Clayton_Curtis | 2022-02-23 21:58:44 UTC | #1
I have previously worked with voice flows only and we are now implementing chat and just need some confirmation. After chat connects, we want to prompt for last four of SSN (we perform data action on email to get this from our db), then prompt for phone number and verify that info. The best way to do this through calling Bot, and using a slot? Is there a way to pass variables from initial flow to the bot? I have a working copy, but i don't want to go too far down this road if it is simpler than how i am currently doing it.
Jerome.Saint-Marc | 2022-02-24 12:06:13 UTC | #2
Hello,
"The best way to do this through calling Bot, and using a slot?" Yes. With WebChat and Messaging, if you need to interact with the customer in "self-service" way, sending messages and collecting response back, you must leverage a bot.
"Is there a way to pass variables from initial flow to the bot?" Assuming you are referring to Architect Bot flows, yes you can pass variables from initial flow to the bot - input and output parameters.
You have Inputs and Outputs fields in the Call Bot Flow action which will display the input and output parameters you have defined in the Bot Flow you are invoking.
In your Bot flow, the variables you have used/declared are listed in the "Resources - Data" (menu on the left). Select the "Data" entry (under "Resources") in the menu on the left and it will display the variables used in your bot flow. Click on the variable you are interested in and it will display a modal window showing preferences for this variable. Under Variable Options section, you can tick the "Input to flow" and "Output from flow" checkbox. After you save and publish your bot flow, when you call the bot flow from your chat flow, you will see these variables appear in the inputs/outputs fields (of your Call Bot Flow).
Regards,
system | 2022-03-27 12:06:41 UTC | #3
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