Bot Goals Feature: Complete Guide

Introduction

The Bot Goals feature represents a comprehensive update to the existing Configure Intent functionality within the Conversation AI newer version, enabling users to edit or update prompts for new or existing bots. Additional sub-features like "Trigger a Workflow" and "Update Contact Info" are included, offering more customisation and functionality. The former Bot Trial feature has been integrated under the name "Test Your Bot," providing a unified experience within the Bot Goals feature.

Key Changes in the New Version

Support for Multiple Bots: The updated version allows creation of multiple bots, unlike the previous single-bot limitation. This enables tailoring bots for specific purposes, such as General Q&A and Appointment Booking. Users can create one bot for handling general queries and another dedicated solely to appointment scheduling.

Step-by-Step Guide

Step 1: Accessing the Bot Goals Feature

To begin, either create a new bot or edit an existing bot. When creating a new bot, assign a name before proceeding.

Step 2: Navigating the Bot Interface

Once created or selected, users see three tabs:

Bot Settings: Unchanged from previous version
Bot Training: No changes from previous version
Bot Goals: New feature with sub-features including Trigger a Workflow, Auto Follow-Up, and Update Contact Info

The Bot Trial feature previously located separately is now integrated into Bot Training or Bot Goals sections.

Step 3: Customising Your Bot Goals

In the Bot Goals tab, access the Prompt section to add or update AI prompts. For each goal, create a new bot with corresponding prompt customization in that bot's Bot Goals section.