Jacob Molina- Step by step process of creating a form
- What are entities? Which to pick?
- What’s a custom entity?
- Why set an attribute?
- What’s a fallback prompt?
- What’s a form branch?
- Best practice is to keep forms very simple.
- We recommend building one or two questions forms
- Avoid form branches when possible
What is a Form?
Forms is a section of the Bot builder where you can organize your forms to collect leads. You will also notice a turquoise writing “Manage Form Fields”. This section of the forms is to help you choose which type of fields you want to train the bot at identifying. We’ve done most of the heavy lifting so you’ll find many pre-trained fields such as phone number, email and many more.
How to Build a Form?
First of all, you will click on click on “+” icon and enter a Form Name and press Enter.
Form name will be created successfully and you can add single or multiple forms. You can also delete the form by clicking “X” icon.
To add questions in the forms, you will click on Form Name and its respective interface will be displayed.
In this interface, you will enter the question and click on Add Question button. Once the Add Question button is clicked, the question will appear below and you will click on Next to add the answer to that question. (Note: The added question can be deleted later).
Upon clicking on Next, another screen will appear as shown below.
In this interface, you will perform the following steps:
- Question – already added question will appear.
- Fallback Prompt – you can add any fallback prompt you want to show (Optional field).
- Expected Response (Entity) – you will select an entity (format) from the drop-down list according to your question.
- Attribute – you will create the field name where the data is stored in the database.
- Continue To – select Form Branch or Block and select the form or block according to your selection.
- Click Done to continue.
Upon clicking on Done, form details will be saved successfully as shown below. To add more questions, you will again open the same form and add more questions.
How to Add Form Branch?
To add form branch, you will click on Add Form Branch.
Here, you will click on Add Form Branch and will enter a form branch name and press Enter. Upon pressing Enter, you will be able to add questions as shown below.
The same process will be continued as described above in Section: How to Build a Form.
How to Manage Form Fields?
To manage form fields, you will click on Manage Form Fields as shown below.
Upon clicking on Manage Form Fields its respective interface will appear as shown below.
In this interface, you can view a list of Form Fields (by default). You can add, edit, search and delete the following activities:
- Blocks – you can view all the created blocks here and these blocks can be edited in this interface.
- FAQs – you can view all the FAQs in this interface and can also add, edit, search or delete the FAQs.
- Form Field – you can view all the created system entities in this interface and can also add, edit, search or delete the form fields.
What are Entities?
An entity is a set of question formats where the user only enters in that format. For example, if you select a Phone Number entity then you can’t enter any alphabet on that chatbot. It will only accept Alpha-numeric values.
How to choose an Entity?
If you want to ask your customer’s phone number, then you will select @sys.phone entity.
If you want to ask for your customer’s Email id, then you will select @sys.email entity.
Here are some of the common entities:
What is a Custom Entity?
If any entity is not defined previously or by default then you can create a custom entity yourself. It will work as a system entity.
Why Set an Attribute?
An attribute is defined as a field name where data is stored in the database with respect to its attribute name.
For example, if you create an attribute’s name as First_Name on the form field then whenever a customer will reply First_Name, the stored value in the database will be displayed on the chatbot.
What is a Fallback Prompt?
The fallback prompt is a block where if no answer is given by the customer, then in that case fallback prompt block will be shown on the chatbot.
For example, when the bot doesn’t recognize the customer’s input. The prompt will be “I missed what you said. Could you repeat it?”
What is a Form Branch?
A set of data (form questions) with different form branches.