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Set Up a Dialog Question Step with Static Choice Responses

Use a Static Question step to offer predefined options that let your customers answer questions quickly.

Required Editions

View supported editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots

To gather information from your customer, your bot must know which entity to search for in the customer input to find the information (for example, date, location, and money). The bot also must know which variable to use to store it.

  1. From the Dialog Component Library, drag the Static Question step onto the canvas.
  2. In the Step Properties panel, enter the question from your bot to the customer in the Ask a question field.
    Add a question to your Question step
    Note
    Note You can call standard fields in standard objects using the {!FieldName} format found in Object Manager. For custom fields, use the Field Name and include __c at the end: {!CustomField__c}. To call a specific record, use {!Record.Field}.

    To call an item in a list variable, use FieldName[X], with X referring to the location of the item in the list. Einstein Bots uses a zero-based index with list variables, you can call the first item of the list using FieldName[0].

  3. Specify the format of your choices (buttons or menus), and then add the predefined choices you want to display.
    Specify choices and how they're displayed
    Customers can reply by selecting a static option or by replying with 1, 2, or 3. SMS users must enter 1, 2, or 3 to select a choice. If your bot will be used in enhanced WhatsApp or Apple Messages for Business channels, select Menu. If Buttons is selected, the end user doesn't see the question until they select an option.
  4. Select or create an entity that matches the information you want to gather and a variable to store the answer.
    Specify how to store the customer response
  5. Tell the bot what to do if the variable already contains a value. Conversations that use the same dialog multiple times can retain the value and skip the question (for example, asking for the customer’s name). Or, the bot can ask the question and override the value (for example, looking up multiple orders).
    Tell the bot what to do if the variable already contains a value
  6. Save the dialog.

See Also