This document is aimed at giving you an overview of the virtual assistant platform as a guide to the various feature offerings.
Legacy UI
The legacy Bot Builder has the left navigation menu which slides out on hover.
New UI
The new Bot builder has the elements categorized into main and sub-menu items. The main menu items are available in the top menu while in the corresponding left navigation panel you will find the menu items.
Tasks
| Feature/ Functionality |
Legacy UI | New UI (v9.0) |
|---|---|---|
| Storyboard | Storyboard | Build -> Conversation Skills -> Storyboard |
| Small Talk | Bot Tasks -> Small Talk | Build -> Conversation Skills -> Small Talk |
| Dialog Tasks | Bot Tasks -> Dialog Tasks | Build -> Conversation Skills -> Dialog Tasks |
| Alert Tasks | Bot Tasks -> Alert Tasks | Build -> Conversation Skills -> Alert Tasks |
| Information Tasks | Bot Tasks -> Information Tasks | Deprecated |
| Action Tasks | Bot Tasks -> Action Tasks | Deprecated |
| Knowledge Graph | Bot Tasks -> Knowledge Graph | Build -> Conversation Skills -> Knowledge Graph |
| Forms | Bot Tasks -> Digital Forms | Build -> Digital Skills -> Digital Forms |
| Widget & Panels | Bot Tasks -> Digital Views | Build -> Digital Skills -> Digital Views |
Natural Language
| Feature/ Functionality |
Legacy UI | New UI (v9.0) |
|---|---|---|
| Bot Synonyms (for Intent identification) |
An intent node within the Dialog Task -> NLP Properties | An intent node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Synonyms & Concepts | Build -> Natural Language -> Training -> Bot Synonyms | |
| Utterances (for Intent identification) |
An intent node within the Dialog Task -> NLP Properties | An intent node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Machine Learning Utterances | Build -> Natural Language -> Training -> Intents | |
| Patterns (for Intent identification) |
An intent node within the Dialog Task -> NLP Properties | An intent node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Patterns and Rules | Build -> Natural Language -> Training -> Intents | |
| Negative Patterns (enabling) |
Natural Language -> Training -> Advanced Settings | Build -> Natural Language -> Advanced Settings |
| Negative Patterns (for Intent identification) |
An intent node within the Dialog Task -> NLP Properties | An intent node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Negative Patterns | Build -> Natural Language -> Training -> Intents | |
| Rules (for Intent identification) |
An intent node within the Dialog Task -> NLP Properties | An intent node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Patterns and Rules | Build -> Natural Language -> Training -> Intents | |
| Synonyms (for Entity extraction) |
Entity node within the Dialog Task -> NLP Properties | Entity node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Synonyms & Concepts | Build -> Natural Language -> Training -> Entities | |
| Patterns (for Entity extraction) |
Entity node within the Dialog Task -> NLP Properties | Entity node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Patterns and Rules | Build -> Natural Language -> Training -> Entities | |
| Synonyms (for Field extraction) |
Entity node within the Dialog Task -> NLP Properties | Entity node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Synonyms & Concepts | Build -> Natural Language -> Training -> Fields | |
| Patterns (for Field extraction) |
Entity node within the Dialog Task -> NLP Properties | Entity node within the Dialog Task -> NLP Properties |
| Natural Language -> Training -> Patterns and Rules | Build -> Natural Language -> Training -> Fields | |
| Add Concepts | Natural Language -> Training -> Synonyms & Concepts | Build -> Natural Language -> Training |
| Add Traits | Natural Language -> Training -> Traits | Build -> Natural Language -> Training |
| Validate ML Model | Natural Language -> Training -> Machine Learning Utterances | Build -> Natural Language -> Training |
| Import/Export Utterances | Natural Language -> Training -> Machine Learning Utterances | Build -> Natural Language -> Training |
| Set Thresholds & Configurations for various NL engines |
Natural Language -> Training -> Thresholds & Configurations | Build -> Natural Language -> Thresholds & Configurations |
| Auto training for ML | Natural Language -> Training -> Advanced Settings | Build -> Natural Language -> Advanced Settings |
Intelligence & Settings
| Feature/ Functionality |
Legacy UI | New UI (v9.0) |
|---|---|---|
| Default Dialog | Natural Language -> Default Conversation | Build -> Intelligence -> Default Dialog |
| Configure Events (previously Event Handlers) |
Natural Language -> Default Conversation | Build -> Intelligence -> Events |
| Interruption Handling | Natural Language -> Intelligence | Build -> Intelligence -> Manage Interruptions |
| Multi Intent detection | Natural Language -> Intelligence | Build -> Intelligence -> Multi intent Detection |
| Amend entities | Natural Language -> Intelligence | Build -> Intelligence -> Amend Entity |
| Sentiment Management | Natural Language -> Intelligence | Build -> Intelligence -> Sentiment Management |
| Standard Responses | Natural Language -> Default Conversation | Build -> Intelligence-> Standard Responses |
| Ignore Words & Fields | Natural Language -> Intelligence | Build -> Intelligence -> Ignore Words & Fields |
| Bot Settings | Settings -> Config Settings | Build -> Configurations -> General Settings |
| Language enablement | Settings -> Config Settings | Build -> Configurations -> Languages |
| Data Redaction | Settings -> Config Settings | Build -> Configurations -> PII Settings |
| Auth Profiles | Settings -> Config Settings | Build -> Configurations -> Authorization Profiles |
| Manage Sessions | Settings -> Config Settings | Build -> Configurations -> Manage Sessions |
| Environment Variables | Settings -> Config Settings | Build -> Configurations -> Environment Variables |
| Content Variables | Settings -> Config Settings | Build -> Configurations -> Content Variables |
Testing
| Feature/ Functionality |
Legacy UI | New UI (v9.0) |
|---|---|---|
| Utterance Testing | Testing -> Utterance Testing | Build -> Testing -> Utterance Testing |
| Batch Testing | Testing -> Batch Testing | Build -> Testing -> Batch Testing |
Metrics
| Feature/ Functionality |
Legacy UI | New UI (v9.0) |
|---|---|---|
| Usage Metrics | Dashboard -> Usage Metrics | Analyze -> Usage Metrics |
| Custom Dashboards | Dashboard -> Custom Dashboards | Analyze -> Custom Dashboards |
| Containment Metrics | Dashboard -> Containment Metrics | Analyze -> Containment Metrics |
| NLP Metrics (previously Metrics) |
Analyze -> Metrics | Analyze -> NLP Metrics |
| Conversation Flows | Analyze -> Conversation Flows | Analyze -> Conversation Flows |
Miscellaneous
| Feature/ Functionality |
Legacy UI | New UI (v9.0) |
|---|---|---|
| Channel Enablement | Channels | Deploy -> Channels |
| Agent Transfer | API Extensions -> Agent Transfer | Deploy -> Integrations -> Agent Transfer |
| Bot Kit | API Extensions -> BotKit SDK | Deploy -> Integrations -> BotKit |
| Web/Mobile SDK | API Extensions -> Web/Mobile SDK | Deploy -> Integrations -> Web/Mobile SDK |
| Apps | API Extensions -> Apps | Deploy -> Integrations -> Apps |
| API Scopes | API Extensions -> API Scopes | Deploy -> Integrations -> API Scopes |
| Publish Bot | Publish | Deploy -> Bot Management -> Publish |
| Versioning | Settings -> Bot Management | Deploy -> Bot Management -> Bot Versions |
| Import/Export Bot | Settings -> Bot Management | Deploy -> Bot Management -> Import & Export |
| Delete Bot | Settings -> Bot Management | Deploy -> Bot Management -> Delete Bot |
| Team Collaboration (previously Invite Developer) |
Settings -> Bot Management | Manage -> Team |
| Plan details | NA | Manage -> Plan & Usage |
| Invoices | NA | Manage -> Invoices |
Universal Bot
These are the features specific to Universal Bots, for other features refer to the above sections.
| Feature/ Functionality |
Legacy UI | New UI (v9.0) |
|---|---|---|
| Linked Bot | Bot Tasks -> Linked Bot | Build -> Conversational Skills -> Linked Bot |
| Widgets & Panels | NA | Build -> Digital Skills -> Digital Views |
| Linked Bot Training | Natural Language -> Training | Build -> Natural Language -> Linked Bot Training |