IntelliTicks
  • Introduction
  • Getting Started
    • Overview
    • Build your first playbook
      • Start with Pre-build Templates
      • Start from scratch
  • Installation
    • IntelliTicks Plugin Script
    • Plugin Installation
  • Facebook Messenger Bot
    • Getting Started
      • Connect Facebook Page
      • Link Playbook to Messenger
    • Testing FB Messenger Bot
  • WhatsApp Bot
    • Benefits of WhatsApp Chatbots
    • Getting Started
    • FAQs
  • AI Builder
    • Playbooks
    • Nodes
      • Add and Send Data
        • Text
        • Image
        • Links
        • Youtube
        • Gallery
        • Dynamic Node
      • Collect User Data
        • Quick Reply
        • Form
        • Datepicker
        • Web View
        • Payment
        • Rating
        • Slider
        • Ask Question
        • Mutli Selection Reply
        • Quick Reply (with branches)
      • Redirect Users
        • URL redirect
        • Conditional branching
        • Go to Playbook
        • Jump to node
      • Export & Import
        • JSON API
      • Connect Users To A Human
        • Notify Agent
        • End Automation
      • Additional
        • Wait
        • Client Javascript
        • Actions
    • Actions
    • FAQ Training
    • Keyword Training
    • Advanced
      • Advanced Actions
  • Flash Responses
    • Flash Response
    • Create Flash Response
    • Using Flash Response
  • Customizing Platform
    • Widget
      • Theme Customization
      • Chat Widget Texts in Local Language
      • Adding Start Over button
      • URL Rules
      • Advanced Customization
        • How to Easily Add Custom CSS to Chat Widget
    • Chat icon/Bot Profile Photo
    • Different chatbot on each URLs
  • Integrations
    • WordPress Integration
    • Shopify Integration
    • Shopify Installation via Private Apps
    • Google Analytics
    • Magento Integration (1.x)
    • Magento Integration (2.x)
    • LeadSquared Integration
    • Marketo Integration
    • Salesforce Integration
    • Zapier Integration
      • Data Available in Zapier
    • Zoho CRM Integration
    • Wix Integration
    • Custom/in-house CRM integration
  • How to
    • Change the Default Playbook
    • Schedule meetings on calendar
      • How to integrate calendly for meetings
      • How to integrate Acquity for meetings
      • How to Integrate YouCanBook for meetings
    • Block a User
    • Delete a User
    • Hide trigger message from website
    • How to show chatbot in right middle of website
    • Start chatbot on a button click
    • Create chatbot landing page
    • Customize Landing Page Link
    • Enable Notifications on browser
    • Popup bot on Facebook page automatically
    • How to send data to chatbot via Javascript
  • Growth Hacks
    • Facebook Retargeting
    • Messenger Ads to chatbot
  • Troubleshooting
    • Messenger Bot is not working as expected
    • How do I remove the Messenger app in Shopify?
    • Push Notification Issues
  • Partnerships
    • White-labeled Chat Platform
    • Affiliate Partnership
  • Miscellaneous
    • Languages Supported
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On this page
  • Overview
  • Default Playbooks
  • How to build a web playbook?
  • How to make a web playbook default?
  • How to test a web playbook?
  • How to deploy a web playbook?

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  1. AI Builder

Playbooks

Playbook is a conversational dialogue that can be triggered based on various parameters.

Overview

To make adding questions and creating conversations with customers easy, we created an easy-to-use interface playbook. Playbook is a set of questions or conversations, through which you can engage better with the visitors.

These conversations, once designed, can operate without any human intervention, and help in converting the visitors of your website to lead. Helping you in lead generation.

Playbook is a conversational Dialog that can be triggered like Context - the current page the visitor is on.

Parameters that can trigger a playbook

  • Context - the current page the visitor is on.

  • Persona - the historical content engagement of the visitor

  • Action - Any event/action performed by user

Default Playbooks

IntelliTicks comes with two default playbooks on both web and Facebook playbook.

1. Transfer to Human - This is a playbook which is used whenever AI Bots are not able to understand anything. They use this playbook to do a transfer to a human agent.

2. Default - This is a default playbook which is the first entry point and is a general help playbook asking visitor if they have any queries.

How to build a web playbook?

Please refer to build your first playbook doc it will help you to build your first playbook.

How to make a web playbook default?

2. Click on the playbook which you want to make default web playbook.

3. On the top after playbook name, you will see a section with Build, Config and Deploy, Click on Config section.

4. This configure page lets you to configure where and how your playbook will triggers. To launch the playbook on every page of your site or make it default playbook toggle the button to "Yes".

5. Click on confirm and your playbook changed to default playbook.

That's it playbook set to default.

Default playbook is the one that gets triggered on every page of your website

How to test a web playbook?

2. Click on the playbook which you want to test and tap on Build section from top panel.

3. On the build page of playbook, you find a Test Now button on bottom-right corner, press that to test your web playbook conversation flow.

4. You can also restart and close playbook testing by press on restart or close icon.

How to deploy a web playbook?

2. Click on the playbook which you want to deploy and tap on Deploy section from top panel.

3. On deploy page of web playbook you have two options to deploy a playbook

Option 1: You have an option to deploy the playbook on website pages you have to just copy and paste the snippet below into the <head> tag of every page in your site.

The script is same for all the playbooks. You can skip this step if you had already deployed the script on your website.

To deploy specific playbook on any page of your website you have to configure that url on playbook configure section otherwise default playbook will be triggered on every page.

Option 2: You have another option to deploy a web playbook by simply playbook landing page url.

Here are a few ways playbook conversational landing page url can be used:

  1. Drive ad traffic to custom landing page with your company's branding

  2. Have a more focused conversations with your site visitors by making your bot the center of attention

  3. Share a self-hosted landing page via email, SMS, Twitter, or Facebook!

PreviousFAQsNextNodes

Last updated 4 years ago

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1. Navigate to from the leftmost panel.

1. Navigate to from the leftmost panel.

Tested conversations also visible on platform with user attribute Referrer value test-playbook

1. Navigate to from the leftmost panel.

For more advanced options see our

Build your first playbook
AI builder
AI builder
conversation section
AI builder
documentation
Playbook
Playbook configure section
Launch Default Playbook
Testing Playbook
Plugin deployment script
Playbook deployment link