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›Basic WhatsApp Chatbot Setup

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 Public/Private Reply

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
  • 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

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

Stella Partner Portal Setup

  • Overview
  • 1.1: Partner Portal Setup
  • 1.2: New Customer Onboarding
  • 1.3: WABA Setup

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

FAQ Chatbot Setup

  • Overview
  • 1.1: Exact Keyword Match
  • 2.1: Exact Keyword Match & Diversion
  • 3.1: Keyword Groups Match & Diversion
  • 4.1: Redirect to Existing Chatbot Tree
  • 4.2: Data Analytics for FAQ Chatbot
  • 4.3: NLP for FAQ Chatbot
  • 5.1: 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: Apply Facebook SDK to Shopify
  • 2.2: Setup Facebook Messenger Chatbot for Shopify
  • 2.3: Setup WhatsApp Chatbot for Shopify
  • 2.4: WhatsApp Customer Care Notification for Shopify

Connect to Datasource

Now you have your first WhatsApp chatbot working properly and people can make a booking on your bot, but how to check the booking record?

In this section, we are going to teach you how to save user's data into Datasource so you can have a copy of the record.


What is your Result?

Check booking record in Datasource
PropertyDescription
Successful Result
You should also be able to check booking record in Datasource on Stella.

You may also right click Save As to download a sample result tree here to cross check with your chatbot!


Getting Hands-on

Save Name

  1. To save the user input, we must perform the action in the node of the following level. For example, if we want to save the user's name, we have to save it in the node of "Ask email address" because the bot can only receive the user's name input at the node comes after.

  2. Click on "Ask email address" node, and click "+ New Action" under Pre-actions.

Add pre-actions
  1. Click "+ New Action" to create a new action to save down user's name.
Save name
  1. You can save that in user's tempData and categorize it under name of booking.

Example code:

return new Promise((resolve, reject) => {
  this.lodash.set(this.member, "botMeta.tempData.booking.name", this.messageEvent.data.text)
  resolve({
    member: this.member,
  })
})
  1. Save the action and save the node.
Created save name action

Save Email Address

  1. Similarly, goes to "Booking confirmation" node, and click "+ New Action" under Pre-actions.

  2. Click "+ New Action" to create a new action to save down user's email address.

Save email address
  1. You can save that in user's tempData and categorize it under email of booking.

Example code:

return new Promise((resolve, reject) => {
  this.lodash.set(this.member, "botMeta.tempData.booking.email", this.messageEvent.data.text)
  resolve({
    member: this.member,
  })
})
  1. Save the action and save the node.
Created save email action

Create Datasource

  1. Now goes to Datasource at the top blue menu.

  2. Click "+ New Datasource" to create a mini database to store your booking confirmation.

Datasource
  1. Name your Datasource: Booking Confirmation and click "+ Create" to save it.
Name your Datasource
  1. You have created your Datasource now. You can see it on the Datasource list and click "View" to see the Datasource details.
Datasource list
  1. You can see that there is no data now for your Datasource but don't worry, we will add the booking record in this database later. Now copy the Data Source ID in your notes and save it for later use.
Datasource details

Save Record in Datasource

  1. Now you can go back to your workspace and goes to "Booking confirmation" node. Click "+ New Action" under Post-actions.
Add post-action
  1. Click "+ New Action". You can now retrieve the user's tempData and save it back in the Datasource.
Save record into Datasource

Example code:

return new Promise(async (resolve, reject) => {
  try {
    await this.upsertDataToDataSource({
      dataSourceId: "YOUR_DATASOURCE_ID",
      data: {
        "Name": this.lodash.get(this.member, "botMeta.tempData.booking.name"),
        "Email": this.lodash.get(this.member, "botMeta.tempData.booking.email"),
      }
    })
  } catch (e) {
    console.log("cannot run upsertDataToDataSource, ", e.message)
  }
  resolve({
    member: this.member
  })
})

Remarks:

  • Remember to input the copied Data Source ID in the script.
  • The pairs inside data represents the column head ("Name") and the value (this.member.botMeta.tempData.booking.name) filled in the field per record entry.
  1. Save the action and save the node.
Created save record action
  1. Try to make a booking on your WhatsApp chatbot now and check if you can get a successful result 🎉
← 2.4: Build Child Nodes3.1: Create Priority Group →
  • What is your Result?
  • Getting Hands-on
    • Save Name
    • Save Email Address
    • Create Datasource
    • Save Record in Datasource
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