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›Zendesk Live Chat Tree 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 Done Command

Once you have picked the ticket, a ticket chatroom will be created between you (agent) and the user. And you will be able to freely exchange conversations with the user within the private chatroom.

Upon the completion of a conversation, you could end the live chat ticket from the agent side by simply typing a done command in the ticket chatroom.

As this command is only applicable on Zendesk, you should create a new tree before proceeding.


What is your Result?

The agent ends the conversation by typing /done
  • Please remember to connect your Zendesk Channel on Stella before testing for the result.

Sample Tree Structure - Done Command

Zendesk Command Tree Structure for Done Command

Getting Hands-on

Click here to build your tree.

Create a Tree Node - Done Command

  1. Create a tree node and name it as "Zendesk End Live Chat".

  2. In the following section, you will create 3 actions. Please follow the steps of this procedure and put these actions under pre-action of this node with the exact ordering.

  3. Create the 1st pre-action with the following code. This is to end the live chat in inlet group:

return new Promise(async (resolve, reject) => {
  try {
    this.member = await this.inletEndLiveChat({
      channel: this.channel,
      member: this.member,
    })
    this.lodash.set(this.member, "group", null)
    resolve({
      member: this.member
    })
  } catch (e) {
    reject(e)
  }
})
  1. Create the 2nd pre-action to send the end live chat message to outlet with the following code (you may customize your message wiithin "text" in the "response" array):
return new Promise(async (resolve, reject) => {
  try {
    console.log("in Send End Live Chat Message to Zendesk")
    let assignments = await this.getAssignmentsByMemberId({
      memberId: this.member._id,
      sortBy: { _id: -1 },
    })
    console.log("assignments", assignments)
    let assignment = assignments[0]
    console.log("assignment", assignment)
    console.log("channelId", assignment.targets[0].channel)
    let result = await this.sendZendeskResponse({
      member: this.member,
      channelId: assignment.targets[0].channel,
      threadId: assignment._id,
      response: {
        type: "TEXT",
        text: "WhatsApp live chat session ended"
      },
      allowChannelBack: false,
    })
    console.log("result", result)
    resolve()
  } catch (e) {
    reject(e)
  }
})
  1. Create the 3rd pre-action to remove any agenda with the following code:
return new Promise(async (resolve, reject) => {
  try {
    await this.deleteMemberAgenda({
      memberId: this.member._id,
    })
    resolve()
  } catch {
    reject(e)
  }
})
  1. Create a response to tell user in the inlet group that the live chat has ended.

Zendesk End live Chat Message

Create a Global Node - Zendesk End Live Chat Global

  1. Create a global node and then create a trigger with two conditions (for details on creating conditions, please click here) with the and operator:

Done Command Trigger for Zendesk

First condition - Type Zendesk Text:

this.messageEvent.type === "ZENDESK_TEXT"

Second condition - /done:

/(\/done)/i.test(this.messageEvent.data.text)
  1. Toggle Redirect to the tree node you have created for done command.

Redirect to Zendesk End Live Chat Tree Node
  1. Add this tree & this Global Node to your inlet Channel (i.e. WhatsApp Channel).

Add Zendesk Tree & Global node to Outlet Channel
  1. Check and see if you can produce the expected outcome.
← 1.1: Create Tree for Assignment2.2: Auto End Live Chat Function →
  • What is your Result?
  • Sample Tree Structure - Done Command
  • Getting Hands-on
    • Create a Tree Node - Done Command
    • Create a Global Node - Zendesk End Live Chat Global
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