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How to Create a Chatbot from Scratch

Introduction

Section titled “Introduction”

This tutorial will show you how to start creating a no-code bot from scratch and have fun at the same time! Don’t believe it? Continue to read or watch the video.

Step 1: Log in to Your Pingstreams Account

Section titled “Step 1: Log in to Your Pingstreams Account”
  1. Open your web browser and navigate to Pingstreams platform
  2. Log in to your Pingstreams account using your credentials
  3. Once logged in, go to the Bots section in the Pingstreams dashboard

Step 2: Create a New Bot from Scratch

Section titled “Step 2: Create a New Bot from Scratch”
  1. In the “Bots” section, click on the “Add from Scratch” button to start creating your chatbot

Step 3: Setting Up the Start Message

Section titled “Step 3: Setting Up the Start Message”
  1. Upon creating a new bot from scratch, you’ll see two default blocks: “Welcome” and “DefaultFallback”
  2. Start by setting up your chatbot’s initial message. Click on the “Welcome” block to edit its content. This is the message that users will see when they initiate a conversation with your chatbot. Customize it to provide a warm welcome or any relevant information

Step 4: Creating New Blocks and Paths

Section titled “Step 4: Creating New Blocks and Paths”
  1. Now, let’s create a conversation flow for your chatbot. Begin by drawing paths from the exit ports of existing blocks to create new blocks with specific actions
  2. Click on the exit port of a block (e.g., the “Welcome” block) and drag it to an empty space on the canvas to create a new block
  3. A menu will appear, allowing you to choose a specific action for this block. You can choose actions such as “Reply” or “If Online Agent”
  4. After selecting an action, you can name your block to keep your conversation flow organized and easily understandable

Step 5: Handling Online Agent Availability

Section titled “Step 5: Handling Online Agent Availability”
  1. To handle scenarios when an online agent is available, draw a path from the “Online” exit port of a block
  2. Create a corresponding block by choosing the “Agent Handoff” action. This block will handle interactions when a live agent is online

Step 6: Handling Offline Agent Availability

Section titled “Step 6: Handling Offline Agent Availability”
  1. To handle situations when an online agent is not available, draw a path from the “Else” exit port of a block
  2. Create a second block by choosing the “Reply” action in this case. This block will be used to provide an offline message to the user
  3. Customize the content of the “Reply” block to convey a message or offer assistance even when no live agent is available

Step 7: Continue Creating Blocks

Section titled “Step 7: Continue Creating Blocks”
  1. You can continue to create as many blocks as needed to build a complex chatbot conversation flow
  2. On the left side of the Pingstreams Design Studio, you’ll find a list of all your blocks, making it easy to navigate and edit them as necessary

Step 8: Test Your Chatbot

Section titled “Step 8: Test Your Chatbot”
  1. Once you have created your chatbot’s conversation flow, it’s important to test it thoroughly to ensure it behaves as expected
  2. You can test your chatbot by simulating user interactions in the Pingstreams platform (top green button) or by integrating it into your website or messaging channels

Conclusion

Section titled “Conclusion”

That’s it! You’ve successfully created a chatbot from scratch using Pingstreams Design Studio. You can further refine your chatbot’s behavior, add more complex logic, and integrate it with various channels to provide efficient customer support and engagement.