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Learn about SoftExpert Chatbot

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Welcome!

SoftExpert Chatbot is a feature that allows you to create virtual assistants capable of interacting with users, answering questions, performing actions, and automating tasks directly within the system. With simple modeling and no programming required, you can configure custom conversation flows, integrate the chatbot with workflows, forms, and system data, as well as make calls to external APIs.

The solution offers two main types of chatbots:

  • Content chatbot: responsible for creating the conversational flow;
  • Router chatbot: which groups and makes the content chatbots available on the system workspace.

Using SoftExpert Chatbot provides faster, standardized, and more efficient interactions, helping reduce support tickets and improve the user experience.

 

Want to learn more? Watch the video below for an overview of the component:

 

What are its features?

When accessing the component, the following menu is available:

Chatbot Menu that allows registering Router chatbots and registering and modeling Content chatbots.

 

Shall we begin?

By following the steps in the flow below, you will be able to configure and operate SoftExpert Chatbot successfully:

Chat icon, with a white background, that leads to the initial step, where the Router chatbot is created. Message icon, with a white background, that leads to the creation step, where the Content chatbot is created. Speech bubble icon with a plus sign, with a white background, that leads to the association step, where a chatbot is associated. Computer icon, with a white background, that leads to the final step, where the chatbot is made available in the system.

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