Hippo BOT Setup Guide

You can setup the Hippo BOT and it will automatically intract with the users according to the provided information. Here are the basic steps to create a BOT:

Go to the Chat section in side menu
Click on the BOT button

1. Create A Chatbot from scratch
2. Create A Chatbot from templates

Let’s Create a BOT from scratch here.

Click on the “Create A Chatbot from scratch” and you will be redirected to the BOT detail page.
Now enter the BOT name on top right side of the screen and click on the check tick to save the BOT name.

Now scroll to the “CONVERSATION FLOW” section and you can see the first question of the BOT by default.

Major components of the BOT

Bot icon -> This icon will be common for al the Bot through business level, whcih means that you can’t set different image at Bot level
Bot name -> This is only for the reference and you can identify the Bot funtionality with the name.
Bot Id -> A Unique id will be assigned for every Bot and this will be used while integate the Hippo SDKs and Widget.
Bot status -> This toggle button shows the status of the BOT either enable or disable
Label -> This is used at the question level and internally used while creating the BOT.
Question -> This message is visible to the users.
Response Type -> This is the nature of the question and output can be handled according to the response.
Fallback message -> If the output of the question is not as per the response type, this message will be show to the customer and wait for the expected input from the customer. If the next time customer enter the invalid response then BOT will be terminated followed by the last Bot question.
Bot Trigger Actions -> This action will triggered after the completion of the question.
Add Custom Question -> For adding the question in the BOT
Preview -> If you want to check how Bot will work. Please note the UI may differ from the actual UI.
Save and Publish -> For saving the Bot and publish it. You can control the active and inactive from the Bot status toggle button.

Response Type

Following are the response types available on the Hippo Bot

Type	Description
Email	Email is required from the customer
Name	Text value is required from the customer
Number	0-9 any input required from the customer
Phone Number	Phone number is required and counter code list visible to customer
Plain Text	Any text value required from the customer
URL	Ask for the URL from the customer
Button	Button option is visible to customer
Lead Form	Lead form is sent to customer for capturing the Name, Email and Phone number, and this value is added corresponding to the user
No response	No input required from the customer and next question will be sent by the Bot
Image	Upload the Image/Gif and it will sent to the customer
Multiselection	For asking for the multiple option from the customer, also maximum and minimum selection can we control while creating the question
Calculation	For calculate the simple formula with this option. Add the formula with the “Available labels” and output will be saved corresponding to the label
Embedded Video URL	For adding the video inside the Bot
Email Trigger	This option is send the email with the available label data
Address	If you want to get the latitude and longitude from the customer
Date	Bot will ask for the date from customer. You can control the future, past and All dates
Time	Bot will ask for the time
Date & Time	This option first ask for the date and then time from the customer
API Config	Bot will hit the API on the based upon the above labels
Attachment	Bot will ask for the attachment from the customer
Payment Plans	Bot will ask for the payment from the customer
Ticket Support	Bot ask the question from customer and then create a ticket on the Hippo platform
Assignment Card	For assign the chat to agent

BOT Example

Simple Bot Question
Click on the “ADD CUSTOM QUESTION” button for adding the option. Now question form will open. Enter the label, Question and choose the response type and then message for invalid response. After this click on the “save” button. The Bot question is saved.
Button Options
Choose the Button response type and then button form will be shown. Now add the first button title, which will be shown to the customer. You can add as many buttons in the same question. Recommonded options is not more then 10. After the last option add the blank button option before click on the save button.
Button Type:

Simple Button: Basic button without any action
Action Button: If you want to trigger a specific pre definded action then choose this option. Following are the action available

Action	Description
Assignment	Assign the chat with in the selected team
Continue Chat	Tiggered the next question
Open Link	Open a entered link on browser
Audio Call	Open the phone diler for make a call
Callback	Send the callback with the entered data to the app side. (Develop needs to handle the callback mentioned in the integration doc)

GoTo button: For restart the Bot or jump to a specific previous question. This option works after save and publish the bot.

After click on the save button, you can create the nested Bot flow, which mean you can split the flow. For example on first option choose the flow will be different and on the second button the flow of the bot will be different.
Click on the Button and add the nested Button options according the Bot flow.

Lead Form
Choose this response type and then 3 fixed option will be appears, you can also enable the skip option and based on this option customer can skip this question if enabled.
Multiselection
Similar to the Button this option works. only major difference is that customer can choose multiple choices in this question. And you can’t create the nested Bot in this response type.
Calculation
Based upon the above label you can create the formula. For sum example first we’ll ask the two values and then in the calculation type it will ask for the formulas. Note that only number labels should be visible.

Input fields label

Label

Calculation with formulas

calculation

Result show on Bot

result

Email Trigger
Similar to calculation You can send the entered data to through email to you as well to the customer is customer email exists.
API Config
Hippo Bot is capable to hit Get and Post APIs and use the response further inside the BOT. Lets take an example of GET API.

API

1 -> API request type. Either GET or POST
2 -> API complete URL
3 -> Headers if any required for hitting the API
4 -> API request parameters
5 -> API result stored in which key for further use.

Response can be map with the start from the $ sign.For exp API output is {
“statusCode”: 200,
“message”: “Successfully.”,
“data”: {
“status”: “123”
}
}
$.data.status will capture the 123 in “result variable”.

Note: Save button will locally save the changes. Data will be saved only after click on the “Save and publish button once all the changes done”

Edit Bot Option

If you want to edit the Bot question then click on the edit icon just right side of the label, the question form will be open. Change the question and the save it.
After made the changes you need to click on the save and publish button to update the Bot.

Edit option