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How to Connect the AI Support Agent (KnowBot) to a Chatbot Flow

Updated over 3 weeks ago

Summary

This guide explains how to integrate a KnowBot into your Chatbot flow. By doing this, you can route users through a guided chatbot experience before handing them off to a KnowBot for automated assistance. This setup ensures a seamless transition between structured chatbot flows and intelligent bot responses. Prerequisites: You must have at least one KnowBot created before proceeding.

Instructions

Setting Up a KnowBot in a Chatbot Flow

Follow these steps to connect your KnowBot to a chatbot flow:

  1. Access Chatbot Settings:

    • Navigate to Automations > Chatbots.

    • Click Create a new Chatbot or edit an existing Chatbot.

  2. Add an Assignment Node:

    • In the chatbot builder, find the Assign user operation in the left panel.

    • Drag and drop the Assign user node into the chatbot flow at the desired point.

  3. Select the KnowBot:

    • Click Edit on the Assign user node.

    • Open the dropdown to view available users.

    • Locate and select your KnowBot from the list.

    • Click Save to confirm your selection.

  4. Save and Deploy the Chatbot:

    • Make any additional modifications required for your chatbot flow.

    • Click Save to apply the changes.

How It Works

Once the chatbot is live, users will go through the predefined chatbot flow. When they reach the assigned section, the system will automatically transfer them to the KnowBot, which will take over the conversation and provide assistance. This integration helps automate support, improve response times, and enhance the user experience by seamlessly blending guided chatbot flows with AI-driven interactions.

Frequently Asked Questions (FAQs)

General Questions

  1. What is a KnowBot?
    → A KnowBot is an AI-powered bot designed to assist users by providing automated responses based on predefined knowledge and workflows.

  2. Why should I integrate a KnowBot into my Chatbot flow?
    → Integrating a KnowBot allows you to provide automated support within your chatbot flow, improving response times and reducing the workload on human agents.

Setup and Configuration

  1. Do I need to create a KnowBot before adding it to a chatbot?
    → Yes, you must have at least one KnowBot created before you can integrate it into your chatbot flow.

  2. Where can I find the KnowBot in the chatbot builder?
    → You can find your KnowBot under the Assign user dropdown when editing the chatbot flow.

  3. Can I assign multiple KnowBots within a single chatbot flow?
    → No, each Assign user node allows assigning only one KnowBot. However, you can add multiple nodes at different points in the flow if needed.

Functionality and Behavior

  1. What happens when the chatbot assigns a conversation to a KnowBot?
    → Once a user reaches the designated point in the chatbot flow, the conversation is transferred to the KnowBot, which will then engage with the user.

  2. Can a KnowBot transfer the chat back to a human agent?
    → Yes, depending on its configuration, a KnowBot can escalate the chat to a human agent if necessary.

  3. Will users know when they are interacting with a KnowBot?
    → Typically, Yes. You can configure the chatbot to introduce the KnowBot when handing over the conversation.

Troubleshooting

  1. Why can't I see my KnowBot in the Assign user dropdown?
    → Ensure that you have created a KnowBot and that it is properly configured. Try refreshing the chatbot builder to update the list.

  2. What should I do if my KnowBot is not responding in the chat flow?
    → Check the chatbot flow settings, ensure the KnowBot is correctly assigned, and verify that the KnowBot itself is active and functional.

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