Import existing out of box IMA flows

IntelliService comes up with a IMASolution project which contains a set of IMA flows to facilitate IMA use cases. This project can be directly imported into IntelliService and consumed in the virtual assistant. List of IMA flows available in the IMA project are listed here. Also the project contains FAQ content of Unica products such as Segment Central, Audience Central, Contact Central, Campaign, Journey, Interact, Plan, Content Integration, Insights Reports, Cloud Native, Deliver, Platform, Centralized Offer Management.

You can create your own custom flows in the conversational designer using the API. For more information on creating custom flows, refer How Tos.

Pre-requisite

Make sure to get the IMASolution project zip file from IntelliService Support Team.

To import IMASolution project into IntelliService, follow the steps below:

  1. Get access to IntelliService from IntelliService support team, and login to the application.
  2. On the homepage, click CREATE> IMPORT PROJECT, and import the IMASolution.zip file.
  3. In the imported “IMASolution” project, in the “Preliminary” flow available, modify the following:
    1. baseURL i.e., the URL of the Unica environment where the journeys are available.
    2. Unica login credentials (user name and password) to generate the token to access all journey APIs.
    3. folderID of the folder in which the Unica journeys are available (if multiple, provide comma separated values).
  4. Create a virtual assistant to be deployed in the Unica env. For more information on virtual assistant configurations, refer https://help.hcltechsw.com/Intelliservice/en/12.1.7/UserGuide/Virtual_Assistant.html.
  5. Configure the IntelliService access parameters in Unica environment. In the Unica Journey portal, navigate to Settings > Configuration > Unica Platform, and update the following:
    • Enable IntelliService: True.
    • IntelliService URL: enter URL of the IntelliService environment (get it from IntelliService support team).
    • IntelliService VA Name: enter the Virtual Assistant name created in IntelliService environment.
    • IntelliService Organization Name: enter the organization name of the IntelliService environment (get it from IntelliService support team).