To deploy a bot, you need to create a new bot agent in the Live Assist Admin Portal, configure and assign the bot agent to a skill in the Engagement Portal, create a new engagement for web messaging, and connect the bot agent to the Conversation Builder bot.
Log in to the Admin Portal. See: How to Log in to the Admin Portal
Go to the USERS > Bots tab.
Add a Bot.
Specify the following then hit
- Nickname: Display name for the Bot
- Connection Type: Select LP for the bot framework type
Note: A bot consumes 1 Live Assist license.
Login to the Engagement Portal. See: How to Log in to the Engagement Portal
Go to the User Management screen and you can see the new bot agent has been created.
Click the bot agent to edit the profile. Choose the API Key as the login method and Generate API Key.
For the maximum number of live chats, select No chats from the dropdown box. The bot agent will only handle Web Messaging, not Live Chat.
Assign an existing skill, or create a new skill, automatically assigning the bot agent to the new skill.
Then hit button.
Follow the steps outlined here to create a campaign and engagement for Web Messaging.
Go to the Automate > Conversation Builder.
Tip: If you haven’t created a Conversation Builder bot yet, watch this video for a quick guide.
Select your Conversation Builder bot from the list.
Click on icon and select Agent Connectors from the menu.
Click button and the Add Agent Connector dialog will appear.
Specify the following in the dialog:
- Agent User ID: Select the login name of the bot agent you intend to use.
- Role: Select the profile that's assigned to the bot agent you intend to use.
- Conversation Type: Select “Messaging.”
- Deploy to: Select either "Demo" (for testing) or "Production," as appropriate.
Then click to establish the connection between the bot agent and the bot.
Lastly, start up the connection by selecting the button.
You can now test out your deployed automation by using our demo environment: https://demo.liveassistfor365.com/hotel/index.html?accountId=XXXXXX.
Get your account ID from the Engagement Portal URL.