Create a greetings flow

Run Intelliservice in Chrome browser for better user experience. You might face screen resolution issues in other browsers.

To create a project, follow the steps below:

1. After logging into the application, in the homepage, click the CREATE drop-down next to the Projects label.
2. Select NEW PROJECT, and in the Add Project Details form, enter the project name as "Demo".

   Note: Project name field accepts only alphanumeric and avoid any space or special characters.
3. In the Description field, enter "This is a demo project", and click SAVE.

4. As a result, Project created successfully message will be displayed and navigate to the Project page as shown below.

To create an intent, follow the steps below:

1. In the homepage, select the demo project, and on the demo project page, click ADD > NEW INTENT.
2. In the Add Intent Details form, you'll provide information about the intent. For this tutorial, you can use these values:
   1. Intent Name: Greetings
   2. Description: Greet user with a welcome message
3. Click SAVE. You will notice the Greetings intent has been created under the ACTIVE INTENTS tab of the Intents section.

The intent must be trained with user phrases. During the user conversation with the chatbot, the underlying NLP model will understand the user phrases and trigger the Greetings flow that is mapped to this intent.

To trigger the Greetings intent, follow the steps below:

1. In the Intent page, on the ACTIVE INTENTS tab, for the Greetings intent, click on the three-dots > View/Edit.
2. Click the plus icon next to Phrases to create an empty phrase text box.
3. Enter the user phrases to train the intent. If these phrases occurs during the user conversation, Conversational AI will trigger the greetings bot.
4. For this tutorial, I've included the following sample phrases to train the intent.
   • Hi
   • Hello
   • Good Morning
5. Click SAVE to process the user phrases included in the intent.

Let's design and develop a flow for the greeting flow. Before you proceed to develop flow, make sure to plan the sequential steps of the flow.

To create and develop the flow, follow the steps below:

1. In the project page, at the top right corner, click ADD > NEW FLOW.
2. For this tutorial, enter the Flow Name value as Greetings and save the changes. As a result, in the Flow designer page will be displayed with DESIGNER and TRIGGER tabs.

3. In the DESIGNER tab, a START node will be displayed. To start with, drag and drop the TEXT node from the ACTIONS pane in the designer and connect the START node with TEXT node.

4. Double-click the Text node, and configure the below values in the Text Details page.
   1. Name: greetingMessage
   2. Text Message: 'Hi! Welcome to IntelliService.'

      Note: Include either single or double straight quotes, and avoid using curly quotes.

      

5. In the Text Details form, click SAVE to save the node details.
6. In the conversational designer, click SAVE to save the overall flow.

   Note: As a best practice, it is advised to save the flow in the Designer pane, after configuring and connecting each nodes.

After creating the intent and flow, it is crucial to map the intent to the corresponding flow/action so that when the intent is triggered, the associated flow is executed. Mapping the intent and flow allows for seamless communication between the user's inputs and the chatbot's responses. By establishing this connection, the chatbot can understand the user's intent and provide the appropriate actions or responses based on the predefined flow.

To map the intent and flow, follow the below steps:

1. In the Flows page, click the TRIGGER tab, and click Add Trigger. As a result, the Add TriggerDetails form will be displayed.

2. In the Trigger type* drop-down list,select the Intent based option, and in the Intent name* drop-down list, select the Greetings intent as option.
3. Click SUBMIT to save the flow and the intent mapping.

To initiate a conversation with the chatbot, simply click on the chat icon located at the bottom right corner of the page and enter the greeting "hi". The underlying NLP model will recognize your intention as a greeting and trigger the "Greeting" intent. This, in turn, will initiate the "Greeting" flow designed to handle greetings from users.

As a response to your greeting, the chatbot will reply with a warm message such as "Hi! Welcome to IntelliService". At this point, the flow concludes.