Using the Dialog Builder

The Dialog Builder is where you can create your Dialog Tasks, from end-to-end. This is an in-depth article on how to use this tool.

Create a Dialog Task

To create a dialog task, you must have already created an app to add a dialog task to.

Note

For optimal performance, limit the number of dialog tasks to 50 or fewer. Exceeding this number may lead to sluggish UI response and increased latency.

Steps to add a dialog task:

1. Open the app for which you want to create the dialog task.
2. Navigate to Automation AI on the left menu.
3. The Automation menu opens, and the Dialogs page is open by default.

4. On the Dialogs page, click the Create Dialog button.

   

5. The Create Dialog window appears; from here, you can Create a dialog from scratch, Generate with AI to create a dialog, or Marketplace with integrations to create a dialog.

6. Click on Start From Scratch.

   

7. Provide an Intent Name (mandatory) and Description (Optional but recommended).

   Note

   Non utf 8 characters are not supported for intent display name.

8. You can choose whether the new dialog will be available to the end users (Customer Use Case), agents (Agent AI Use Case), or both.

9. Under Intent Settings, set options for the task to be independent, such as a Sub-intent dialog or Hide it from Help.
10. Under Analytics - Containment type, you can choose between Abandonment as Self-Service and Abandonment as Drop Off.
11. Optionally, you can adjust Conversation Context, set Intent Preconditions, or define Context Output.

12. Click Proceed.

    

The Dialog Builder is displayed with the canvas containing the root intent, which shows the Dialog Name and Description. Now, you can add nodes and establish transitions between these nodes for your workflow.

Click here to know about Nodes & Connections.

Auto-Generated Dialog Tasks

This feature auto-generates dialog flows using the app’s purpose and intent description provided during task creation. The Platform uses Generative AI or Pre Built Templates to create suitable Dialog Tasks for Conversation Design, Logic Building, and Training by including the required nodes in the flow. This helps simplify and shorten the development process and suggests possible pathways that developers might not think otherwise.

The nodes and the flow for the Business Logic are automatically built for your conversation, and you only need to configure the flow transition.

The Platform auto-defines the Entities, Prompts, Error Prompts, Bot Action nodes, Service Tasks, Request Definition, and other parameters.

Auto-Generate Dialog Tasks using AI

Right after creating your dialog task, you will see a Conversation Preview window. In this window, you can view mock conversations and convert them into dialog flows for every intent.

1. Click the Generate with AI option.

   

2. Provide Intent Name (mandatory) and a meaningful Description that states the purpose of the Dialog Task, and click Generate.

   Note

   Non utf 8 characters are not supported for intent display name.

   

3. You can see a Preview of the AI generated dialog flow.

   

4. You can regenerate the dialog by changing the description and clicking Regenerate.

   Note

   Providing a relevant description is recommended. If no description is provided, a dialog will be generated, but only with the error prompt.

   

5. Click Proceed when you are satisfied with the preview.

   

The nodes and the flow for the Business Logic are automatically built for your conversation. The Platform auto-defines the Entities, Prompts, Error Prompts, Bot Action nodes, Service Tasks, Request Definition, and other parameters. You can customize the flow per your requirements by editing the generated nodes and adding your own. You can configure the generated Dialog Tasks just like any other dialog task.

Auto-Generate Dialog Tasks using Pre Built Templates

This option provides you ready-made templates targeting major industry verticals, covering generic use cases related to the industry, and having pre-established integration, and lets you choose a suitable dialog template. You can update the description and generate use cases based on the purpose. This option accelerates development by providing a starting point for common scenarios, ensuring consistency and efficiency.

Note

You can avail this feature only if the integration is configured in your AI Agent. You must go through the installation journey to access the integrations and templates.

1. Click the Marketplace option. The Marketplace page opens with lists of Categories and Integrations. You can see a list of the most popular integrations and recommended templates.

   

2. Select the required categories or integrations. The corresponding integrations and available dialog templates appear. The integrations configured in your App are labeled as Installed.

   

3. Dialog Action Templates contain the required nodes to make API calls to perform particular actions. You would notice that every Action Template has an API method mentioned in the brick. To create a dialog using the available Dialog Action Templates of an integration:

   1. Click the suitable integration. You will get a popup window containing the available Action Templates for the selected integration.

      

   2. Install the required action template(s) by clicking the corresponding Install →.

      

   3. You will see the dialog task(s) added to the list of dialogs.

      

   4. You can edit and customize the dialog design as per your requirements by opening it in the dialog builder.

      

4. Dialog Templates are pre-created templates of dialog tasks to perform a particular task. To create a dialog using Dialog Template (if available):

   Note

   Dialog templates are not available for every integration.

   1. Click the required Dialog Template.

      

      You can also select the required Dialog Template by clicking on an integration and exploring the options.

      

   2. Click the tile containing the required Dialog Template to see the description, highlights, and preview of the dialog in a popup window.

      

   3. Click Install on the popup. You can modify the name and description of the dialog on the next screen. Make the required edits and click Next.

      

   4. The next few screens help you with the below setup:

      1. Utterances to identify this intent.
      2. Channel experience.
      3. Other setup points pertaining to the intent. For example, information points to be captured for Lead Capture intent.

   5. The template is installed after you finish the setup. Click Finish.

      

The dialog task is created and opens in the Dialog Builder. You can make required changes like any other dialog by adding, removing and configuring nodes as per need.

Click here to know about Nodes & Connections.

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