How to add a Step?
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Getting Started
- Bot Building
- Conversation Design
- Developer Guides
- Agent Setup
- Analytics & Reporting
- Troubleshooting Guides
- Release Notes
Creating a Step
Once you have created a skillset, and have added the necessary skill, you can start adding steps in it. Select the Add Steps button as shown in the image.
This will open a sidebar, as shown below, on the left-hand side of the graph. You can drag and drop the step you want from this sidebar
Once you drag and drop any of the step types from the sidebar, a new sidebar is opened with the RHS of the step type you selected. You will need to fill in some information about the step before saving it.
You'll need to add the following inputs:
Step Name: The label that will appear on the step on the graph.
System Name: The system name is used to uniquely identify the step in the backend. Only underscores and capital case alphanumeric characters are allowed in this field.
Step Type: Use step type to indicate if a step is a Start Step, End of Query or a Context Clear Step.
The Start Step indicates that this is the step that will initiate a new Query.
End of Query indicates that this is where the user's query gets resolved. It is usually the end of the conversational flow and also triggers Feedback flow.
The "Context Clear" flag clears the entities and other contextual data of the conversation. This context includes the current position in the conversational flow.
You can read more about it, here.
Status: Status indicates whether the step will be active or inactive. When you are first making a bot, we'll assume all the steps you create are active. Instances, when you will deactivate steps, will arise later on.
Click 'Save' when done.
Post creation of a step, the step will be displayed as depicted below:
Components of Steps
Depending on the type of step, you will be able to see all or a few of these components.
The following components constitute in creating a step-
You can also create steps by uploading a CSV. You can read more about it here.