Getting Started with T-Dialogs

This guide will help you set up a T-dialog and will walk you through the steps to set up interactions that help you to collect information from your end users.

Transactional Dialog Overview

When you open the dialogs screen, you will see a list of all of your dialogs. At the top of the screen there is a Transactional Dialogs tab. Click on this tab to go to T-dialog editor. You can sort your T-dalogs to show alphabetically (Ascending or Descending) and there a search field to help you find specific T-dialogs. At the bottom of the list you can also reduce or increase the number of T-dialogs to show on the screen by setting the 'Rows per page' to show 10, 25 or 50 T-dialogs.

Create a New T-Dialog

Go to the dialogs screen, and select the "Transactional Dialogs" tab.

Click the "add" icon to create a new T-dialog

Fill in a name and brief description for the new T-dialog and click "Save".

The T-dialog editor will then open and you'll see an empty T-dialog template:

Add & Delete Slots

To add additional slots, use the add slot button at the top of the screen or hover over the arrow between slots and click the '+' that appears.

To delete a slot, select the slot and select 'Delete slot' in the Slot Properties.

Name Slots

To name a slot, click the rectangle to select it. You can now type in a name in the slot properties.

Important: Changing the slot names after your Transactional Dialog is live, could potentially impact the front end implementation.

Rearrange Slots

The order of the slots determines the order in which Conversational AI Cloud will ask for additional information if your customer doesn't already specify the information in an earlier reply.

To rearrange slots, simply click and drag the slots to the correct order.

Fill Slots With Data

Use the Edit Slot option or double-click on the first slot to begin filling the Transactional Dialog.

The following data can be filled in T-Dialog slots:

• Input Patterns
• Quick Replies
• Validation Script
• Outputs
• Additions
• Transaction Script (End slot only)
• Transaction End Event (End slot only)

Masking Slot Data

You can enable or disable the masking on your T-Dialog in the Dialog Properties.

Quick Replies

Quick Replies are used to provide the end user with some quick options to select from.

To add a Quick Reply value, just add it to the QR field and drag over to Quick Replies in the right pane.

Add Validation Script to Slot

Validation Scripts are used to check whether the information someone provides in each slot is correct.

Before you can use Validation Scripts in your T-Dialog, they must first be defined by your Developer.

Toggle the Validation Script button on and be sure to choose the correct Validation Script for the Slot.

T-Dialog Outputs

T-Dialog Outputs give a response to the user. There are 3 output types:

• An output for the value that your are requesting from the user
• An error output for when the slot contains invalid input by the user
• A confirmation output for when the slot contains valid input by the user

Add the relevant text you need for each output response and drag it to the right pane:

T-Dialog Additions

You can use an Addition on a T-Dialog to show additional information with the Output.

Open a slot and select the 'Additions' tab. Select the Addition you want to use and drag and drop it to the right pane under 'Additions'.

End Slot

Every Transactional Dialog needs an End slot. The End slot is responsible for sending the information gathered from the T-Dialog so that it can be evaluated and completed. For this you need a Transaction Script which first needs to be defined by a Developer.

Add the text you need to each of the Outputs and select the relevant Transaction script from the drop-down list.

Here you can also add a Transaction End Event or Addition.

End Slot With Event

If your Transactional Dialog triggers an Event, then you'll also need to select the relative Transaction End Event from the drop-down list.

The Event gets sent to the user in the Answer payload after the evaluation of the T-Dialog. If the Event has been configured beforehand, you will need to inform your Developer so that they know which event to call to for the T-Dialog.

In this example we've added an Event to request feedback from the user after they have placed their order.

Save the T-Dialog

Once you are finished filling in all of the slot info, be sure to save the T-Dialog.

You can then add the T-Dialog to an article, event or dialog and test it in the Test Center.