Authenticating Dialogflow account to connect with Zobot

To Setup:

  1. Navigate to Settings > Bots > Zobot > Add and configure name, description, website, department(s) and other details for your bot.
  2. Then choose the Dialogflow platform.
  3. The Dialogflow window appears, click Connect with Dialogflow.

  1. The Google Sign-up page appears. You can either sign-up with the associated account or use another account.

  1. The access permission page appears, click Allow. Your SalesIQ account is now connected with Dialogflow.
  2. The integration screen will appear dynamically:

  • If your email address is already associated with Dialogflow, then the Bot Agent Name drop-down will appear.

  1. Then, provide a Trigger Response in the text box. If you have added more than one language to your bot agent in Dialogflow, then the Choose a Language drop-down will appear for you to select a language for your message. You can use only JSON format to set up the trigger response, SalesIQ does not support the text format. The message can be text or input/display cards, you should follow the JSON format given below to add the trigger response.

    Note: The message you've provided here will be triggered only if you have set the trigger in the Settings > Bots > Add Bot > Choose Visitor Type section.

  1. You can also define Action failure responses. If you have defined an action for your bot and in case the bot is not be able to complete the given action, then the message configured here will be displayed to the visitors.
    • After standard business hours - The message/action configured in this section will be displayed to the visitor if they try to connect with an operator outside the standard business hours.
    • Operators not available - The message/action configured in this section will be displayed when the bot tries to forward a visitor chat to the operator and all the operators are busy assisting other visitors and no one is available to take up the chat.
    • Operator does not exist - The message/action configured in this section will be displayed when the bot tries to forward the chat and finds the mentioned operator inactive or not a part of the portal anymore.
    • Maximum character limit reached - The message/action configured in this section will be displayed if the message that the visitor is trying to enter exceeds the maximum character limit supported (Character limit supported: 256.)

Text Message: You can use this format for a text message.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy. "
    },
    {
      "text": "How may I help you today?"
    }
  ]
}

Text and Input Cards: You can use this format for a message using text and an input card.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy.  "
    },
    {
      "text": "How may I help you today?"
    }
  ],
  "input": {
    "type": "select",
    "options": [
      "I would like to buy a property",
      "Thanks. Just browsing!"
    ]
  }
}

 

Text and Display Cards: You can use this format for a message using text and a display card.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy. "
    },
    {
      "text": "How may I help you today?",
      "image": "http://zylker.com/help/common.png",
      "type": "links",
      "links": [
        {
          "url": "https://zylker.com/home",
          "text": "Zylker-home",
          "icon": "http://zylker.com/help/home.png"
        },
        {
          "url": "https://zylker.com/special-discounts",
          "text": "Zylker-discounts",
          "icon": "http://zylker.com/help/discounts.png"
        }
      ]
    }
  ]
}

Text, Input and Display Cards: You can use this format for a message using text, an input card, and a display card.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy."
    },
    {
      "text": "How may I help you today?",
      "image": "http://zylker.com/help/common.png",
      "type": "articles",
      "title": "Articles about property",
      "articles": [
        "121212121",
        "123434343",
        "123334678"
      ]
    }
  ],
  "input": {
    "type": "select",
    "options": [
      "I would like to buy a property",
      "Thanks. Just browsing!"
    ]
  }
}

Text and Suggestions: You can use this format for a message using text and suggestions.

{
  "replies": [
    {
      "text": "Hey there! How may I help you today?"
    },
    {
      "text": "Here is the reference image",
      "image": "http://zylker.com/help/common.png"
    }
  ],
  "suggestions": [
    "I want to buy a property.",
    "Thanks. Just browsing"
  ]
}
  1. Now, your Dialogflow account will be successfully integrated with SalesIQ.
  2. You can edit the Trigger message and also choose alternate Bot Agent Names from the drop-down.
  3. You can also Access Dialogflow Console window from the bot dashboard.