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Introduction
This transcript provides a detailed explanation of how to create and manage bot fields within a chatbot platform.
It emphasizes the distinction between user fields and bot fields, illustrating their purposes and functionalities. The guidance is aimed at users seeking to customize their chatbot's data management to enhance personalization and consistency across interactions.
Key Concepts and Procedures
Understanding User Fields vs. Bot Fields
Feature | User Fields | Bot Fields |
|---|---|---|
Scope | Specific to individual users | Apply universally across the chatbot |
Purpose | Store user-specific data (e.g., name, preferences) | Store data relevant to the chatbot's overall operation (e.g., business info) |
Example | User's email, location | Business name, support hours |
User fields are personalized data points tied to a single user, enabling tailored interactions.
Bot fields are global variables accessible throughout the chatbot, ensuring consistent information display.
Creating a Bot Field
Access the Bot Field Creation Panel
Click "New Bot Field" button.
Define the Bot Field
Enter a name (e.g., business name).
Select the type of field (text, number, date, etc.).
Optionally, add a description for clarity.
Assign the Field
Choose a folder if organizing multiple fields.
Set the Value
Input a direct value or leave it blank for dynamic assignment.
Save the Bot Field
Click "Save" to finalize creation.
Once saved, the new bot field (e.g., business name) appears in the system, ready for use across the chatbot.
Managing Bot Fields
Editing: Modify the name, type, description, or value.
Organizing: Use folders to categorize fields for easier management.
Applying: Use bot fields in dialogues, responses, or logic to ensure consistent information.
Summary
In summary, bot fields are essential for maintaining consistent, global data within a chatbot, while user fields personalize interactions at the individual level. The process of creating a bot field involves defining its name, type, description, and value, then saving it for use throughout the chatbot's environment. Proper management of these fields enhances both user experience and operational efficiency, making chatbots more dynamic and reliable.