Register a Content chatbot
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Prerequisite
- Access to the Chatbot (CB001) menu.
Overview
The Content chatbot is responsible for building the chatbot conversation flow, allowing you to create, organize, and configure all messages that will be sent to the user.
In it, you define texts, menus, attachments, integrations with workflows, external calls, and other behaviors that make up the interaction. With an intuitive visual interface, you can structure complete conversations, connect messages, use variables to store information, and model dynamic, customized flows.
Content chatbots can be linked to a Router chatbot, which centralizes and makes these flows available in the Workspace, ensuring visual consistency and a unified experience for users.
See below how to configure a Content chatbot:
Register a Content chatbot
1. Access the Chatbot (CB001) menu.
2. Click Create.
3. Select the Content bot type and fill in the identifier and the name.
4. If necessary, change the chatbot owner.
5. Continue to start modeling the chatbot.
6. Drag the desired message type to the design area.
7. Configure each message by entering:
- Message name: identifies the message in modeling and appears as a visual title.
- Typing duration: defines how long the chatbot will display the “typing” effect before sending the message to the user.
- Specific fields for the selected message type:
Text
The Text message type allows you to send written content to the user and is ideal for welcome messages, instructions, guidance, and direct responses.
Specific settings:
- Message: free-text field to enter the content that will be sent to the user.
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Enable user input: allows the chatbot to wait for a written reply.
To use this input, a variable must have been previously registered. The user’s reply will be stored in this variable.
This message type is the most used for direct interactions and information capture.
Menu
The Menu type allows you to present options so that the user can choose a path during the conversation.
Specific settings:
- Allow choosing the option by typing its index: allows the user to select the option by typing only the corresponding number.
- Options: allows the user to drag options up or down to the correct order of the responses, without the need to redo connections in the flow.
The options displayed correspond to the messages that are connected to the Menu message in the sequence of the Content chatbot flow.
This message type facilitates navigation in branched flows and guides the user in a structured way.
Attachment
The Attachment type allows you to send or receive files during the interaction with the chatbot.
You can define the type of file to be accepted or sent. In the case of multiple files, each attachment must be configured in a separate message.
Specific settings:
- Send: allows you to add the type of attachment that the chatbot will send to the user.
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Receive: allows you to define the types of files that the user will be able to send to the chatbot.
Enter the variable that will be used to store the attachment received.
Supported attachment types: documents, images, spreadsheets, audio, videos, and compressed files.
Redirect
The Redirect message type allows transferring the conversation to another message that belongs to a different Content chatbot, as long as both are linked to the same Router chatbot.
Specific settings:
- Select integrated chatbot: allows choosing which Content chatbot will be used as the destination.
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Select message: defines exactly which message in that chatbot will be the new point where the conversation continues.
Messages that have been deleted from modeling are not displayed in this list.
This feature enables the creation of modular flows and reuse of conversation structures.
Workflow integration
The Workflow integration message allows you to configure a message of the SE Suite Application type.
Click Configuration to make the necessary adjustments in the application.
This message type allows the chatbot to start workflows.
The SE Suite Application resource is also available in the system activity data of the processes registered in the system.
Refer to the SoftExpert Process manual for more details on its configuration.
External integration
The External integration message allows you to configure calls to REST data sources, enabling communication with external APIs to query or send information.
Click Configuration to make the necessary adjustments in the integration.
It is recommended for scenarios in which the chatbot needs to integrate with external systems or obtain data in real time.
The REST data source integration feature is also available in SoftExpert Form. Refer to that component’s manual for more details on its configuration.
8. Connect the messages using the connectors displayed between them.
9. Click Publish to make the content available to the Router.
10. If you need to make adjustments after publishing, use the Enable editing option.
• Each time a new message is dragged into modeling, the flow is automatically saved by the system.
• Use the available shortcuts to facilitate modeling:
- Ctrl + Z: undo.
- Ctrl + Y: redo.
- Ctrl + C: copy.
- Ctrl + V: paste.
• It is possible to configure variables to store and reuse conversation data.
• If you wish, use the simulation option to view the flow before publishing.
• The Security option, located in the upper-right corner of the screen, allows you to change access permissions for the chatbot. Security is configured using permission profiles; see more details about what profiles are and how to configure them by clicking here.
Conclusion
The Content chatbot is the central element in building conversation flows in SoftExpert Suite.
With its intuitive interface and support for different message types, integrations, and variables, it allows you to create structured, intelligent interactions that fully meet the organization’s needs.
Once modeled and published, it can be linked to a Router chatbot and made available in the Workspace, ensuring a smooth and consistent experience for users.