Prerequisites

• Access to the menu SoftExpert Configuration > Configuration > System (CM006).
• Router chatbot registered and published.
• One or more Content chatbots linked to the Router.

Overview

Making the chatbot available in the Workspace allows users to access the Router chatbot from any screen in the system, ensuring immediate, centralized, and consistent interaction.

The Workspace acts as a single access point for chatbots, providing support, guidance, or automations according to the flows configured in the Content chatbots linked to the Router.

When the chatbot is enabled in the Workspace, the system displays the icon configured in the Router, allowing internal or external users to interact with the chatbot continuously and seamlessly.

See below how to make a chatbot available in the system:

Make the chatbot available in the system

1. Access the menu SoftExpert Configuration > Configuration > System (CM006).

2. Go to the Chatbot tab and enable the use of the chatbot in the Workspace by selecting the corresponding option.

3. In the Model field, select SoftExpert Chatbot.

4. In the Select integrated chatbot field, choose the Router chatbot that will be made available.

5. Define availability by choosing one of the options:

• All
• Internal only
• External only

6. Click the button to save the settings.

7. Reload the page. After reloading, the chatbot icon will be displayed in the Workspace according to:

• The image configured in the Router.
• The selected position (bottom, left, or right).

Conclusion

Making the Router chatbot available in the Workspace ensures that all authorized users have immediate access to the configured conversation flows, providing a centralized, unified, and continuous experience within the system.

With this configuration, the organization begins offering support, automations, and guidance directly in the user’s workspace, promoting efficiency, standardization, and ease of use.