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›Stella Inbox Setup

Get Started

  • Build your First Chatbot

Basic Facebook Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create a Global Node
  • 1.5: Build Child Nodes
  • 2.1: Production Channel
  • 3.1: Draft a Post
  • 3.2: Create Comment Reply

Basic Instagram Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create Global Node
  • 1.5: Build Child Nodes
  • 2.1: Create Story Mention
  • 2.2: Create Comment Reply
  • 2.3: Send Push Message

Basic Web Chat Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create a Global Node
  • 1.5: Build Child Nodes

Basic WhatsApp Chatbot Setup

  • Overview
  • 1.1: WABA Subscription
  • 1.2: Connect WABA
  • 1.3: Check Approval Status of WABA
  • 1.4: Setup WABA with Used WhatsApp Number
  • 1.5: Reset / Terminate WABA
  • 2.1: Create New Tree
  • 2.2: Build the First Node
  • 2.3: Create a Global Node
  • 2.4: Build Child Nodes
  • 2.5: Connect to Datasource
  • 3.1: Create Priority Group
  • 4.1: Create Product Message

Common Use Case Application

  • Overview
  • 1.1: Apply Fail-Safe to Chatbot
  • 1.2: Apply Member Unsubscription Flow to Chatbot

Advanced Chatbot Application

  • Overview
  • Apply Datasource to Chatbot
  • Apply Payload Value to Chatbot
  • Apply API to Chatbot
  • Apply Custom Locale to Chatbot
  • Apply Opt-in Flow to Chatbot
  • Apply Agenda to Chatbot
  • Apply Stella API to Chatbot
  • Apply Web Event to Webchat Chatbot

Error Handling

  • Handle Errors for Chatbot

Stella Partner Portal Setup

  • Overview
  • 1.1: Partner Portal Setup
  • 1.2: New Customer Onboarding
  • 1.3: WABA Setup
  • 1.4: Check Approval Status of WABA
  • 1.5: Setup WABA with Used WhatsApp Number
  • 1.6: Reset / Terminate WABA

Template Tree

  • Overview
  • Create Template Tree
  • Manage Proxy Tree

Chatbot Testing & Deployment

  • Overview
  • Stage One - Tree Building
  • Stage Two - Testing Stage
  • Stage Three - Production Deployment

Slack Live Chat Tree Setup

  • Overview
  • 1.1: Create Tree for Live Chat Assignment
  • 2.1: Set Up Pick Ticket Status
  • 2.2: Create Done Command
  • 2.3: Create Transfer Command
  • 2.4: Create Archive Function
  • 2.5: Create Member Tagging/Remarks Command
  • 3.1: Automatic End Live Chat Function

Zendesk Live Chat Tree Setup

  • Overview
  • 1.1: Create Tree for Assignment
  • 2.1: Create Done Command
  • 2.2: Auto End Live Chat Function

FAQ Chatbot Setup

  • Overview
  • 1.1: Exact Keyword Match
  • 1.2: Keyword Groups Match & Diversion
  • 2.1: Redirect to Existing Chatbot Tree
  • 2.2: Data Analytics for FAQ Chatbot
  • 2.3: NLP for FAQ Chatbot
  • 3.1: Filtering Questions for FAQ Chatbot

NLP Chatbot Setup

  • Overview
  • 1.1: Apply NLP to your Chatbot
  • 2.1: Set Up an NLP Fallback Tree
  • 3.1: NLP Fallback to Other Languages

Connect Shopify Store to Stella

  • Overview
  • 1.1: Integrate Stella to Shopify
  • 2.1: Setup Facebook Messenger Chatbot for Shopify
  • 2.2: Setup WhatsApp Chatbot for Shopify
  • 2.3: WhatsApp Customer Care Notification for Shopify

Stella Inbox Setup

  • Overview
  • 1.1: Connect Channel to Slack
  • 1.2: Access Control & Admin Panel
  • 1.3: Set up Customizable Message
  • 1.4: Inbox Channel
  • 2.1: Turn on Live Chat Directly
  • 2.2: End Live Chat Mode
  • 2.3: Ticketing
  • 2.4: Manage Ticket Helper
  • 2.5: Add Member Tag
  • 3.1: Send Chatbot Message

Send Chatbot Message

Preset Chatbot Message

In Inbox Channel, agent can type in text messages to interact with the user during live chat. But agent can also make use of Chatbot Messages. These are Response from your tree node, which are stored in Stella. During live chat, if the user has an enquiry which could be solved by the chatbot, you can send a Chatbot Message Template in this case.

What is your Result?

The agent is having live chat with a customer in Messenger. Now, the agent sends a Chatbot Message Template to answer the enquiry.

Sending Preset Message (User View & Agent View)

Create Chatbot Message

  1. After the installation of Stella Inbox, a Preset Chatbot Message Tree will also be imported to your Stella app. You can open this tree in Bot Builder Stella.

Preset Chatbot Message Tree
  1. In default, there are 4 tree nodes in the Preset Chatbot Message Tree. As stated in title of the node, each of them represents a preset message that you can use in Stella Inbox. To view and edit the content of the preset message, you can click on the node, open the Node Inspector on the right and edit the Response.

Preset Chatbot Message
  1. In Stella, select Resources, then select Responses. In this page, you can also view the list of your Chatbot Messages by sorting out the corresponding tree.

Preset Chatbot Message

Send Chatbot Message

  1. In the Inbox Channel, hover over a message in the inbox channel, select "More actions" on the right, then select "More message shortcuts".

Send Chatbot Message - 1
  1. You can see a list of Message Shortcuts in the menu. Select Send Chatbot Message.

Send Chatbot Message - 2
  1. Click "Show" to view the dropdown list of Chatbot Messages.

Send Chatbot Message - 3
  1. Pick the Chatbot Message from the dropdown list. As you can see, the names of the preset messages is the same as the names of the tree nodes in step 2.

Send Chatbot Message - 4
  1. Select "Submit" to send the chatbot preset message.

Send Chatbot Message - 4
  1. Stella Inbox would notify you if the Chatbot Message has been successfully sent. The template message is displayed in the Inbox Channel, the "tick" means that this message is sent by Stella Inbox.

Send Chatbot Message - 5
  1. If you enabled member tagging in the tree node containing the Response, you can log in Stella, select Members and view the member tag.

Send Chatbot Message - 6
  1. Check and see if you can produce the expected outcome.

WhatsApp Message Template

WhatsApp Business API has a 24-hour Customer Care Window policy, if a user has been idled for at least 24 hours since the user's last message sent to an Business Account, this business account can no longer send messages to the user. Instead, WhatsApp allows the use of Templated Messages which can be sent beyond the 24-hour window. These reusable messages require manual approval and will be charged by WhatsApp.

In Stella Inbox, if you want to send a push message to a user who has been unresponsive for at least 24 hours, you can also Send WhatsApp Template.

You can learn more about WhatsApp Business API before starting this section.

What is Idled Time?

Thereofre, Stella Inbox includes the Idled Time at the start of the name of each inbox channel. An inbox channel with a new conversation should start with "24h", then Stella Inbox would count its Idled Time and edit the name of the inbox channel accordingly. The inbox channel would be auto-archived after two weeks.

Check Idled Time

When the 24-hour customer care window has passed and an agent sents a text message in the inbox channel, the following error message would be displayed.

Error Message

What is your Result?

The agent can reply the customer with a WhatsApp Template.

Sending Message Template (User View & Agent View)

If the user has been idled for over 24 hours, and its time in the inbox channel title has become "0h", the agent can still send a push message with WhatsApp Template.

Create WhatsApp Template-1

Create WhatsApp Template

WhatsApp Template has to be approved by WhatsApp before being sent to a user. Approved templates would be saved on Stella, you can reuse them in other conversations.

  1. Log in Stella, select Channel, then select your WhatsApp channel. Click Message Template, then Select "Create" to create a new template.

You can create and view your own templates in this panel. Green Light refers to approved templates and Red Light stands for rejected.

Create WhatsApp Template-1
  1. First, fill in Name, Category and Language. Then input content for the template. It is mandatory to fill in the Body. You can preview your result on the right.

Create WhatsApp Template-2
  1. Media and Text Header, Footer, Buttons like "Quick Reply" and "Call to Action" are optional to your template.

Create WhatsApp Template-3
  1. Using {{number}}, you can also create variables in the message template, which can be filled in before sending out. Once you complete the template, click Submit and the template would be reviewed by WhatsApp. You can view the status of approval in the panel.

Create WhatsApp Template-4

Send WhatsApp Template

  1. Hover over a message in the inbox channel, select "More actions" on the right, then select "More message shortcuts".

Send WhatsApp Template-1
  1. Select Send WhatsApp Template.

Send WhatsApp Template-2
  1. Select "Show" to show WhatsApp template messages.

Send WhatsApp Template-3
  1. Pick a template from the dropdown list.

Send WhatsApp Template-4
  1. You can see the preview of the WhatsApp Template. Then click "Submit".

Send WhatsApp Template-5
  1. If you choose a WhatsApp Template with variables, you need to fill in the required variables first, then click "Submit".

Send WhatsApp Template-6
  1. Stella Inbox would notify you if the WhatsApp Message has been successfully sent. The name and the content of the template message is displayed in the Inbox Channel.

Send WhatsApp Template-7
  1. Check and see if you can produce the expected outcome.

← 2.5: Add Member Tag
  • Preset Chatbot Message
    • What is your Result?
    • Create Chatbot Message
    • Send Chatbot Message
  • WhatsApp Message Template
    • What is Idled Time?
    • What is your Result?
    • Create WhatsApp Template
    • Send WhatsApp Template
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