Import a linear procedure from an Excel

Find out how to turn an Excel into a selfcare procedure!

First of all, what is a linear procedure? At Vizir we call linear procedure, a scenario skill which is a succession of steps that the user will follow to solve a problem as you can see in this video .

In our example, this is a procedure to fix a secondary screen not working issue.

Here is the structure of the Excel file to automatically import this procedure into your chatbot:

There are therefore 7 columns in this template:

  1. the first one that just matches the line number
  2. the second which describes the message you want the chatbot to display.

Example: in line 2, I defined my resource with the bot message “Start with …”, which allows me to get this text when I access my FAQ in the chatbot. To get two messages like below, you just need to separate with a “;” the text of your two messages.

3) the third which describes the title of the resource => you must name the resource with common sense because it is the name that will allow you to use the user’s response in actions or statistics.

4) The next three columns are used to determine if you want to equip the bot message with the buttons as below:

It is just a question of putting yes or no for each of the buttons. In the example, “problem solved” stops the current process and returns to the menu; the “create a ticket” button allows you to stop the process if you cannot complete a step. “Next” simply allows you to go to the next step in the procedure.

5) Finally, the image column allows you to enter the URL of an image you want to add to your procedure step, as below:

It’s your turn !

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