Channel Creation
Step 1. Open the AI Model Configurator application in the AI Model group.
Step 2. After opening the application, you will see an initial screen with all the AI Models available. Each tile represents one model, with its name, description and deployment status. Click on a model you want to work with to proceed.
Step 3. Open Channel management application Communication Channels.
Step 4. Channel creation.
You are allowed to create a new Channel from scratch or copy one of the existing Channels.
Channel creation
Click on the Create button to add a new Channel.
Copy the Existing Channel
You might want to use the existing Channel as a base and copy it. To do so, press the Create as a Copy button (1), add the Name (2), choose the Reference Channel (3) and Channel Type (4). Press the Create button (5).
The copy will also retain the scenario assignment (Scenario Activation Tab) and the styles (Webchat Design Tab, only for the Webchat Channel type) from its origin.
You can follow the steps in this tutorial to change these properties to your liking.
Step 5. Start filling in the parameters for the new Channel. The initial form will contain some universal parameters:
Channel Name – follow your own naming convention,
Channel ID – this field is auto-generated,
Channel Type – select from a broad list of available types (Webchat, Microsoft, Telegram, etc.).
Press the Create button.
NOTE: Webchat Channel with default settings is being created automatically when new AI Model is created.
Step 6. To add additional settings to your Webchat Channel, press the Edit button.
Within the Webchat Channel type, you have several survey options to choose from:
Survey ID (1): select one of the available Survey Forms from the drop-down menu.
NOTE: They must be previously created in the Survey Craft application
Send Survey Automatically (2): here you have 2 options – either turn the survey off or select: When chat ended.
Identity Provider Application (3): choose the existing SSO setup from the drop-down list, or select None.
Finally, press Save to finish the Channel creation.
Scenario Activation Tab
The Channel has been created, but there are still some steps to finish the setup. Next, it’s necessary to activate scenarios for the new Channel.
Step 7. Make sure the new Channel is selected. Press Edit and then navigate to the second Tab – Scenario Activation.
Step 8. Activate scenarios:
Select System (3) from the drop-down menu.
Tick the box in the Active column next to the group name (4), to activate all the scenarios in the group.
Tick the box next to the single scenario (5) to activate it.
Tick the box in the Adaptive Card column (6) to also activate the card variant for the scenario.
Save your entries (7).
Webchat Styles and Themes (applies to Webchat Channel Type only)
For the Webchat Channel type there is also a 3rd tab which stores the connector settings and, most importantly, the style properties for each element of the Webchat, such as size, color, font, etc.
Step 8. Click on the Edit button, then select the 3rd tab from the top bar (1).
Select the Theme you want to edit. The theme that is currently in use will be marked as Default, the other themes will have the Maintained label next to them.
*Theme is a set of properties that are being saved under a certain name and can be turned on at any given time. For example, you can select darker colors for Webchat window and save them under “Dark Theme”.
NOTE: it is not recommended to save the Dark Theme as default.
These are the most important features in this tab:
- Chat Attributes
- AI Model Attributes (conversation live time, welcome message, header)
- Chat Settings (open mode, file sending switch, pop-up messages switch)
- Expander settings (style of button used to open the Webchat)
- Messages Settings (initial message, busy indicator message, enable voice messages)
- User Authentication Settings
- Style Settings (styles for Webchat window, user and AI Model messages, fonts, colors, styles for buttons)
- Pop-up Message Style
- Adaptive Card Style (font, color, size, background color, separators, icons etc.)
- Audio Settings
- Amazon Settings, Google Settings
- Survey Style (font color and size, background colors, scale icon files)
- Memory Parameters (memory parameters sent with the first message of the AI Model)
- Webchat Script
Step 9. Webchat Preview
In the top right-hand corner, there is the Web Chat Preview button. This preview acts as a mini website with Webchat on it and will use the currently saved style properties.
You can send messages in the preview mode to check the styles of all elements. (Although the setup must be fully finished, and scenarios must be activated for the chat to respond correctly in the preview mode.
Step 10. Webchat Style Templates
It is possible to save a set of style properties to a named template and reuse it for other Channels. One template can also be set as a default for a particular tenant.
Step 11. Inheriting Style from Template
The new Channel can be created with default style for the given tenant, but you can also apply different templates by clicking on Inherit From Template at the bottom of the page.
You can then select a template from the drop-down list. There is usually a default one for the tenant and one reflecting each created Channel.
Click on the template name:
Step 12. Creation of a New Template
With each newly created Webchat, a new template is also generated with the same name. The template is created when a new Webchat is saved for the first time.
Step 13. Setting Template as Default
If you want to set the current style set as default for the tenant, select Save and Set as Default option. The default template is applied to each new Channel.
Step 14. Taking Configuration Snapshot
In order to take a Configurating Snapshot click on Take a Configurating Snapshot button at the bottom of the page and than click on Copy to clipboard.
Step 15. Copy the script to your webpage
When all the properties are set, you can copy the script from the Webchat Script field and paste it to your website. This have to be done only once.
