Article Trees Articles

What are quick action events?

When using Quick Action buttons, a special event can be created.

An event can be setting a new context or changing an entity value. Events can help you gather more information about your users and their specific preferences so that the bot can present the most relevant content for them.

For example, let?s say we have a context called User Type, and its value are Basic and Advanced. Suppose we have an article providing a general overview of our product. We can add a quick button like Learn more with an event that changes the User Type context to Advanced. Therefore, when the bot displays the Learn more article, it presents the variation of the article that has Advanced context.

Important: For a context value to be successfully set using an event, the context category must have Detect from user search enabled.

How else can you use context-based quick action buttons?

Let's say, you want to offer different shipping information for website visitors who are currently looking at an item and visitors who have actually purchased that item. In this case, you can create a shipping-related article with two variations: one where the context called purchased is set to true and one without any context defined. Then in your main article, you create the quick action button and define an event to open the shipping-related article when the visitor clicks that button. In this case, visitors who are just looking for an item may find general shipping information, while customers who have purchased that item may see the date when they are supposed to receive their products.

Tip: You can use synonyms to cover different user inputs. For example, if the buttons show Yes and No, you can create a synonym group that includes yes, yeah, ya and so on. This way, if the user types yeah instead of choosing the Yes button, they still receive the relevant answer.

How do I define conversational flows?

There are multiple ways to enhance the conversational bot with call-to-action activities that enhance the user experience and help guide the flow and suggest options to the user. These can be added to the regular answers using the Conversation tab in Digital DX AI.

  1. In the AI Console, go to Knowledge > Articles and create a new article.
  2. On the Conversational tab, click the Conversation Enabled toggle to enable the conversational editor in the Article Editor.
  3. Select Add Flow.
  4. Add the main answer in the Content field that appears.
    Tip: If you want to display the content in multiple bubbles, enter the <page_separator/> tag in the text where you want to separate the content.
  5. Optional: Add rotating content.

    You can add variations for the content to create a more human-like user experience.

  6. Select +Child to create the options.
    Note: It is recommended to use between 5-7 quick buttons to avoid scrolling on the page.
  7. In the Title field that appears, enter the text you want to display on the button.

    The text on the button can be up to 20 characters long.

    Tip: Use synonyms to cover different user inputs. For example, if the buttons show Yes and No, you can create a synonym group that includes yes, yeah, ya and so on. This way, if the user types yeah instead of choosing the Yes button, they still receive the relevant answer.
  8. Select the type of button you want to use.

    You can either use quick buttons or persistent buttons. Quick buttons appear under the content as separate buttons and once the user selects an option, the rest of the options disappear. Persistent buttons appear as a list under the content and all of them remain visible to the user after they select one. Use the quick button if only one of the options is relevant to the user. Use the persistent buttons if multiple options could be relevant to the user.

  9. Add the content that is to be presented upon clicking the button.

    You have the following options:

    • Content: Enter the content that is to be presented to the user when they click on the button.
    • Variation ID: You can specify the article variation that is to be presented to the user.
    • Article: Use this option to direct the user to an answer in the knowledge base. You can search for articles by title.
    • Statement: Use this option if the answer has more variations associated with different contexts and you want the bot to display the relevant variation based on context. Enter the title of the article with multiple variations.
    • URL: You can create a link to a webpage with this option.
    • Phone Number: You can use this option to add a phone number and call the number defined when clicked.
      Note: Using this option affects the channeling score for phone on the Dashboard. For more information about the channeling score see What do I see on the Dashboard?.
    • External: Use this option to transfer parameters to an external interface. This is useful for handshaking with a customer app that uses certain parameters from the conversational bot.
  10. Optional: Besides plain text, you can also insert HTML elements in the conversation tree to enhance the conversation's look and feel, as well as its functionality. For example, you can enter a link in the conversational statement by adding an HTML tag in the Article Editor's text field.

How to create a linked article tree for multi-level answers

A linked article tree helps customers move through a series of related chunks of information until they get the answer they are looking for.

Linked articles are particularly useful for technical and troubleshooting questions. Customers ask their initial question and are presented with a list of options. The direction the article tree takes, and the eventual answer depend on the customer's choices.

In your knowledge base, articles that have links to other articles are labeled as Linked.

When you open such an article, you can see its linked articles on the Visibility tab of the Article Editor. To see all article trees in your knowledge base, in the Bold360 AI platform, go to Knowledge > Article Trees.

Follow the steps below to create an article tree.

  1. Create an article for the initial question.

    This should consist of the title representing the initial question and a series of answer options. Each option becomes a separate answer chain.

    Example: For example, you could create the following article:

    Title: My mobile phone is not working.

    Answer: What kind of mobile phone do you have?

    1. iPhone
    2. Android
  2. Create the subsequent answers in the chain for each previous answer option.

    Every answer is a separate article.

    Example: For example, you could create the following articles:

    1. For customers on iPhone, create the following article:

      Title: What iPhone model do you have?

      Answers:

      1. iPhone 7+ / iPhone 7
      2. iPhone 6+ / iPhone 6
      3. iPhone 5 / iPhone 5S
    2. For customers on Android, create the following article:

      Title: What model of Android phone do you have?

      Answers:

      1. Samsung
      2. HTC
  3. For each of the above answer options, write an accurate response.

    In this example, once the manufacturer and model are selected, the relevant answer can be displayed.

  4. Link the articles.

How to rearrange Quick Action buttons

You can drag-and-drop Quick Action and Persistent List buttons at the bottom of the Article Editor to change the order of the quick option buttons. By reorganizing buttons, you can easily drive customers' attention to the action that you prefer most.

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Set up an email account

Set up an email account

Configure Digital DX to receive, track, and manage emails.

  1. Create or edit an email account, as follows:
    1. In the Web Admin Center, go to Channels > Email > Email Accounts. The Email Accounts window is displayed.
      Note: To verify that an email account is set up properly, click Test next to an account.
    2. Select an existing account or click Create New. The New/Edit Email Account page is displayed.
  2. Select Enable email to activate the email account.
  3. Enter basic account settings on the General tab:
    Option Description
    Configuration Name Name the account for internal reference.
    Sender Email Address To use when sending email.
    Friendly Sender Name Used as the From Email Name when sending emails via this account. For example: Support Team, Jane Doe.
    Email client

    Select the email client you are using: MS Office 365 / Gmail / Other.

    The MS Office 365 and Gmail options don't only support the recommended OAuth 2.0 authentication, the Other option supports any client with basic authentication.

  4. Select the email client that you use to communicate over email.
    Note: In the Digital DX Desktop Client, you cannot select email client.
  5. Depending on your email client, you have the following options:
    Option Description
    User Name User name of the email server. For example, in the email address support@acme.com, the user name is support.
    Password The password associated with the user name for the POP3 server. Only available when you select Other for email client type.
    Server/Port Enter the host name or IP address and port of your mail server. If your email address is support@acme.com, then your mail server host name is normally mail.acme.com or just acme.com. All inbound emails are retrieved from this POP3 server.
    Secure Connection (SSL) To use a secure connection to your mail server, check Secure Connection (SSL) and enter the Port to be used for the connection. Check with your service provider as required.
    Type Choose your server type: POP3 or IMAP.
    Note: POP3 is unavailable for Microsoft Office 365 users.
    Leave copy of messages on server Store copies of emails on your POP3 server to facilitate download to Outlook or any other mail client.
    Folder Click Refresh folder list and then select the folder in your email account that you want to use for email communication with your customers.
    Tenant ID You Microsoft Tenant ID that you can find in the Azure AD admin center. (in the Directory ID field on the Properties page). Only available for Microsoft Office 365 users.
    Client ID
    • Microsoft Office 365 users find it in the Overview page of the Azure AD admin center
    • Gmail users find it on the APIs & Services > Credentials page Google Cloud Platform
    Client Secret Your client secret that you can find right next to your client ID. Only available for Microsoft Office 365 and Gmail users.
    Outgoing server Select SMTP server to set up an SMTP server for outgoing email.
  6. Optional: (Optional) Enter additional settings on the Distribution - Organization tab:
    Option Description
    Department Associate a Department with the email account. The Department can be used to override account-level automatic distribution settings and to determine which agents can be assigned emails by the automatic distribution system.
    Maintain email thread ownership on new mails Preserve the Owner (agent) field of each email thread.
    Append email thread ID to subject Append the Email Thread ID to the subject of replies. This make it easier to keep track of conversations with customers.
    Append email thread ID to subject Append the Email Thread ID to the subject of replies. This make it easier to keep track of conversations with customers.
    Auto-bcc Specify an email address that is included in the BCC field of all outbound emails from the agent.
  7. Optional: (Optional) Enter additional settings on the Format and content tab:
    Option Description
    Encoding Encoding for outgoing and incoming messages.
    Format Choose to show incoming email as either plain text or HTML.
    Canned messages for emails Select canned message folders that agents can use with email.
    Email Footer Enable and design a footer that is appended to all emails sent from this email account.
  8. Save your changes.
  9. For Gmail and MS O365 integrations, go to the recently added email account on the Email Account view and select the Authorize option.

    Complete the steps in the dialog that appears. Once the authentication is complete, the status of the email channel changes to Ready.