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
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.
Now add the questions the chatbot should ask before creating the ticket.
For the example we will ask:
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.
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)
The result step informs the user that the action has been performed.
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:
Set the text for the “Result” resource.
Here is a text idea:
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.
This is what your Validation resource logic tab should look like:
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:
Cheer !
Your chatbot is finished!!
Go to the last step to test everything life-size!
You have finished and tested your chatbot, now see what it looks like life-size! Before opening your Chatbot, start by “Publish” this one: Now that
You have finished and tested your chatbot, now see what it looks like life-size! Before opening your Chatbot, start by “Publish” this one: Now that
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