. Type the number of characters to display without truncating the article.
  7. Save your changes.

How to override "Read more" character count at article level

You can manually change when the Read more button is displayed for a specific article.

Note: This setting only applies to conversational web widgets.
  1. In the AI Console, go to Knowledge > Articles.
  2. Select an article that you want to modify.

In the menu bar, click the Read More button.

The Read more separator is displayed.

  • In the article, hover your mouse over the Read more separator. Click and drag the multi-arrow icon on the left to move the separator.
  • Save your changes.

When the widget displays the article, the Read more button is now displayed at the revised place in the article.

Message length customization with the API in conversational widgets

You can define the length of messages before they are truncated and the Read more button is displayed in conversational web widgets. For example, to set visible message length to 400 characters, you can use the setReadMoreLimit Widget API method as follows:

nanorep.floatingWidget.api.conversation.setReadMoreLimit(400);

By default, the first 320 characters of a message are displayed.

Message length customization with the API in mobile widgets

You can define the length of messages before they are truncated and the Read more button is displayed in conversational mobile widgets. You can set the visible message length between 320 and 640 characters in the mobile application.

How to customize the widget header icon

For Harmony widgets in Conversational mode, you can display an image in the widget header on the left side.

You can add a custom logo to the header of the Harmony widget.
  1. In the AI Console, go to Touchpoints > Widgets.
  2. Click Personalize under the widget type you want to change.
  3. Select the URL or knowledge base where you want to make your change.
  4. On the Basics tab, make sure you have Harmony selected for Skin.
  5. In the Title Icon field, click Customize.
  6. Click Upload Image and select the logo you want to display in the widget header.
  7. Save your changes.

Your customers will have the following experience:

How do I set the widget to be mobile-responsive?

The web page on which the widget is installed must be a native mobile-responsive website. If it is not a mobile-responsive website, the mobile widget will be displayed in normal mode. In normal mode the widget is opened in a separate window when clicked.
  1. In the AI Console, go to Touchpoints > Widgets.
  2. Click Personalize under the widget type you want to change.
  3. Select the URL or knowledge base where you want to make your change.
  4. On the Advanced tab, select the following options:
    • Mobile widget enabled
    • Mobile - responsive behavior enabled
  5. Save your changes.

How to gracefully minimize widget after live chat ends

For Slim and Harmony widgets in Conversational mode, you can now define a closing salutation before the widget closes automatically at the end of a live chat. This way, you can let customers close the chat widget themselves. To do so,
  1. In the AI Console, go to Touchpoints > Widgets.
  2. Click Personalize under the widget type that you want to change.
  3. Select a knowledge base or URL to customize.
  4. On the Basics tab, make sure you have a Slim or Harmony selected for Widget Mode.
  5. On the Advanced tab, select Display goodbye message before closing the widget.

    This option is disabled by default.

  6. Save your changes.

Customers have the following experience when ending live chat:

How to make the widget open automatically in full screen

For customers on mobile devices, the Slim and Harmony widgets are optimized for mobile experience: when the customer clicks the chat button, the chat widget is displayed in full screen. In a Harmony widget, customers on mobile devices have the exact same experience as customers on the web.

To enable this feature for customers on mobile, do the following:

  1. In the AI Console, go to Touchpoints > Widgets.
  2. Click Personalize under the widget type you want to change.
  3. Select a knowledge base or URL to customize.
  4. On the Basics tab, make sure you have a Slim or Harmony selected for Widget Mode.
  5. On the Advanced tab, select Enable Full Screen Mobile Widget.

    This option is disabled by default.

  6. Save your changes.

Customers have the following experience on their mobile devices:

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Announcements

Genesys DX/Bold360 End of Life: January 2024

The Genesys DX (Bold360) platform will end of life on January 31st, 2024. This difficult decision was announced in March, 2023.  

Genesys continues to make a strong commitment to Genesys Cloud, while tightening the portfolio to further accelerate feature growth on the platform. Part of that included bringing over key Genesys DX features to Genesys Cloud CX, such as Knowledge Optimizer that focuses on ease-of-use knowledge management. Digital only licenses for Genesys Cloud were also introduced late last year, which are suitable to those who are not looking for voice capabilities or who need agent seats that only feature support for digital channels. 

Details on the end of life timeline

As of January 31st, 2024, access to Genesys DX product interfaces and customer-deployed components stop to function. Users will no longer be able to log into product interfaces, and all of the boldchat/bold360/nanorep domains will become unavailable for use. If you are curious on what the code on your website related to this might look like and how to remove it, we encourage referencing this post on the DX community

After January 31st, 2024, admins will still be able to get access for an additional 30 days. This period is meant to allow for extracting the necessary data from the platform. Historical data extraction from your account will be available to retrieve by data extraction APIs (Bold360 APIs and Nanorep APIs).