Build a Conversational Rich Web Chat App Easily

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Build a Conversational Rich Web Chat App Easily

Table of Contents:

  1. Introduction

    • What is the OneReachAI platform?
    • Benefits of using conversational applications
    • Overview of rich web chat
  2. Getting Started with BOTS

    • Recap of the first video series
    • Foundational concepts for building a bot
    • Creating a Knowledge Base
  3. Setting up BOTS on Rich Web Chat

    • Using Patterns from the shared library
    • Downloading flow patterns
    • Configuring the chat interface
  4. Gateway Steps and Hosting Options

    • Understanding gateway steps
    • Embedding the client in your own site
    • Having OneReachAI host the client
  5. Configuring the Rich Web Chat Client

    • Deploying the client as a mobile app
    • Customizing the chat client interface
    • QR code generation for mobile app deployment
  6. Helping Users with Chat Interfaces

    • Understanding the wait for rich web chat gateway step
    • Collecting user input
    • Routing user responses to the knowledge base
  7. Querying the Knowledge Base

    • Defining search criteria for the knowledge base
    • Selecting specific categories for the knowledge base
    • Limitations and considerations for KB queries
  8. testing and Troubleshooting

    • Saving, activating, and testing the bot
    • Refreshing or reopening the chat interface
    • Testing different KB inquiries and responses
  9. Customization and Advanced Options

    • Configuring the bot's next step logic
    • Updating the knowledge base for new answers
    • Advanced customization with other patterns or building from scratch
  10. Conclusion

    • Recap and next steps
    • Further learning resources

Setting up BOTS on Rich Web Chat

Welcome to the Second series of learning videos on how to build BOTS and conversational applications using the OneReachAI platform. In this series, we will focus on specific channels, starting with rich web chat. Rich web chat is a valuable channel for providing assistance and completing tasks through conversational applications on various platforms such as websites, mobile apps, internal portals, and applications.

In the first video series, we covered the basics of building a bot and creating a knowledge base. Assuming you are familiar with these foundational concepts, we will now move faster and provide practical knowledge for setting up BOTS on specific channels.

To start with, let's focus on rich web chat and use patterns from the shared library as a quick and simple starting point. In the previous video series, we showed you how to download flow patterns or templates from the OneReachAI shared library. By adding a new flow and selecting "Download from library," you can search for the basic rich web chat qa pattern and download it.

Once you have the pattern, you can edit the flow and configure the gateway step. The gateway step is triggered when a user interacts with the chat interface. It serves as a connectivity facilitator for communication channels. In our example, we will explore the options for configuring the web chat interface's exposure to users. You can choose to embed the client in your own site or have OneReachAI host the client.

For simplicity, let's select the option to have OneReachAI host the client. You'll find the URL for the rich web chat client listed below. Additionally, if you want to deploy the client as a mobile app, you can choose that option and generate a QR code for easy installation.

Moving on, we have the step where the bot asks the user how it can help. This step then routes the user's response to the get answers from KB step. You can define the question field to pass to the knowledge base, allowing the bot to retrieve Relevant answers. In our example, the pattern is already pre-configured to use the answer provided by the visitor in the previous question.

To determine which knowledge base the step should query, you can select the one you built during earlier videos or create a new one. Upon selecting the knowledge base, you can specify the category or categories you want to use for the query. If your use case doesn't require limitations, you can leave it on the default setting.

After configuring the steps, be sure to save, activate, and test the bot. Remember that the logic in this basic pattern isn't trained for specific actions after responding to inquiries. However, you can configure the next steps according to your requirements or test multiple inquiries by refreshing the browser or reopening the bot in the mobile app.

Congratulations! You now know how to create a simple QA bot on the rich web chat Channel. From here, you can continue to customize your bot based on the responses and skills you want it to have. Furthermore, the knowledge base can be utilized to route rich web chat interactions to different flows or subflows. There are plenty of options for further customization, whether with this basic pattern or more advanced ones from the library. Remember to save, activate, and test as you iterate through your bot creation process.

In conclusion, this series will guide you on how to configure contacts for your conversational application on various communication channels. Stay tuned for more videos to enhance your bot-building skills!

Highlights

  • Introduction to the second series on building BOTS and conversational applications
  • Focus on setting up BOTS on rich web chat
  • Using patterns from the shared library for quick configuration
  • Configuring the gateway step and hosting options for the chat interface
  • Collecting user input and routing it to the knowledge base for answers
  • Customization options, testing, troubleshooting, and further learning resources

FAQ

Q: Can I host the rich web chat client on my own web server? A: Yes, you have the option to embed the client in your own site, making deployment faster and easier.

Q: Can I deploy the rich web chat client as a mobile app? A: Yes, OneReachAI provides the flexibility to deploy the chat client as a mobile app, complete with a QR code for easy installation.

Q: Can I customize the chat client interface? A: Yes, you can customize the chat client interface according to your branding and design preferences.

Q: How can I update the knowledge base for new answers? A: You can update the knowledge base by adding new answers, using the correct merge fields, and ensuring the appropriate search criteria.

Q: Are there more advanced customization options available? A: Yes, apart from using the basic pattern, you can explore other patterns from the shared library or build your own flow from scratch for more advanced customization.

Resources:

  • OneReachAI platform: [website-url]
  • Shared library: [library-url]

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