Chatbot rules [Export・Import・Duplicate・Delete]

Import rules

With ChatPlus, you can import chatbot rules from a CSV file made with Excel. This way is more convenient and efficient than entering one by one every rules on the management page. If you are operating multiple sites, you can import rules from other site.

Copy and paste CSV file contents

You can copy and use the rules exported as a CSV file. 　 (1) Open the CSV file which rules were exported.

(2) A list of rules appears. Copy the one you want to import. *Do not copy ID numbers in [A] column. Copy from [B] column.

Exported rules data are listed as follow.

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

(4) Click [Chat]>[Functions]>[Chatbot] on the left side of the screen.

(5) Click [Import rules].

(6) Paste the rule that you copied in (2).

(7) Click [Submit]. 　

Upload CSV file（Not overwriting the same ID number）

You can upload and use rules that you exported as CSV file. *If the same ID exists, it will not be overwritten, it will be saved as a different rule. 　
(1) Click the setting button on the upper right of the management page.

(2) Click on [Chat]>[Functions]>[Chatbot] on the left side of the screen.

(3) Click [Import rules].

(4) Click [Choose a file].

(5) Choose the CSV file that you want to import, and click [Submit].

(6) Confirm the rules are reflected.

Upload CSV file（Overwrite the same ID number）

You can upload and use rules that you exported as CSV file. *If the same ID number exists, it will be overwritten and saved. (1) Do the same procedure as Upload CSV file（Not overwriting the same ID number）from (1)-(4).

(2) Choose the CSV file that you want to import.

(3) Check the box [Overwrite the same ID] and click [Submit]. *If there is a same ID with existing rules, it will be overwritten.

(4) Confirm the rules are reflected.

If it does not work, please refer to [Chatbot rules cannot be imported].

Export rules

If you are operating multiple sites, you can export and use the same chatbot rules throughout all your sites. 　 (1) Click the setting button on the upper right of the management page.

(2) Click [Chat]>[Functions]>[Chatbot] on the left side of the screen.

(3) Click [Export rules].

By default, you can only export rules with the condition [Match with the visitor's remark]. *If you want to export all type of rules, check the box [Extension]. *Check the box [UTF-8 output] if you want to export/import rules including emojis and foreign languages.

(4) Save the file.

Duplicate / Delete / Turn ON / Turn OFF the selected rules

Check the box next to the rule that you want to [Duplicate / Delete / Turn On/Turn Off], and click either [Selected rules: Duplicate Delete On Off]. 　 If you check the box [Selected rules] on the left, you can select all rules at the same time.