Assume a business running a travel company wants to have an engaging playbook to hook its visitors and wants to create a sample playbook. Here, we will walk you through the steps to create such playbook and to make it the default conversation on the website.
Login to IntelliTicks Admin Console.
Navigate to AI-Builder from left menu with icon
Scroll down to the bottom to find the "Add Playbook" button
Click on Add Playbook, it will ask for Playbook Name. Provide name "Travel" (or anything you like) and click Ok.
You will see a new playbook created with name Travel like this
Click on Add Dialogue, It will ask you to choose a node type. Select Quick Reply (with branches) and click on Add Node.
You will see a Dialog created in Travel Playbook. Click on the View button.
You will enter a blank Dialogue with an empty node Quick Reply (with branches). Click on the Edit icon represented as pencil
You will see the edit panel of Quick Reply with branches node.
In the Text Message, enter
Are you planning a trip?
Add Text Variation if you wish to have different starting messages which keep changing every few seconds until the visitor engages with any one of them.
For the tutorial, lets add this in Text variation. You can add more variations if you wish to.
We plan hand-curated tours by experts.
Would you like us to help you plan?
Add Quick Reply, to add options to your questions
Leave all other options as default.
It will look like this. Click on Save to save this node.
Now you will be back to Dialog Screen with a filled Quick Reply (with branches) node with two options Yes and No.
Click on Yes, you will see a button Add Node like this
Click on Add Node, you will see a list of options to add.
Choose Text as the next Node and Add it.
Edit the Text node and add message
Sure. I will help you plan your trip.
Choose Quick Reply as the next node to this Text node.
Edit the Quick Reply node and do this
In the Text Message, enter
What kind of tour are you planning?
In the Add Quick Reply, add these option
1. A Romantic Trip
2. A Family Trip
3. A Trip with Friends
4. A Solo Trip
By default, the orientation of these nodes is Horizontal, you can change it to Vertical as the options text is longer.
Set Actions on user engagement with this node by clicking on Actions on Response > Click on Add action on Response button
You will see a popup window asking you to chose action. Choose the Action Type Save as Profile Attribute and put Attribute value as "tour_type". When the user makes a selection on this Quick Reply for a trip type, the chosen value will be saved in his profile as "tour_type".
Save the Quick Reply node and Add "Text" node as the next node.
Edit Text node, add
Save the Text node.
Add Form node next
Edit Form node and do this
In the Text before Question, enter
Help me with a few details so that I can provide you with the best itineraries we have.
In the Questions, Add Info Question like this
In the Text after Question, enter
Thanks for the details.
Save the Form.
Now add Datepicker node next
Edit Datepicker and do this
In the Text message add
What is your tentative start date?
Set Allow old dates as No
Save the DatePicker
Now, we will end the conversation and hook the visitor to the FAQ playbook. Hooking with FAQ playbook makes the platform to handle user queries.
Add Go to Playbook as the next node.
Edit Go to Playbook and do this
In the Connecting Text when going to this playbook, add this
Thanks I have got your request. My team will soon connect with you help you plan your trip.
Save Go to Playbook node.
Your playbook is ready.