Bots
How to Set Up a Typeform Integration and Build a Typeform Step
Overview Webio enables seamless integration with your Typeform account, allowing forms to be dynamically presented to end users while leveraging automated messaging bots for enhanced interactivity. Key features include: Integration of Typeform forms ...
Bot copy
Overview Creating a copy of a bot can be incredibly useful for several reasons: Testing and Development: If you want to test new bot's changes, using a copy of the bot can help you experiment without risking the functionality of the live version. ...
Webhooks within your bots (New Web App)
Overview Webhooks allow you to use real time information within your Webio bots. This can be used to provide customers' up to date information within the conversation or to configure logic decisions within your bot based on information provided from ...
Bots Sharing
Overview Sharing your Bots within your Webio organisation structure gives you flexibility to maintain and send bots to meet your business need. Advisors can send Bots from within the conversation and colleagues can take responsibility for updating ...
Listening Steps To Gather Data (New Web App)
Overview The Listening steps can be used to gather responses and store them in either Data fields or in Customer ID fields. If you store the response as a Customer ID then that value will display in the conversation screen and in reports and webhooks ...
Global Intents
Overview Global Intents Steps add the benefit of Natural Language Understanding to your bots and conversations. Global Intents, allows the Bot to use the intent recognition mechanism, identify what intent the customer expresses and use it to progress ...
How to create outbound Bots
Overview The simplest Bot you can create is an Outbound one step Information Bot. This will send a message to the recipient and move to the next step. The documentation below describes the process of building Bots on our new Web App. If you are ...
Entity Gathering step
Overview Thanks to Webio's Entity Gathering, your Bot is able to identify and collect a piece of information gathered from an inbound message such as a: Phone Number Dates Person Name Numerical Value Post Code Amount Of Money The gathered information ...
Knowledge Base & FAQ step
Overview KB Ingestion And FAQ Step are currently released to selected clients, get in touch with us at info@webio.com if you want to get involved Using Webio's Knowledge Base Ingestion and Webio's FAQ step, you can simplify the process of creating ...
How to add custom fields names
Overview When you build the Campaign File, you create field names (the column headers of your campaign file) and then you store custom values against the contact channel ID (On the same row where the contact's identification channel/customer ID has ...
WebioFlow Intents
Overview WebioFlow pre-trained intents provide your Bot with the ability to identify your customers' intentions, in particular requests related to the Credit & Collection environment (Payments, payment promises, etc.) and positive and negative ...
Logical Branching - Adding a date comparison
Overview Logical Branching Date Comparison (Between), verifies that the date provided by the customer falls between today's date and the cut-off date you set, allowing you to ensure the date provided during a conversation is within an acceptable ...
Logical Branching
Overview Logical Branch steps allow you to configure a path through a bot based on the time of day, day of the week, number of connected agents, or customer input. In addition, using Logical Branch, you can compare values collected from the customer ...
Wait Until Condition
Overview Automate your follow-up strategy with Webio's re-engager feature. If a response is not received within the set time, Wait Until Condition allows you to configure a different path for your Bot. You can, for example, send a follow-up message ...
How to build an Inbound Bot
Overview An inbound bot waits for a customer message, collects the channel ID from which the contact's message is sent and uses it to send messages back. For the customer to receive a reply and initiate the conversation, their inbound message must be ...
Logical Branch - Active Agents
Overview After a conversation enters a queue, using a Logical Branch step, you can route the conversation based on the number of Webio users that are logged in at the moment that the logical check is happening. Please note that the system is counting ...
Text Formatting on Webchat
Overview This article describes how to use the text formatting to enhance your customer webchat experience. This feature allows you to customize your messages text with different styles, such as bold, italic, strikethrough, and more. You can also ...
Conversation Flow Builder & Step types
Overview From Webio Bots screen, using our drag-and-drop interface, you can create conversation flows. Each "block" represents a piece of the conversation, such as a message, an action or waiting for an user input. When building a bot your can add ...