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Home > HappyFox ChatBot > Connect to Knowledge Sources > Configuring Guides for chatbot visitors
Configuring Guides for chatbot visitors
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Guides are a curated collection of content built in a step-by-step manner to provide information, advice, or instruction to help users resolve their issues or to complete a task.

 

HappyFox Bot Builder helps you build and showcase your guides to end-users inside the widget. Adding guides in your bot allows users to not only troubleshoot an issue step by step on the conversational flow but also show up as a search result on AI Search. 

 

Build a Guide

To build a guide, follow these steps:

  • Click Content on the left pane tab
  • Under Content, choose Guide and click on Create a new guide

  • Give your guide a name under Guide Title. For example - A guide to reset your password
  • Add the relevant information in a step-by-step manner to make the content clearer. The first box on the screen would be the first step
  • Save and click on Add New Guide Step to add the next set of information

 

 

 

  • You can format your content and also add pictures to your Guide
  • Make sure your Guides are Published. Only then do they become available for selection in the bot action. 
  • You can also add relevant tags and keywords to your guide to enhance AI search results 

 

 

Add a Guide to your Chatbot

To configure an action to give user choices, follow the steps below - 

  • Open the bot builder and choose the bot you want to configure
  • To add guides in the Bot Builder, navigate to Bots on the left tab
  • Go to the required point on the chatbot flow where the guide needs to be added
  • Next, click on + and choose Show Guide action 

  • Choose a guide of your Choice

 

  • Save the action
  • Save & Publish the chatbot

 

Testing Your Chatbot 

Click on the button Test to open a new tab with your published bot. 


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