In the Article on how to rebrand your Virtual Assistant, we learned how to change the name and visual identity of your Virtual Assistant.

In addition, there are three other categories of options you can use to set up your assistant:

  1. The Virtual Assistant basic interaction settings

  2. The Virtual Assistant advanced interaction settings

  3. The Shortcuts


1. The Basic Interaction Settings

What the assistant says when welcoming the user

What the assistant says to welcome a user that has already interacted with it

What the assistant says when it doesn't find an answer

What the assistant says when the user reports an answer that they did not find satisfactory

2. The Advanced Interaction Settings

What the assistant says before introducing every answer

Overrides all answers: the assistant will only respond with this message to any query

What the assistant says after every answer

What the assistant says before suggesting relevant content if it doesn't find an exact answer

Overrides all suggestions: the assistant will only suggest this content if it doesn't find an exact answer.

What the assistant says after suggesting relevant content if it doesn't find an exact answer

What the assistant says when it doesn't find an answer and offers the user to leave their email to be contacted later regarding their issue

What the assistant says after the user leaves their email to be contacted later regarding their issue

3. The Shortcuts

The shortcuts are very useful widgets that let you display persistent links to various types of content.

Shortcuts are all composed of:

  • A logo - the image that will display in the Virtual Assistant

  • A Title - the name of the shortcut / the app

  • A description - must be short and action-oriented (three words, four max)

  • A target URL - external website or a URL of an Article or a Form

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