Overview

This section talks about how to get started with IntelliTicks.

Playbook

Playbook is a conversational Dialog that can be triggered based on various parameters like

  • Context - the current page the visitor is on.

  • Persona - the historical content engagement of the visitor

  • Any action that the visitor has made on the website

Example -

For a car showroom website, you can create three playbooks:-

  1. Playbook A - for someone looking for a new car

  2. Playbook B - for someone looking for a used car

  3. Playbook C - for someone looking for financing options for car

Now you can create engaging conversations by triggering Playbook A for those looking for new cars and if they engage you can hook the visitors with Playbook C to check if they also need financing options.

Similarly, you can create a parallel conversation with Playbook B -> Playbook C for someone looking for used car and financing options/

Default Playbooks

IntelliTicks comes with three default playbooks

  1. FAQ - This is used to understand visitor queries and provide them with a relevant pre-trained responses.

  2. Transfer - 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.

  3. 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.

Casual chit chat like "Hi", "Hello", "Ok", "Thank You", "Good morning", "Good day" etc are pre-loaded in FAQ playbook.

Node

A node is a section of logic which controls what message should be pushed to visitor.

Example -

  • A Text Node will send a test message to visitor

  • An Image Node will send an image with a text to the visitor

Action

An action is an automated event which is executed when the visitor reached any particular stage in the conversation.

Example -

  • An Add Tag action will add tags to the visitor profile when the node with this action is reached.

  • A Change Lead Stage action will change the lead stage of the visitor (to the specified value) when the visitor reaches the node with the action

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