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  • 1.  AI Guides

    Posted 21 days ago

    I am struggling with AI Guides, and it may be the syntax I am using to end the conversation and exit the Guide.  I have a Messenger Flow that calls a Bot, which in turn calls my Guide.  My Guide collects customer information and stores it in variables. Once that chore is complete, I would like it to drop down to Success and then execute additional Tools from the Toolbox. What happens is it jumps right back to the Messenger Flow, which was originally called my Bot.  Below is how I have my exit configured.

    6. Escalate to Advisor
        * Agent says "I'm connecting you with an Advisor who will be able to assist you further."
        * Set {{Variable.Exit_Var}} as Advisor
        * End the conversation

    The other issue is that in my Guide, the agent makes a statement, and then goes to [Offer Additional Assistance] step.  But after the statement, it sits there and never goes to the Go to step unless I add some input.

     - Agent says "Thank you for providing your information. An advisor will contact you soon to complete your membership sign-up process."
           - Go to [Offer Additional Assistance] step

    I am hoping this is something simple, but I have spent too much time trying to sort this out. 


    #ConversationalAI(Bots,VirtualAgent,etc.)

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    Martin Bunting
    New Era Technology
    Senior Solutions Consultant
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  • 2.  RE: AI Guides

    Posted 21 days ago

    Hello Martin, 

    I am going to try to address both issues your experiencing. 

    For the first issue regarding the Guide Exit and Flow Control issue: The behavior you're experiencing where it jumps back to the messenger flow is related to how the conversation end is being handled. I have a recommendation to modify your approach. 

    6. Escalate to Advisor
        * Agent says "I'm connecting you with an Advisor who will be able to assist you further."
        * Set {{Variable.Exit_Var}} as Advisor
        * Go to [Success] step
        * Execute additional tools
        * End the conversation

    Instead of directly ending the conversation, you should first go to your success step, then include your additional toolbox actions in the success step, then end the conversation. This should ensure that your additional tool are executed before the conversation ends and returns to the messenger flow. 

    Regarding the statement and go to step issue: The behavior you're seeing where the guide waits after a statement is because the system expects some form of transition trigger. I have a recommendation to fix this as well:

    - Agent says "Thank you for providing your information. An advisor will contact you soon to complete your membership sign-up process."
    - Wait for 1 second
    - Go to [Offer Additional Assistance] step
    

    Add a small wait step between the statement and the go to step. This create an automatic transition without requiring user input. 

    Hope this helps!



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    Cameron
    Online Community Manager/Moderator
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  • 3.  RE: AI Guides

    Posted 21 days ago

    Thanks, I will give this a go. 



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    Martin Bunting
    New Era Technology
    Senior Solutions Consultant
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  • 4.  RE: AI Guides

    Posted 21 days ago

    In the event Cameron's very valid & always helpful advice still doesn't consistently address the current AI Guides inconsistencies, check out these two posts to help avoid further frustration:

    In summation, join the club as we anxiously await AI Guides v2 addressing the inconsistencies with jumping to steps, executing data actions, etc.



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    Brian T. Jones | Ascension | Senior Specialist - Technology
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  • 5.  RE: AI Guides

    Posted 21 days ago

    Unfortunately, Cameron's suggestions did not work. I appreciate the suggestions, though. I find the current version of AI Guides frustrating because it lacks many of the capabilities Brian you have mentioned, and the inconsistant results. AI guides are new, and I believe and understand the glowing pains that come with newness.

    I am looking forward to Guides V2, which, according to the last roadmap I saw, is scheduled for H2 2025. Thanks.



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    Martin Bunting
    New Era Technology
    Senior Solutions Consultant
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  • 6.  RE: AI Guides

    Posted 21 days ago

    Hi Martin, would you please be able to share the full instruction text of your guide (redacting anything sensitive of course) that included Cameron's suggestion?



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    Vaun McCarthy
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  • 7.  RE: AI Guides
    Best Answer

    Posted 20 days ago

    Hi @Martin Bunting,

    Cameron's advice did not work 'cz current implementation of AI Guides does not fully support chaining post-success actions before returning to the calling Messenger Flow. When you use End the conversation, the control immediately returns to the parent flow (Messenger → Bot → Guide), bypassing any additional steps you intended to run. (Expected behaviour of current version)

    Instead of ending the conversation inside the Guide, use:
     
    - Go to [Success] step
    - Execute your Toolbox actions in that step
    - Then return control to the Bot/Messenger Flow without explicitly ending the conversation in the Guide.
    If you need to signal the parent flow for escalation or wrap-up, set an output variable (e.g., Exit_Var = Advisor) and handle the transfer logic in the Messenger Flow or Bot Flow. here's a link - Exit Bot Flow Action

    On Genesys I see that Guides V2 is on the roadmap for H2 2025 - better flow control, support for post-success actions & better transitions automatically.

    thanks


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    Ashiesh Sharma
    GCX- GCP, ARC, SCR, QM
    BT plc
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