Chatbot+

What is Chatbot+?

This is a function that can add parts to run an action according to customer's needs.
"Action" represents functions like message, display stamp, move from page, add tag etc.

■Meaning of each word
■Add parts
　―Setting rule・Add rule
　―Set action
　　―Text form

(Next Page)Definition of each word

Definition of each word

Parts

It is a unit of Chatbot+ automatic processing.
It includes rules and actions.

Rule

It is a condition to activate Chatbot.

Action

It is an action that Chatbot does when the rule is matched.

(Next Page)Add parts

Add parts

(1)Click the setting button on the upper right of the management page.

(2)Click [Chat]>[Function]>[chatbot+ βversion] on the left side of the screen.

(3)Click [Add parts]

(4)Enter "Part's name" and "Detail" of the service you want to add.

(Next Page)Setting rule・Add rule

Setting rule

Set rules to activate parts
Rule is the condition to activate part's action added.
Choose rule from the pull down of each content.

Online/Offline

Online：When the chat is online, the part's action is activated.
Offline：When the chat is offline, the part's action is activated.
Either：The part's action will be activated regardless of the chat being online or offline.

Timer

No limit：It will always be activated when online/offline set above.
After displaying a page：It will be activated 〇seconds after the customer displayed the page.
After displaying a site：It will be activated 〇seconds after the customer displayed the site.
After customer's first remark：It will be activated 〇seconds after customer's first remark.
Since customer's last remark：It will be activated 〇seconds since customer's last remark.
Since operator's last remark：It will be activated 〇seconds since operator's last remark.
Since chatbot's last remark：It will be activated 〇seconds after regardless of who, but last remark.
After activating specific rule：It will be activated 〇seconds after activating specific rule.
when leaving a page：It will be activated when the customer is leaving a page.

Activation limit

You can set the limit to activate part's action.
For example, if you set the activation limit of message to [1], when the customer closes the message box once, it would not show the message box for certain amount of time even if the other rules are fulfilled.

Add rules

You can add activation rules in addition to [Setting rule] written above.
(1)Click [Add rules]

(2)Click and choose a rule from the pull down.

Number of visited：Judge whether to activate or not according to the number of times the customer visited to the site.
Number of page transition：Judge whether to activate or not according to the number of times the customer transited the page.
URL：Judge whether to activate or not according to URL.
Title：Judge whether to activate or not according to title.
Browse source URL：Judge whether to activate or not according to browse source of URL.
Number of operator's remarks：Judge whether to activate or not according to the times of operator's remarks.
Number of chatbot's remarks：Judge whether to activate or not according to the times of chatbot's remarks.
Number of customer's remarks：Judge whether to activate or not according to times of customer's remarks.
Customer's remark：Judge whether to activate or not according to customer's remark.
Not match with customer's remark：Judge whether to activate or not when the customer's remark does not match with anything.
Operator's remark：Judge whether to activate or not according to operator's remark.
Chatbot's remark：Judge whether to activate or not according to chatbot's remark.
Customer's tag：Judge whether to activate or not according to customer's tag.
Chat's tag：Judge whether to activate or not according to chat's tag.
Designate time：Designate time to activate.
Designate day of the week：Designate day of the week to activate.
Designate date：Designate date to activate.
Device：Judge whether to activate or not according to customer's device (iPhone, windows etc).
Score：Judge whether to activate or not according to scores. Score is a data on profile that can be set by API externally.
Prefecture：Judge whether to activate or not according to prefectures.
IP address：Judge whether to activate or not according to customer's IP address.
Language：Judge whether to activate or not according to customer's device's language.
Room status：Judge whether to activate or not according to customer's status.
Stand-by：Activate to the customer who is stand by status. (waiting for the operator to come in.)
Operator's status with same tag：Activate according to the designated tag ([Sales], [Engineer] etc).
Customer's attribute：Activate according to customer's attribute.

(Next Page)Action setting

Action setting

Set the action when it matched with a rule.

(1)Choose action from the pull down.

(2)Click [Add actions], you can add multiple actions.

Actions and its content are shown below.

Message：It will display specific message.
Message + Choices：It will display specific message and button (display status, transition to external link, forward to specific operator).
Search Message + choices：Display button to display message and registered choices.
Transit page：Transit to specified page.
Run script：Run a specific script (simple program).
Run specified rule：Make a reservation of chatbot which will be activated next.
Textform：You can display a form (Text, select, radio button etc).
Confirm：You can display [Yes] or [No] buttons.
Stamp：You can display specified image.
Image Map：You can add ImageMap.
Random chat：You can set chat responses randomly. You can set freely the rate of appearance to each message. It will be useful as fortunes and distribution of coupons.
Status：You can change chat's status to [Inactive] or [Offline] etc.
Forward to specific operator：You can forward the chat to specific operator (individual or all operators with a specific tag).
Add tag to operators：You can add tags to operators.
Add tag to visitors：You can add tags to visitors.
Add attribute to visitors：You can add attribute to visitors (company name, phone number, site name etc..)
Add tags to chat：You can add tags to chat.
Fire event：You can send event to external application.

(Next Page)Text form

Text form

You can create [Text form] in Chatbot+.
In this page, it explains about the setting of actions.

The list of actions in text form

Attribute：The content entered in the form is reflected in attribute information of visitors.
Tag：The content entered in the form is reflected in tag information.
Remark：The content entered in the form is reflected in chat history.。
Postback：The content entered in the form is posted to the specific URL.
Postback（JSON）：The content entered in the form is posted to specific URL in JSON form.
Ticket：The ticket will be created with the content entered in the form.
Email：The content entered in the form is sent to a designated email address.

Attribute

In here, it explains how to set [Attribute] of action.
(1)Click [Text form] from the pull down.

(2)Click [Attribute] from the action pull down.

(3)Click [Add form element]

(4)Click [Text form] and enter in the box.
※Check in the box "Require" if you want the content to be required to fill.

(5)Add form of necessary contents and enter in boxes.

(6)Click [Update]

Text form displayed to site

Updated visitor's screen

Postback(JSON)

In here, it explains how to set action [Postback (JSON)].
(1)Click [Text form] from the pull down.

(2)Choose [Postback (JSON)] from the pull down.

(3)Enter URL which you want to send the JSON form data to in the box.

If you check in the box "Include chat information in POST data", the chat information will be included in the send data.

(4)Click [Update]

Ticket

In here, it explains how to set action [Ticket].
(1)Choose [Text form] from the pull down.

(2)Click [Ticket] from the pull down.

(3)Enter ticket's subject and check in necessary contents.

Subject is reflected in the email (ticket) that would be sent out to customers.

※Check in the box "Do not send confirmation email to visitor" if you do not wish to send emails to customers.

If you check in the box"Update user attribute", you can update user attribute with the content entered in text form.

(4)Click [Add form content]

(5)Click [Text form] and enter in the box.
※Check in the box "Do not send confirmation email to visitor" if you do not wish to send emails to customers.

the box next to [Text form] would be reflected to the email (ticket) sent out to customers.

(6)Add necessary forms of contents and enter in boxes.

(7)Click [Update]

Text form displayed to site

Email sent out to customers

Email sent out to operators

Ticket created

Email

Here, it explains how to set action [Email].
(1)Choose [Text form] from the pull down.

(2)Choose [Email] from the pull down.

(3)Enter email's subject in the box and check in necessary places.

Subject will be reflected to email's subject that would be sent out to customers.

※Check in the box "Do not send confirmation email to visitors" if you do not wish to send emails to customers.

(4)Click [Add form element]

(5)Click [Text form] and enter in boxes.
※Check in the box "Do not send confirmation email to visitors" if you do not wish to send emails to customers.

The box next to [Text form] will be reflected to the email that would be sent out to customers and operators.

(6)Add forms of necessary contents and enter in boxes.

(7)Click [Update]

Text form displayed to site

Email sent out to customers

Email sent out to operators

List of forms that can be added

■Text form
You can display text form.

■Text area
You can display the text area.

■Select box
You can display select box.

■Radio button
You can display radio button.

■Check box
You can display check box.

■Text
You can display text.

■File
You can display form to send file.