How to Greet Users
Learn how to greet users effectively with Chatbot Studio.
First Impressions Matter
A welcoming and clear greeting sets the tone for the entire conversation. Use this opportunity to guide users on what your bot can do.
Quick Start
The greeting is the first message your users will see when they interact with your chatbot. It's crucial for engagement and setting expectations. You can configure a simple welcome message or a dynamic one based on user inputs.
Steps
Open AI Studio
Go to AI Studio and select the Scenario you want to edit.
Choose Your Greeting Trigger
To initiate a conversation flow, choose one of the following triggers:
- Session Create Event: This is the most common for greetings. It executes automatically when a new session begins.
- Intent: Link a specific Intent (e.g., "Start Conversation") to trigger a greeting flow when the user says something matching that intent.
- Automated Response: Use Automated Responses to trigger a flow when a specific keyword or pattern is matched. You can select a block from your Automated Response settings to start the flow.
Configure the Greeting Message
Add or edit the first Message node connected to your chosen trigger. You can use various media types to make your greeting engaging:
- Text: Standard text messages.
- Image: Welcome banners or logos.
- Audio: A spoken welcome message.
- Video: An introductory video.
Smart Routing:
- Simple: A static message for every user (typically used with Session Creating).
- Keyword Matching: Use Automated Responses to trigger specific messages based on exact keywords or patterns.
- Intent Matching: Use Intents to understand the user's underlying meaning (e.g., "I need assistance" triggers a Help intent).
Test Your Flow
Once you've set up your greeting, click Save. Then, use the Test button in the top right corner of the Studio to preview the chatbot. Start a new session or send a triggering message to verify your greeting appears as expected.
Best Practices
- Be Clear: Immediately let users know they are talking to an AI and what the bot can assist with.
- Keep it Short: Avoid long paragraphs in the first message. Get straight to the point.
- Personalize: If you have user data available, use variables to greet them by name.
- Guide the User: Suggest a few topics or questions they can ask to get started.
AI Ticketing
Explore how to develop an AI agent integrated with popular ticketing platforms, such as Zendesk, Freshdesk, or Zoho Desk, to automate customer support and minimize response times.
Session Logger
The Session Logger allows you to track and analyze conversations within the chatbot. Learn how to use the Session Logger in the Studio to gain insights into user interactions.