Create a question with static options messaging component to quickly gather customer
information. For example, create a question that asks customers to select a reason for reaching
out to the bot. Then present your customers with predefined options in rich messaging formats
that can include custom text, images, and buttons. For a plain text experience, use the
non-messaging component Dynamic Question dialog step with enhanced and standard
bots.
Required Editions
| User Permissions Needed |
| To build and manage Einstein Bots: |
Customize Application
OR
Modify Metadata
OR
Manage Bots
|
Support for messaging components varies by channel.
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From the Messaging Component page in Setup, create a question with static options.
When you set up a question with static options, you create a question to the customer.
The question text isn’t visible in the Bot Builder, but you don’t need to add a separate
dialog step to send it. In the bot conversation, the question text is sent to the customer
when they reach the dialog step that references your component.
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Go to the Bot Builder. Click Dialogs, and then select the dialog
that you want to add the question with static options to.
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From the Dialog Component Library, drag the Question (Static)
dialog step onto the canvas.
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Optionally, select an entity in the Entity Name field if you
want the customer’s response validated against an entity.
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In the Step Properties panel, enter the name of your messaging component to search for
and select it. If you don’t see your component, refresh the builder and try again.
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Select or create a variable to store the customer’s response.
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Tell the bot what to do if the variable already contains a value. The bot can keep the
original value and skip the question, or the bot can ask the question and override the
original value.
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Optionally, add repair attempts to prompt the customer to try again if the bot doesn’t
recognize their response. In the Repairing Misunderstanding section, include one or two
repair attempts.
After the bot makes these attempts, tell the bot how to resolve the issue. Specify
whether the bot repeats the repair attempts until the customer selects a valid choice or
moves on to the next dialog step without filling the variable.
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Save your changes.
