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›Basic Instagram Chatbot 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

Create a Global Node

Now you can see your first node in the workspace, how about on your testing chatbot? In this section, we will teach you to create another type of node: Global Node. Global node allows you to trigger the same node at any point of your conversation flow.

Once added to Channel, Global Node is often used as a "door" to kickstart a conversation. For example, we will trigger the global node with the Ice Breakers feature in Instagram messaging.

Without a Global Node, no one can ever kick-start your conversation tree.


What is your Result?

Ice Breakers
Welcome Message
PropertyDescription
Successful Result
You should also be able to trigger the first node on your testing chatbot in two ways: by clicking the Ice Breakers button.

Getting Hands-on

Enter your Bot Builder here.

Create a Global Node: Welcome

  1. Select "+" on right top corner of workspace.
  2. Select "+ Global Node".
Add Global Node
  1. Head to the "Node Inspector" and name your global node.

  2. Usually we would put Global at the end of the global node to identify it from the tree node with the same name.

Name Global Node

Create a Trigger

  1. Scroll down to "Trigger" and click "+ New Trigger".
Add trigger
  1. A new window of Trigger Builder will be opened. Click "+ New Trigger" to create your global trigger.

  2. You should now see the Basic mode. Under "Keywords / Payload", you should create a payload trigger since you want to create a button trigger.

  3. Under Payload, type "WELCOME" as the payload.

Click "+ New Trigger"
  1. Click "Save".

  2. Close the pop-up. Your trigger should be set up now under Trigger.

Click "+ New Trigger"

Toggle on Redirect

  1. Scroll down to "Redirect" and toggle it on (it will turn green).

  2. Select the tree and node you want to redirect your users to whenever they click on this global node and usually it's the tree and you are editing right now. So for tree, select "Instagram Flow"; for node, select your first node "Welcome Message".

Toggle on Redirect
Sometimes we could also redirect users from one tree to another tree. It is applicable when you have multiple trees in your channel.
  1. Click "Save" at the bottom to save the node.
Save the node

Add Global Node in Channel

  1. Now, head back to your testing channel created at 1.1.

  2. Click "Edit" to enter into the testing channel.

The testing channel
  1. On the left tab, click "Trees".

  2. Change the the "Core Version" to "2.1". Then, under Default, click "+ New Tree" to add your created trees in this channel.

Change core version & click + New Tree
  1. A new dropdown of tree selector will appear. It's time to add back your first tree and global node here.
Select your tree
  1. After you have selected the tree, a list of global nodes under this tree will appear. You should tick all global nodes that you want to allow user to activate (especially across trees). So you can just click "Select All".

  2. Click "Save" to save your settings.

Select all global nodes

Set Ice Breakers

  1. Now you have to add the Ice Breakers button. So head back to "Platform" on the left tab.

  2. Scroll down to Ice Breakers and click "Additional Question".

  3. Fill in the text content and then the payload. Please make sure the payload (i.e. WELCOME) matches with payload you have defined in the trigger of the global node.

  4. Click "Set Ice Breakers" to save your settings.

Set up Ice Breakers
  1. You can now check the messages on your testing chatbot. Check if you can get a successful result 🎉
← 1.3: Build the First Node1.5: Build Child Nodes →
  • What is your Result?
  • Getting Hands-on
    • Create a Global Node: Welcome
    • Create a Trigger
    • Toggle on Redirect
    • Add Global Node in Channel
    • Set Ice Breakers
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