Smartly.AI

Conversations

The Conversations module is the place where you can find all the past or ongoing conversations between the bot and your users. It is also a place where you can manage those conversations by escalating on some of them for example.

1/ The Customers View

This view shows you all the past or ongoing conversations between your bot and your users.

If some user details are available, as in the case of a Facebook Messenger bot, it will be possible to look for a specific user using the user search bar on the top of the Customers view.
Below is an example of a Messenger bot, for the privacy sake, first and last name have been blurred.

2/ The Conversations View

Once you have clicked on a user, you can see the full the full conversation between your user and your bot. In certain cases, you can also chat directly with the customer. This ability for a human to stop the bot and talk directly to the user is called the escalation.
Let's see what is possible in term of escalation, channel by channel:

  • FB Messenger: You can always escalate, the user will get a notification and will see your messages.
  • Webchat: It depends, if the user is in front of the webchat when you escalate, he will see your messages, else it will be too late.
  • Google Assistant and Amazon Alexa: For now, it is not possible to escalate on those platforms.

3/ The Filters and Actions View

In order to let you explore more easily the conversations, we do offer a set of filters and features.
They are available at the right side of the module, let's explore them!

Filters

  • Status: All conversations are OK by default, some will get the Not Understood if the last user message was not understood and others will get the status of a conversation turned to Need Help programmatically.
  • Language: The language of the bot (which can be different from the user messages language).
  • Channel: The channel where the conversations have been done
  • Date: The period of time where the conversations have been done

Actions

  • Mute the bot for this user: This will set your bot into silent mode allowing you to escalate without having the bot interfering in your conversation.
  • Delete user and conversation: This allows you to definitively delete a user, all his personal information and all the history of the conversation he had with the bot.
  • Download user data: This allows you to download all the available data of a specific user from the platform.
  • Download conversation: This allows you to download the full history of conversations of a specific user from the platform.

Don't forget to unmute

Once your escalation work is finished, don't forget to unmute the bot unless the user will never be able to get answers from the bot again!

Sending user data to the platform

Depending on the channel, Smartly.AI can get some user data to personalize the conversational experience (eg to call the user by its first name for example). Once collected, the user data will be available for the bot and the support agent through the conversation module.

1/ From Facebook Messenger

If a conversation is occurring in this channel, we will store this (and only this) information for each user:

  • First Name
  • Last Name
  • Photograph

2/ From a website

As explained in the Webchat section, you can feed the conversation module with user data by filling the SMARTLY_USER_DATA object in the webchat integration code.

var SMARTLY_USER_DATA = {
    "first_name":"San",
    "last_name":"Goku",
    "email":"sangoku@dbz.ai",
    "phone_number":"0605776995",
    "comments":"your comments"
};

Conversations


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.