# Introduction IntelliTicks is an AI-powered Live Chat platform for Sales (with human fallback). It helps businesses get 2X more leads by being 70% more online than traditional Live Chat. {% hint style="info" %} **Don't have an IntelliTicks account yet?** [Start your free trial today!](https://www.intelliticks.com/registration/) {% endhint %} IntelliTicks is used to engage with website or facebook page users and convert them into leads. It is deployed in different modes. ### **As a chat plugin on the website** You can deploy IntelliTicks chat plugin on your website by simply put our JavaScript code on it. [Learn More](/installation-1/intelliticks-plugin-script) ![Website Page with IntelliTicks Widget](/files/-Lvi_yF8OacK3NyQuNjO) ### As a conversational landing page You can use conversation direct link to engage with your users. ![URL Based Conversation](/files/-LvibdqiE5RPQaFlq5Px) {% hint style="info" %} For organic traffic, use the chat plugin option. For PPC and other campaigns, use the conversational landing page mode. {% endhint %} ### As a facebook messenger bot You can also deploy conversation flow on your facebook page to engage with users and convert them into lead. [Learn More](/facebook-messenger-bot/getting-started) ![Facebook messenger bot](/files/-LvieRYf23R8Oras5T4F) # Overview Even if you are completely new to the IntelliTicks platform, getting started is quick and easy! Just follow these steps to create your account and start building your first conversation flow. ## Create your account {% hint style="info" %} If you have already created an account, you can directly go to [account login page](https://app.intelliticks.com/login) to follow further steps and skip this step {% endhint %} To create a New IntelliTicks account 1. Go to the our [account registration page](https://www.intelliticks.com/registration/) 2. Enter your account information, and then choose create account 3. When you receive an email confirmation message, select the link to confirm your account. Hurry! :star\_struck: You have successfully created your Intelliticks Account. ## Basic Setup and Deployment After successfully creating and verifying an account you have to follow some basic steps to setup and deploy your first chatbot. {% content-ref url="/pages/-LW0eyvx64-ph9v3m3sb" %} [IntelliTicks Plugin Script](/installation-1/intelliticks-plugin-script) {% endcontent-ref %} ## Try out our sample Bots Learn from directly working on platform AI Builder, see our sample bots in action. We also offer these all pre-build bots on our platform which are ready to deploy templates with minimal customisation. [Browse Sample Bots](https://www.intelliticks.com/chatbot-templates/) :robot: ## Learn about AI Builder AI Builder section is the brain of our platform where we build, config and deploy conversations for the users. Here we showing how a newly created accounts AI Builder Looks like. ![AI Builder](/files/-Lvj8tkdjwcJOhzm1lJf) #### **What is a Playbook in AI Builder?** To adding questions and creating conversations for users, 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. [Learn More](/ai-builder/playbooks) ## Build your first playbook Follow our build your first playbook guide to build your first playbook only in ten minutes! :rocket: # Build your first playbook This tutorial will guide you through everything you need to know to build your first playbook. To Build your first playbook go to [AI Builder](https://app.intelliticks.com/ai-builder) section on IntelliTicks platform. {% hint style="info" %} Only users with "**Owner**" role can access AI-Builder. {% endhint %} ![AI Builder](/files/-Lvj8tkdjwcJOhzm1lJf) IntelliTicks comes with two default playbooks for both web and facebook. 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. Now it's time to create your first playbook by some steps. **Step 1:** Click on create playbook card on AI Builder ![Create Playbook](/files/-LvjDfsW0ZI3TeWjjUrA) **Step 2:** After clicking on create playbook you have two options to build a new playbook **Option 1:** Start by using Pre-build playbook templates {% content-ref url="/pages/-Lvip8ODFsimWRPzd4Re" %} [Start with Pre-build Templates](/getting-started/build-your-first-playbook/start-with-pre-build-templates) {% endcontent-ref %} **Option 2:** Start from scratch with blank playbook {% content-ref url="/pages/-LvipFB328HyjEUXHH2A" %} [Start from scratch](/getting-started/build-your-first-playbook/start-from-scratch) {% endcontent-ref %} # Start with Pre-build Templates We provide different categories pre-build playbook templates which are easy to use ### Why use a Pre-Build Playbook Template? You can find many pre-build playbook templates in our platform, and all of them were designed by our professional chatbot builder employees. If you’re new in playbook building, a template is a great place to start because it can give you inspiration and guidance. You don’t even have to use the entire template. It’s often enough to preview the template, use it into AI builder to see how each feature was built, and then apply those ideas or concepts to your own playbook or just simply customise it as your business use case. ### How to use a Pre-Built Playbook Templates? **1.** Using Pre-build playbook template is super easy, after clicking on 'Create Playbook' card on AI builder section, You will see all the available templates on UI with right side categories panel. ![Create Playbook](/files/-LvjHbzJ_2cS8E2Zlij7) **2.** If you come across a template that interests you, simply click on that template to preview it's conversation flow. ![Pre-build template demo](/files/-LvjIo_JfzWEqGZE4_dT) **3.** If you find best fit template for your business use case simply click on "Use this template" button and you will get a copy of that pre-build template playbook on your AI Builder section. From there, you can test and edit it to fit your business use case. ![](/files/-LvjKWQ34E7Gv9_e4sUh) That's it, you made your first playbook by pre-build templates just test it by **"Test Now"** button from bottom right side and your playbook is ready to deploy for your users. [
](https://www.intelliticks.com/popular-chat-bots/) # Start from scratch ### How to build a playbook from scratch? **1.** In the AI Builder section after clicking on "Create Playbook" card click on the "Blank playbook" and enter a name for the playbook. ![Create Blank Playbook](/files/-LvjTG8T7RLK0ZxKAar2) **2.** After creating a blank playbook, Let's add a playbook root node - like a "**Quick Reply (With Branches)**" Node or any other [node](/ai-builder/nodes) which you want as a playbook root node. ![Add playbook root node](/files/-LvjVPzEYl9OrosItGSp) **3.** To edit node simply click on edit icon, which is at the top right corner of added node. ![Edit Node](/files/-Lvj_mTKdmw3EeRyrRXP) **4.** To add more nodes on the playbook conversation flow click on plus icon which is shown below the node. ![Add node](/files/-LvjfS-PL8J4He2Oku1I) Now add as many as nodes you want on your conversation flow. After that You're done with building your first playbook from scratch, Click "Test Now" button in the bottom-right corner to test your playbook conversation flow. # IntelliTicks Plugin Script IntelliTicks is installed as a JavaScript Plugin ## How to find IntelliTicks Plugin Script? 1\. Login to your [IntelliTicks Account ](https://app.intelliticks.com)as an Admin 2\. From the left panel, go to [**Settings**](https://app.intelliticks.com/v2/settings/channels/website) ![](/files/-M71dUQb54zWZdxdnTF-) 3\. In the Settings page, under the Section **Channels** tab click on **the website**, you can find the JavaScript code for your IntelliTicks plugin. # Plugin Installation IntelliTicks can be installed as a chat plugin on the website. ## How to install IntelliTicks on website? Just copy paste the IntelliTicks JavaScript plugin script in the ``section of all your HTML pages. To find your plugin script, read the steps below {% content-ref url="/pages/-LW0eyvx64-ph9v3m3sb" %} [IntelliTicks Plugin Script](/installation-1/intelliticks-plugin-script) {% endcontent-ref %} {% hint style="info" %} Avoid using Google Tag Manager as many Ad blockers block script added via Google Tag Manager. {% endhint %} ## How to install on WordPress websites? IntelliTicks has a WordPress plugin. Follow these steps for a 2-minute installation. {% content-ref url="/pages/-LV29NpbomXJNWkXSAn3" %} [WordPress Integration](/integrations/wordpress-integration) {% endcontent-ref %} ## How to install on a Shopify website? Follow these steps for a 2-minute installation. {% content-ref url="/pages/-LdDA-pfjWtxdgEVMEcY" %} [Shopify Integration](/integrations/shopify-integration) {% endcontent-ref %} ## How to install on a Magento(1.x) website? Follow the link below for installation steps. {% content-ref url="/pages/-LuwS4BPLxzsSH7HJSNY" %} [Magento Integration (1.x)](/integrations/magento-integration-1.x) {% endcontent-ref %} ## How to install on a Wix website? Follow the link below for installation steps. {% content-ref url="/pages/-Lu6T-Dfw9-FWbamIOag" %} [Wix Integration](/integrations/wix-integration) {% endcontent-ref %} # Getting Started Learn how to build your Facebook Messenger bots ### **How to create a Facebook Messenger Bot?** **To create a Facebook Messenger Bot, follow the below steps.** * Login into [Admin Console](https://app.intelliticks.com/login) * Go to [AI Builder](https://app.intelliticks.com/ai-builder) * If you are able to see the Facebook Playbooks, it means you can now start the process of creating your Facebook Messenger Chatbot. ![Facebook Playbooks Section in AI Builder](/files/-Lt4eSpTjJKeEOx8k7ZD) ## 3 Steps to start your Facebook Messenger Bot ### Step 1 - Build your Facebook Playbook For more information to build your first playbook you can refer to below link. {% content-ref url="/pages/-Lti9mqyO0NzsQ-aXm51" %} [Build your first playbook](/getting-started/build-your-first-playbook) {% endcontent-ref %} {% hint style="info" %} In case, you are not able to view the Facebook Playbooks. Please [Contact us at support@intelliticks.com ](https://chatbot.intelliticks.com/landing/pSZJr5kbAY7jEwEtf_c/event/helpandsupport?utm_content=facebook) {% endhint %} ### Step 2 - Connect Facebook Page to IntelliTicks Bot? Follow the link below for connecting your Facebook pages to IntelliTicks Bot. {% content-ref url="/pages/-Lt4fUQ2CDHvfgvHGMv7" %} [Connect Facebook Page](/facebook-messenger-bot/getting-started/connect-facebook-page) {% endcontent-ref %} ### Step 3 - Link your Facebook Playbook created in Step 1 to your Facebook Page? Follow the link below for linking steps. {% content-ref url="/pages/-Lt4nTe1pmgdBm49pPyC" %} [Link Playbook to Messenger](/facebook-messenger-bot/getting-started/link-playbook-to-messenger) {% endcontent-ref %} You are done. Now you can start testing your Facebook Messenger Bot. {% content-ref url="/pages/-Lt4rt9DIHi4iKk0xBq0" %} [Testing FB Messenger Bot](/facebook-messenger-bot/testing-fb-messenger-bot) {% endcontent-ref %} # Connect Facebook Page After Opening settings tab, go to the Facebook option and add the pages you want to connect with the IntelliTicks page: ![ Connecting the Facebook pages with the IntelliTicks Platform](/files/-M71cn2wYosAZy-5XFxQ) If you are not logged in, A Facebook Pop-up will come and you will be prompted to login your Facebook credentials- ![Log-In credential for Facebook](/files/-Lt4irQXufGdJC3Cjmw_) After logging in, you will get the notification to connect the pages you wish to integrate with IntelliTicks. ![](/files/-Lt4kuy6LiHYXJMevHLX) **Enable the Permissions** Keep the all the permissions at yes only and click done. ![Enable the Permissions in the FB page ](/files/-Lt4lsabqjoKpMag01cs) **Facebook Page successful integration with IntelliTicks Successful Message** After the successful integration of the Facebook page with the IntelliTicks Platform, you will get the following message. ![Successful Integration ](/files/-Lt4mnETbpIhGVYCgJGe) # Link Playbook to Messenger ### **Open AI Builder** 1\. Choose the Facebook Playbook which you wish to link to your Facebook. ![Facebook Playbook](/files/-Lt4qKKPEzN2jqYNlj5t) 2\. Go to Deploy and pick the Page to link to the IntelliTicks Platform. ![Deployment Successful](/files/-Lt4r-JrAKxcG3XOss1N) The Connection is successful and you can now test the Messenger Bot. # Testing FB Messenger Bot Go to your Facebook page and hover your mouse over the Send Message and Click on Test Button. ![](/files/-Lt5-CEF1GrrERSslZg_) Click on **Get Started** to initiate FB Messenger ![](/files/-Lt4yAKAuqhy33SwnQdJ) The Bot starts working as per the playbook you designed. ![](/files/-Lt4yqrBV1Ej_dE9Tqnh) Keep engaging further with the Bot to test the playbook. # Benefits of WhatsApp Chatbots Re-imagine a billion conversations happening everyday via WhatApp Chatbots powered by AI ## WhatsApp Business Account Now, you can connect with millions of WhatsApp users with your verified WhatsApp Business Account. You can use AI and automation to engage, interact and serve your customers at a lightning pace. WhatsApp chatbot has become the ubiquitous conversational tool, embraced by clients and brands alike, whether it is to send WhatsApp notifications or to interact with new or existing customers. ## Why WhatsApp For Business? ### 🔔 Notifications and Alerts Use WhatsApp Business API to send instant notifications to your customers right to their WhatsApp. WhatsApp has an average open rate of over 98%, making it the most effective channel to send notifications such as payment updates, flight notifications, booking confirmations, and more. Since WhatsApp is not abused like SMS or Email, WhatsApp Notifications ensure higher engagements and ROI. ### [🤝](https://emojipedia.org/handshake/#:~:text=Emoji%20Meaning,greeting%20between%20friends%20or%20associates.\&text=Handshake%20was%20approved%20as%20part,to%20Emoji%203.0%20in%202016.) Engage Customers There's no better way to engage with leads, prospects, and clients than on WhatsApp chatbots. Be where your clients are. ### [💁](https://emojipedia.org/person-tipping-hand/) Customer Support on WhatsApp To get their queries resolved faster, customers worldwide prefer to chat with a virtual assistant. And WhatsApp Chatbot is the most popular way to talk to friends and businesses alike. ### ⤴️ Conversational Ads on WhatsApp Now, drive your Ad traffic to WhatsApp directly to capture verified lead information. Using AI-Powered chatbot instantly engage, qualify and connect them to your salespeople. ### 👥 Multiple Agents Normal WhatsApp only allows one device to access a WhatsApp account at a time. You cannot let multiple people work on different chat sessions at a time. But with WhatsApp Business API, you may have multiple agents answering customer questions and inquiries with your single central number. To scale the support staff, you don't have to handle several numbers and you can now cater to 24x7 requests or have agents solving them at the same time ## How WhatsApp Business API works WhatsApp is very cautious about its users not getting spammed by businesses. So, they have ensured strict checks and policies. #### Access to WhatsApp API To keep their automation service spam-free, they have not opened their API access directly to everyone. We need to apply and request access to WhatsApp API. Don't worry, we will help you with this process. You just need to submit [this form here](https://docs.google.com/forms/u/3/d/e/1FAIpQLSc-K6IIO6mpfxg2FuQhztl_a9WqUM8dbWuEN-i2Ttsg0pn6rg/viewform?urp=gmail_link\&gxids=7628). #### Types of WhatsApp Messages WhatsApp Business API has two kinds of messages 1. **Session Messages** - Whenever a user messages a business on their WhatsApp number, WhatsApp considers that as the start of a session. A messaging session starts when a user sends your WhatsApp number a message and lasts for 24 hours from the last received message. Session messages do not need to follow a template. During this session, any and all messages exchanged are called *Session Messages*. 2. **Template Messages** - Outbound messages sent via WhatsApp Business API outside of the session message window are called *Template Messages*. These template messages need to follow one of the pre-approved templates. These are generally unsolicited transactional messages (delivery alerts, appointment reminders, etc.) sent to users who have opted in to receive messages from you. {% hint style="info" %} Template Messages can only be sent if they match the Approved Templates. If you wish to send any kind of message outside the 24-hour Session Window, you need to get your templates approved first. Our team will help you with template approval. {% endhint %} #### User Optin needed for Template Messages WhatsApp mandates that a business needs to obtain the user opt-in before sending Template messages to them. Session messages, however, can be sent without opt-in while the session is active. ## Get your own WhatsApp Bot Just follow the steps mentioned here {% content-ref url="/pages/-MJa6ffgvETJG5jp2Egx" %} [Getting Started](/whatsapp-bot/get-started-with-whatsapp) {% endcontent-ref %} ## FAQs {% content-ref url="/pages/-MTsqBlzwszB\_yNJKkrY" %} [FAQs](/whatsapp-bot/faqs) {% endcontent-ref %} # Getting Started With IntelliTicks, you can now automate your chats on WhatsApp too. To get started with WhatsApp, contact for more information. ## Steps Required for WhatsApp Chatbot Access ### Step 1 - Check Prerequisites 1. Before you get started, please go through the WhatsApp account setup flow here and make sure you have your checklist ready. 2. Make sure your business complies with [WhatsApp Commerce Policy](https://www.whatsapp.com/legal/commerce-policy/?lang=en). 3. For setting up WhatsApp Business Account you need: * **Verified FB Business manager account** Don't have an FB business manager account? [Create one](https://business.facebook.com/) | Go [here](https://www.facebook.com/business/help/2058515294227817) to get it verified * **Phone number to be linked to your WhatsApp Business API.**\ It should adhere to the given guidelines [here](https://developers.facebook.com/docs/whatsapp/guides/phone-number/) * **Display name on WhatsApp** \ It should adhere to the given guidelines [here](https://developers.facebook.com/docs/whatsapp/guides/display-name/) {% hint style="info" %} If you have any questions or facing trouble with any of the above, please reach out to our support at {% endhint %} ### Step 2 - Submit Business Details Share business details with us by filling up [this form](https://docs.google.com/forms/d/e/1FAIpQLSc-K6IIO6mpfxg2FuQhztl_a9WqUM8dbWuEN-i2Ttsg0pn6rg/viewform) and wait for 24 hours while we submit your request. ### Step 3 - Allow our WhatsApp BSP partner Gupshup's request to manage messages on your behalf You will receive a request on your FB Business Manager from Gupshup to be able to send and receive WhatsApp messages on your behalf. ### Step 4 - Wait for WhatsApp Approval for access After step 3, your WhatsApp API request is submitted and it takes 2 to 10 working days for WhatsApp to approve the request. ### Step 4 - Verify the Phone number & Display Name Once approved, we will submit your phone number and display name to WhatsApp. You will receive an OTP on your number that you need to share. Once approved, your account is set up and you can start automating chats on WhatsApp. ## FB Business Manager #### **Account Creation** 1. Go to 2. Follow instructions, register the account. #### Find Your Business ID in Business Manager Your business ID corresponds to your Business Manager. Steps to find your business ID: 1. Go to [Business Settings](https://business.facebook.com/settings). 2. Click **Business Info**. 3. Below **Business Manager Info**, you'll see your ID number. #### **Account Verification** * Go to your business manager account. * Go to the [Business Info](https://business.facebook.com/settings/info) section. * Check the verification status as shown below. ![](/files/-MJaveVUwHohUAc3NiDq) * If unverified, click on **View Details** and complete the verification by clicking on **Start Verification**. ![](/files/-MJawMhmYhNhyZShl2tz) {% hint style="info" %} If the **Start Verification is disabled**, follow this guide {% endhint %} #### **Steps to follow if Start Verification is disabled.** * Go to this [link here](https://developers.facebook.com/apps) * Click on **My Apps** from the top right corner. * Click on **Create App** * Choose **Manage Business Integrations** ![](/files/-MJb09OCszw0q4e23EiH) * On Next Screen, fill in the required details - change your email address and choose your Business Manager Account. ![](/files/-MJb0SvekclNaSc0wPF-) * Finish by clicking "Create App ID" * And once it's done, you can go back to Business Manager Info and Start the Verification. ## Share Business Manager Access with us * Go to [FB Business Manager Settings ](https://business.facebook.com/settings/) * Click on the **Add** button. * In the Enter Email Address section, add ****** in the email # FAQs #### What kind of messages are allowed on WhatsApp Business API? The WhatsApp Business API is intended for customer service or transactional messaging only. At this time it does not allow businesses to send any marketing or promotional messages. You can read more on [WhatsApp Policy ](https://www.whatsapp.com/legal/business-policy/)here. However, the company recently announced a significant change in its business messaging policy, introducing non-transactional notifications to Indonesia and Mexico. It might come to your country soon too. #### How much does it cost? Every message sent or received on WhatsApp incurs an API charge which starts with $0.0025 per message. Refer to this document for [detailed pricing](https://docs.google.com/spreadsheets/d/e/2PACX-1vS6ngX5GsZ0s9mbqb7wLvYLrhl-TBDs8h8_iTrPaqtj_bh29WZvD-Y9K22___64k6y0ssMguTdP4HZx/pubhtml). #### Do you provide help with setting up the chatbots? Yes, we can help you with all these * WhatsApp Business API Approval * WhatsApp Template Approval * WhatsApp Chatbot Setup **How can I get a green tick badge next to my WhatsApp number?** Once your number is active on WhatsApp Business API, and has around 50 active users in last one-week, we can apply for a green badge request to WhatsApp. **What kind of number can I use for WhatsApp Business API?** Your business must use a valid phone number. Shortcodes are not allowed on the WhatsApp platform. The number must include a country and area code. Landline and cell phone numbers are acceptable phone numbers to use. Since a phone number is tied to a WhatsApp account, you must own this number. This phone number must be able to receive voice calls or SMS in order to complete [registration](https://developers.facebook.com/docs/whatsapp/guides/phone-number/#register). This phone number must also not have been used with the WhatsApp Business API before. **Can I use my existing WhatsApp number for the WhatsApp Business API?** Yes, you can use your existing WhatsApp business number for the WhatsApp Business API. To use a phone number already on WhatsApp, refer to the instructions on [how to migrate a phone number](https://developers.facebook.com/docs/whatsapp/guides/phone-number/#migrate) below. Please note that * You will need to deactivate your existing WhatsApp Account on the number and then submit your API request. The request can take 2-7 working days, so there will be downtime. * Once a number is registered on WhatsApp Business API, it cannot be undone. {% hint style="info" %} As per [Guidelines](https://developers.facebook.com/docs/whatsapp/guides/phone-number/) given by Facebook - "Once a phone number is registered on the WhatsApp Business API, it cannot be used for WhatsApp Business or the WhatsApp consumer app. A phone number can be upgraded to the WhatsApp Business API, but not downgraded." {% endhint %} **Can I get a number online?** Yes, you can use Twilio to get a number online. The numbers start from $1 per month. If you would want, we can do it on your behalf. **Can I migrate my WhatsApp Business API to another vendor?** Currently, WhatsApp does not support the migration of numbers from one vendor to the other. #### How do I manage the chats? You can access all the chats from our Admin Chat Panel at ; ![](/files/-MTtIpHk_UPrJ9fMJaRy) # 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. {% content-ref url="/pages/-Lti9mqyO0NzsQ-aXm51" %} [Build your first playbook](/getting-started/build-your-first-playbook) {% endcontent-ref %} ### How to make a web playbook default? **1.** Navigate to [AI builder](https://app.intelliticks.com/ai-builder) from the leftmost panel. **2.** Click on the playbook which you want to make default web playbook. ![Playbook](/files/-LvnS6HqPWs_F74tTjP1) **3.** On the top after playbook name, you will see a section with **Build**, **Config** and **Deploy,** Click on Config section. ![Playbook configure section](/files/-LvnTT2AhJRhQ1uBmxk_) **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. ![Launch Default Playbook](/files/-LvnjLLMj5bzfcKL2GeY) That's it playbook set to default. {% hint style="info" %} Default playbook is the one that gets triggered on every page of your website {% endhint %} ### How to test a web playbook? **1.** Navigate to [AI builder](https://app.intelliticks.com/ai-builder) from the leftmost panel. **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. ![](/files/-LvndSnBMGPWkgpxf9vb) **4.** You can also **restart** and **close** playbook testing by press on restart or close icon. ![Testing Playbook](/files/-LvnhWhb0HClFVXw-orE) {% hint style="info" %} Tested conversations also visible on platform [conversation section](https://app.intelliticks.com/conversations/all/) with user attribute **Referrer** value **test-playbook** {% endhint %} ### How to deploy a web playbook? **1.** Navigate to [AI builder](https://app.intelliticks.com/ai-builder) from the leftmost panel. **2.** Click on the playbook which you want to deploy and tap on **Deploy** section from top panel. ![](/files/-LvnlFSjr6WLoy2vrpMx) **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 \ tag of every page in your site. ![Plugin deployment script](/files/-Lvnt1YOi8AhI31pYwyM) {% hint style="info" %} The script is same for all the playbooks. You can skip this step if you had already deployed the script on your website. {% endhint %} 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. For more advanced options see our [documentation](/integrations/wordpress-integration) **Option 2:** You have another option to deploy a web playbook by simply playbook landing page url. ![Playbook deployment link](/files/-LvnqsMKY0osb_ObTqvz) 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! # Nodes A node is a section of logic which controls what message should be pushed to visitor. IntelliTicks comes with a variety of nodes which will help you create engaging conversations. List of different nodes available ### **Add and Send Data** | **Node Type** | **Description** | **Website Chatbot** | **Facebook Chatbot** | | ---------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------- | -------------------- | -------------------- | | [](/ai-builder/nodes/add-and-send-data/text) | To display a simple text as a message | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-LvoRABrLjsg2W3v3ZNy)](/ai-builder/nodes/add-and-send-data/image) | To provide an image with a text message | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-LvoRTWRDuxEnLhGv2pi)](/ai-builder/nodes/add-and-send-data/links) | To provide clickable buttons | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-LvoRjLDd5LTinTn8xXj)](/ai-builder/nodes/add-and-send-data/youtube) | To provide a YouTube Video URL | :white\_check\_mark: | :x: | | [](/ai-builder/nodes/add-and-send-data/custom-node) | To create any of the supported node in this list dynamically using JavaScript code | :white\_check\_mark: | :x: | | [![](/files/-M4y1mBDHjDH3P0HzKOl)](/ai-builder/nodes/add-and-send-data/gallery) | To create a horizontally scrollable carousel of generic card templates | :white\_check\_mark: | :white\_check\_mark: | | ![](/files/-LvsY98cZ_H0CvEHxnlI) | To provide information through a video | :x: | :white\_check\_mark: | ### **Collect User Data** | Node Type | Description | Website Chatbot | Facebook Chatbot | | ------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------- | --------------------- | -------------------- | | [![](/files/-LvoSqfORGU1ru-NG1at)](/ai-builder/nodes/collect-user-data/quick-reply) | To provides a way to request some response from user with predefined options | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-LvoTXnQUCsiVO3dV58I)](/ai-builder/nodes/collect-user-data/form) | To create a small form for information collection | :white\_check\_mark: | :x: | | [![](/files/-LvoU2D_XwvWUPiHxDDL)](/ai-builder/nodes/collect-user-data/datepicker) | To collect a date input from the visitor | :white\_check\_mark: | :x: | | [![](/files/-LvoWQcSdBDicYMpcpbF)](/ai-builder/nodes/collect-user-data/web-view) | To provide an option to open a standard web view, where you can load web pages inside Chatbot | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-LvoWq7C71fVeH34L0GO)](/ai-builder/nodes/collect-user-data/payment) | To provide an option to integrate Payment Gateways without leaving the Chatbot | :white\_check\_mark: | :x: | | [![](/files/-LvoXWPIhoxq4GGXpFGK)](/ai-builder/nodes/collect-user-data/rating) | To provide an option to collect some feedback in the form of rating | :white\_check\_mark: | :x: | | [![](/files/-LvoXlZL73LDNSJy8M-i)](/ai-builder/nodes/collect-user-data/slider) | To use when we know the lowest and the highest inputs that can be given as a response | :white\_check\_mark: | :x: | | [![](/files/-LvoYAMa0ecxnIssYKbB)](/ai-builder/nodes/collect-user-data/ask-question) | To provide you an option to ask a question | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-LvoYSb945fNytIVtb3D)](/ai-builder/nodes/collect-user-data/mutli-selection-reply) | To provide the multi selection type options for the response | :white\_check\_mark: | :x: | | [![](/files/-LvoYecnRWIhxH3d_rOx)](/ai-builder/nodes/collect-user-data/quick-reply-with-branches) | Similar to Quick Reply, but the subsequent messages in conversations differ based on the user's selection | :white\_check\_mark:️ | :white\_check\_mark: | | ![](/files/-LvsXMh0Da-5SprnNUaQ) | The phone number quick reply allows you to ask a user for the phone number | :x: | :white\_check\_mark: | | ![](/files/-LvsXbUzsqLFajKQl4TT) | The user email address quick reply allows you to ask a user for the email address | :x: | :white\_check\_mark: | ### **Redirect Users** | Node Type | **Description** | Website Chatbot | Facebook Chatbot | | ------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------- | -------------------- | | [![](/files/-LvoZ2An2HIUVetL1nw2)](/ai-builder/nodes/redirect-users/url-redirect) | This is to simulate a URL redirection | :white\_check\_mark: | :x: | | [![](/files/-LvoZNSWP_eB6HH3EScx)](/ai-builder/nodes/redirect-users/conditional-branching) | To create different subsequent dialogs based on various parameters and conditions written in JavaScript. | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-Lvo_-Xjjvh5Qdb9vg6X)](/ai-builder/nodes/redirect-users/go-to-playbook) | If you have created a playbook and wants to hook the visitor to that playbook, use this node. | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-Lvo_K9Z_fjFpy_phByK)](/ai-builder/nodes/redirect-users/jump-to-node) | If you have wish to re-use the same conversation created somewhere else, you can use Jump to node to hook the visitor to that node in the conversation. | :white\_check\_mark: | :white\_check\_mark: | ### **Export & Import** | Node Type | Description | Website Chatbot | Facebook Chatbot | | -------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------- | -------------------- | | [![](/files/-Lvo_imOcxDphhoFBtcH)](/ai-builder/nodes/export-and-import/json-api) | To make a API call to the external server and using response optionally create any of the supported node in this list dynamically using JavaScript code | :white\_check\_mark: | :white\_check\_mark: | ### **Connect Users To A Human** | Node Type | Description | Website Chatbot | Facebook Chatbot | | ------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- | -------------------- | -------------------- | | [![](/files/-LvoaAGJnoMC79Aj5mYH)](/ai-builder/nodes/connect-users-to-a-human/connect-with-agent) | The human agent will be notified to take-over the conversation. | :white\_check\_mark: | :white\_check\_mark: | | [![](/files/-LvoaMcEV9hWPP0jBFyW)](/ai-builder/nodes/connect-users-to-a-human/end-automation) | This ends the automated messaging | :white\_check\_mark: | :white\_check\_mark: | ### Additional | Node Type | Description | Website Chatbot | Facebook Chatbot | | ----------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- | -------------------- | -------------------- | | [![](/files/-LvoafJN9Hyy8jAsUy8k)](/ai-builder/nodes/additional/client-javascript) | To run any Javascript in the main domain of your website, usually to track conversion. | :white\_check\_mark: | :x: | | [![](/files/-LvoavUdifm7DweUiPnY)](/ai-builder/nodes/additional/user-input-wait) | To delay to execution of the next node. | :white\_check\_mark: | :white\_check\_mark: | | [](/ai-builder/nodes/additional/actions) | To run actions such as setting profile field, sending alert etc. | :white\_check\_mark: | :white\_check\_mark: | ### Templatization of the text In the text of above nodes we support templatization to personalize the text. You can use enclose fields of `user` object in `{{ }}` and our system will fill the value of enclosed variables in before sending message to each user. Below are some of the examples on how to use it. 1. {{name}} to use name of user, if user has entered it already in the chat earlier. For example in the text node you can use: Hi {{name}}, what are you looking for? 2. {{city}} to use city(based on IP address). For example: Hi {{name}}, do you live in {{city}}? 3. To use any profile field(eg product) which was saved using "save as profile field" action use {{profile.product}}. For example: Hi {{name}}, are you looking for {{profile.product}} 4. To use temporary attributed(eg plan) which was saved using "save as temporary variable" action, use {{context.plan}}. #### User Object Below is the complete `user` object which contains all of the supported fields. ``` { name:'',//name of user if entered via form node email: '',//email of user if entered via form node phone: '',//phone of user if entered via form node ip: '',//IP address of user city: '',//City of user based on IP region: '',//Region/state of user based on IP country: '',//Country of user based on IP country_code: '',//2 letter ISO country code based on IP stage: '',//Lead Stage of user such as Lead, Engaged visitor_number: '',//Visitor number of user visit_count: '',//Number of times user visited your website conv_start_page: '',//URL of the page where chat was started curr_page: '',//Current URL(from where last message was sent) referrer: '', //Referrer contains the address of the previous web page from which a link to the landing page was followed landing_page: '',//URL of the page where user came for the first time profile: { //any of the custom fields which saved using action "set profile attribute" or "save to profile attribute" }, tags:[],//tags of user context:{ //any of the temp variables which saved to temporary variables using actions }, external: { hubspot_id: '',//hubspot lead id of integration is on zoho_id: '',//zoho lead id if integration is on leadsquared_id: '',//leadsquared lead if integration is on leadsquared_client_id: '',//leadsquared id from browser cookie if integration is on googleanalytics_id: ''//ga id of user from browser cookie if integration is on } } ``` # Add and Send Data # Text A text node is a simple node to show a message to the use. It looks like this ![](/files/-LXNfySqKUeDGCy5V71I) ### Fields * **Text Message** (required) - The message that needs to be pushed to the user. ## Can I wait after inserting a Text node? No a **Text** node does not wait. It will execute and the flow will start executing the next node. If there is need, use a **User Input/Wait** node as the next node of Text node to simulate a wait. # Image An Image node is used to provide an image with a text message.. It looks like this ![](/files/-LXNhLJp26nHzQtPW4av) ### Fields * **Text Message** - The message that is displayed before the image * **Image** (required) - Image to the displayed ## Can I wait after inserting an Image node? No an **Image** node does not wait. It will execute and the flow will start executing the next node. If there is need, use a [**Wait**](/ai-builder/nodes/additional/user-input-wait) node as the next node of Image node to simulate a wait. # Links A Link node is used to provide **Call-to-Action** buttons to the user. ![](/files/-MBbiLFumWRaRRthnZGV) Links can be of many types * A simple URL * Click-to-Email * Click-to-WhatsApp * Click-to-phone * Click-to-launch-a-playbook. ### Fields * **Text Message** - The message that needs to be pushed to the user. * **Link Type** (required) - Link that needs to be shown and its data # Youtube Youtube node is used to show the user a YouTube video in the chat-bot. ![](/files/-MBbhi_FMiT44ZYUflDx) ### Fields * **Text** - The message that needs to be pushed to the user. * **Youtube URL** (required) - URL of the youtube video that needs to be shown to the user. # Gallery A Gallery node is use to create a horizontally scrollable carousel of generic card templates. It look likes this. ![Gallery message](/files/-M4y3TafJe0f2x3vx0qm) Gallery is made up of the card elements and card element is a simple structured message that includes a title, subtitle, image, and up to three buttons. ### Fields * **Card Element** (required) - The card that needs to be pushed to the gallery message. ```javascript { "title": "", //required "subtitle": "", "image_url": "", "buttons": ["",...] //array of links node } ``` ### Best Practices :white\_check\_mark:Use for messages with a consistent information hierarchy (e.g., product or article previews, weather forecasts). :white\_check\_mark:Use the correct aspect ratio for your image. Photos in the card template that aren't 1.91:1 will be scaled or cropped. (recommended image size 240 \* 140 pixels) :x:Don’t use if your message doesn't have structured information or require hierarchy. :x:Don't use if you need people to be able to zoom your image to full screen. # Dynamic Node The **Dynamic Node** is used to create dynamic nodes based on some logic written in JavaScript. {% hint style="warning" %} This is an advanced node. You need have the knowledge of Javascript to use this node. {% endhint %} You need to write body of a function which takes user as parameter and returns list of nodes or actions as a response. Below is the format of function. ```javascript function(user) { //your logic goes here return { nodes:[] }; } ``` You need to write only body of the function. To refer to the complete user object with all of the fields [please check go to this link](/ai-builder/nodes#user-object). the function should return nodes in required JSON format. Below is the format of json for each type of nodes. Please note that all nodes are not supported here. Below are nodes which are supported. #### Add and send data {% tabs %} {% tab title="Text" %} ```javascript { "node_type": "TEXT", "txt": "", } ``` {% endtab %} {% tab title="Image" %} ```javascript { "node_type": "IMAGE", "txt": , "img": "", "links": [//array of links as per the requirement. At least one obect is required in the array { "link_type": "EMAIL",//To show email link "open_in_new_tab": true, "title": "", "email": "" }, { "link_type": "PHONE",//To show click to call button "open_in_new_tab": true, "title": "", "phone": "", "phone": "", } ``` {% endtab %} {% tab title="Gallery" %} ```javascript { "node_type": "CAROUSEL", "elements": [// array of card templates, at least one is required { "title": "", "subtitle": "", "image_url": "", "buttons": [// array of links node, up to three { "link_type": "EMAIL",//To show email link "open_in_new_tab": true, "title": "", "email": "" }, { "link_type": "PHONE",//To show click to call button "open_in_new_tab": true, "title": "", "phone": "", "phone": "", "responses": [//array of responses { "txt": "