Setting up the Action skill

The idea of Vizir is to allow you to create chatbots that automate certain tasks. They are sort of superpowers. Here are some examples: send an email, create a ticket in Jira, modify a contact in your CRM, send data to an Excel, etc… Here’s how to proceed: follow the process!

We will take here as an example the creation of a ticket in an ITSM tool

Go back to your skills list and edit the Ticket skill

Choose the Action skill type (it will often be forms)

We have automatically created two types of resources for you

  • Collection: Allows to collect the necessary information before carrying out the action
  • Result: Displays to the user the results of the action we have performed (here the creation)

Add all the questions to ask at once

As we have seen for the skills, the easiest way is to add all the questions you want to ask the user at once.

Don’t panic, if you ever want to add or delete some later, it will be possible.

It’s just that it’s easier mentally to add everything at once for the first setting. Trust us !

At Vizir, there are 3 types of resources for action skills.

1°) Collect information

Now add the questions the chatbot should ask before creating the ticket.

For the example we will ask:

  1. Applicant’s email
  2. The subject of the request
  3. The description of the request

To add them, click on “Create a resource” then select “Collect” because we want to collect information from the user.

It is interesting to change the expected response type to “email” for the Email resource.
The “email” response type will force your users to provide an email address.

2°) Validation resource

We want a validation step that will allow the user to validate the information he has entered and modify it if necessary. 

To add the validation resource, click on “Create a resource” then select “Validate”.

The validation resource is pre-configured by Vizir so that you don’t have to create the buttons and perform the redirects.

However, if you add collection resources, it is necessary to delete and create your validation resource again. It will also be necessary to re-configure the triggering of the action. (Step: Configure the triggering of the action)

3°) Confirm to the user that the action went well

The result step informs the user that the action has been performed.

Write the content of your Resources

The idea now is to add the text of your resources. In other words, the questions that your chatbot will ask. In other words: the text he writes.

If you carefully followed my instructions above, you should have the same list of questions as below:

Set the text for the first 3 resources.

Here are some text ideas:

  • Email: To send your request to our team, insert your email here.
  • Subject: What is the subject of your request?
  • Description: Could you describe your request in more detail?

Set the text for the “Result” resource.

Here is a text idea:

  • Result:

Configure the triggering of the action

It’s almost done. All that remains is to tell your chatbot when to perform the action.

In our case, it is when in the Ticket skill, the user answers Validate to the Validation question.

To configure this, go back to the Ticket skill, then to the Validation resource.

In the Logic tab, the workflow option is activated.

You have to tell the chatbot when it has to perform this action.

  • When the answer to the selected question
  • Is equal to => choose Equals in Operator
  • Yes => choose Validate in Value (or any other text if you named the button otherwise)
  • Trigger the Email workflow => choose Email (or create it) in Workflow. If it does not exist, click on enter and the workflow will be created.
  • And confirm that it went well: choose the Result resource in the values to trigger the actions, opposite default

This is what your Validation resource logic tab should look like:

Set up the workflow

You have completed your skill which will allow you to send an email.

Now we have to configure the workflow that we have created. A workflow is a combination of actions of the type: send email, post API, etc…

Go to Workflow

The workflow you created in the previous step is visible in this list, Edit it (small pen).

Click on “ADD A STAGE”

Click on the “Email – send email” option then edit the action (little pen, again and again)

Then edit the email that will go out:

  • Sender: insert an email address that will send the email
  • Email subject: type the subject of the email
  • Recipients: add the email addresses that will receive the email (press Enter to validate)
  • Email body: write the email sent. Remember to add the collected attributes by inserting them with the famous “@”

Cheer !

Your chatbot is finished!!

Go to the last step to test everything life-size!

next step

Etape suivante 👉

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