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How to train the bot from the History section

It often happens that you do not have enough data at the very beginning of your journey to automate conversations. Therefore, in this step, the History section will help you.

How to use the History section

Let’s start. In the History section all the statistics of the bot communication with users are collected. This is necessary in order to collect possible questions from users and see if your assistant answers correctly.

After you have chosen the right intents, you need to click the “True” button. Then these sample questions will be added to the corresponding intents.

You can always see and change them in the Builder.

After you have added all the sample questions to the intents you need to train the bot again. To do this, click the button “train the bot”.

Small tips

1. The same examples of questions in intents are highlighted in red and are not considered as two different examples.

2. Adding questions on a different topic to one intent will make your bot worse. Such intent may stop working altogether.

3. Intent with single word examples may not work at all.

How to use shortcodes and be personal

Shortcodes are designed to collect user data and use it in a further conversation. This will allow you to personalize the bot communication with the user.

Form block for collect codes

Let’s take an example of getting the name of your client. To do this, you need to create a form, add the question “What is your name?” and select the required shortcode. As soon as the user answers your question, the bot will record his answer in this shortcode.

To collect user data you need to create a Form block without integration!

Using Shortcodes

As soon as a user passes through this scenario, his name will always be available to you. You can use this shortcode in further answers in any other conversation thread.

In one form, you can collect as many shortcodes as you like. But we do not recommend creating long forms. Since the user entering the form will not be able to log out of it until the questions end.

Rules for using shortcodes

1. You need to remember that every time you request the same parameter from a user, the previous value of this parameter is replaced with a new value. For example, you cannot get from the user two values ​​of one @FullName or @Other shortcodes.

2. Ask the right questions. The value of the shortcode is recorded the entire user response that he will give to your question.

3. You can transmit all known shortcodes at the moment and use them when integrating with Zapier.

How to use shortcodes with tags

You can assign a shortcode to a tag in the “Tags” section in the Dialog Builder.

In this case the bot assigns the last value from the tag that was used in the conversation to the shortcode automatically. For example, if the bot asks the question: “What card do you want to choose”, and the user answers: “A debit card”, then the bot assigns the value “A debit card” to the appropriate shortcode. If the bot refers to this shortcode later in the conversation, the value “A debit card” will be retrieved from the shortcode.

How to use Answer and Form blocks

To start with, watch a video that explains the main principle how to use forms and answers:

Here are the main options how you can customize an answer in a convenient way:

 

Predicted answers and how to use them

Predicted answers

While you communicate with the user, the bot continues to help you. In the chat, you can see predicted answers. Predicted answers are answers that the bot wants to send to the user. You can click on an appropriate answer and send it immediately. This will help you respond faster.

The predicted answers will not appear if there are no dialog scripts in your bot or there are very few of it!

In each block, you can see the percentage of accuracy and confidence that this answer suits best to the context of the conversation.

How to switch a user from a Bot to an operator and back

If you have little data to train the bot, you can use our Live Chat feature and collect this data directly in the bot to create scenarios further.

How to switch?

The user can be switched to an operator in two ways:

  1. Automatically.
  2. Manually.

Switching occurs automatically  when our algorithm sees that a bot cannot respond to a user. In this case, this user is transferred to Live Chat with an operator, and the bot turns off and stops responding.

Manual switching can be added to any Answer Block. To do this, you need to add the appropriate function after the answer of the bot.

How to return to the bot

If the conversation with the user is over, then you need to close this ticket. Just click on the checkmark icon next to the username, and your user will be switched back to the bot.

Connecting services through Zapier (Webhooks)

You can connect any of 1000 services Zapier has to our platform using Zapier. Expoliting every service is different, so you need to study the instructions of Zapier.

Connect Zapier to your bot

To connect, we use WebHooks. Follow the steps below to create a connection:

1. Open Zapier and hit the “Make a Zap!” button.

2. Select “Webhooks” from the list of applications.

3. Select “Catch Hook” option and save.

4. Copy your webhook on this step and paste into the field to the left. Hit the “Save” button on our platform. You can skip the next step. Or you can conduct a test. First, press the green button in Odus, and then the blue button in Zapier.

8. That’s all. Now you can customize your Zap! At the end, you will see such a screen with test user data.

Adding Integration to dialog scripts

To transfer user data to Zapier, you need to add this function to the Dialog Builder. To do this, you can create a separate Answer block or add a function to existing blocks.

As soon as this function is activated, all data that is known about the user at the moment will be transferred to Zapier.

You can also add your own additional variable of any value. But this action is optional and up to you.

 The best way to use the data transfer function in Zapier is to put an integration inside an Answer block immediately after a Form Block.

How to create a Landing Bot

If your clients don’t use social media and messengers, then you can use our Landing Bot!

What is a Landing Bot

This is your widget but in a different form. Landing Bot is a full page with a chat with your bot only.

You can use a Landing Bot as a standalone page and send traffic to it, and you can also set it as one of the sections on any of your pages.

Landing Bot as a separate site

To install the Landing Bot on a separate page, you need to create a blank page and insert our code without changes.

Landing Bot inside your page

To install the Landing Bot inside your page, you need to create a blank page and insert our code without changes. In general you need to do everything exactly in the same way as when a landing bot is installed as a separate page. Then you need to create a <iframe> and set this code to the right place on the pages of your site.

This’s it!

How to create a Widget

Today I will tell you about the amazing widget for websites. You can place an assistant on any of your site in just a few clicks.

Let’s go!

First, you need to go through a simple registration on the Odus platform.

You can connect the widget in the assistant’s section of general settings that is called “Configure”. Enter the domain of the site where the widget will be placed. After that click on “Generate code”.

Copy the code and place it on all pages of the site between the <body> tags.

Widget is installed, congratulations!

Notifications

If you want to use themed notifications, you need to create tags. Then click the button “Generate code” .

After that, copy and paste tags on relevant pages between the <body> tags too. Insert a tag before the main widget code. Now your visitors will see meaningful notifications that could encourage them to write more to the assistant.

How to install a widget if your website is built using WordPress

In this case you need to use a plugin “Header Footer Code Manager” (https://wordpress.org/plugins/header-footer-code-manager/). This plugin is an easy interface to add snippets to the header or footer or above or below the content of your page. To install a widget, you need to create a new snippet (screenshots of an example are in the link above) and follow the instructions of the menu you will see. In the window “Snippet Code” you need to enter the code of your widget. You can find it in your menu in “Widget” section when you choose “Configure” in the main menu.

Everything is simple, isn’t it?

How and when to use Tags

How to use shortcodes with tags

You can assign a shortcode to a tag in the “Tags” section in the Dialog Builder.

In this case the bot assigns the last value from the tag that was used in the conversation to the shortcode automatically. For example, if the bot asks the question: “What card do you want to choose”, and the user answers: “A debit card”, then the bot assigns the value “A debit card” to the appropriate shortcode. If the bot refers to this shortcode later in the conversation, the value “A debit card” will be retrieved from the shortcode.