Activechat Manual
  • What is Activechat?
  • New? Start here
    • The basics
    • Set up your first project
    • Install the chat widget
    • Upload the knowledge
    • Explore the CRM
    • AI-assisted live chat
      • How to set context for AI hints
    • Live chat mobile app
    • Build your first automation
  • Conversational AI
    • For Customer Service Teams
    • For Product Managers
    • For Innovation Teams
    • For Marketers
    • For e-commerce
    • For developers
  • Help Guides
    • Setting up your team
    • Managing conversations
      • Customer attributes
      • User tags and segments
      • Searching for specific users
      • Agent tags (live chat groups and queues)
      • Triggering live chat sessions from the bot
      • Notifications with the TRIGGER block
    • Managing knowledge
      • Uploading business data
      • Question answering and live chat hints
      • Fine-tuning the large language model
    • Natural language automation
    • Building automations visually
      • Customizing your welcome message
      • Adding new skills
      • Navigating skills
      • Copying skills and blocks
      • Handling errors
    • Improving your virtual agent
    • Using live chat AI hints
    • Customizing automatic website page messages
    • Tracking website actions
    • Facebook Ads automation
      • How to set up a Facebook ads bot
      • How to use buttons and quick replies in a Facebook ads chatbot
    • Lead generation
    • Zapier integrations
    • Customizing your project
      • How to customize the chat widget
      • How to customize the Facebook chat widget
      • How to change bot settings
    • Pricing guide
  • Fundamentals
    • Terminology
      • Intents and entities
      • Contexts
      • Skills and events
        • Built-in system skills
          • /start
          • /default
          • /_default_fallback
          • /_start_live_chat
          • /_page_visit
          • /_error
      • Conversation elements
        • Messages
        • Buttons
        • Quick replies
        • Galleries / carousels
    • Messaging channels
      • Website chat widget
        • Installation
        • Customization
        • Voice input
      • Chat widget landing page
      • Facebook Messenger
        • Connect your page
        • 24 hour rule
        • Message tags
        • Persistent menu
      • Telegram
      • Email
      • Twilio SMS automation
    • Intents and bot skills
    • Conversation insights
    • Grow tools
      • Landing pages
      • Messenger links and QR codes
    • Broadcasting
  • Visual builder reference
    • Sending messages
      • TEXT
      • LISTEN
      • IMAGE
      • MEDIA
      • GALLERY
      • FILE
      • EMAIL
      • SMS
      • LEAD
    • Triggering events
      • SEND
      • CATCH
      • TRIGGER
      • LIVE CHAT
    • Manipulating data
      • DATA
      • ADD TAG
      • REMOVE TAG
      • JSON
      • STATUS
      • VALIDATION
    • Conditional logic
      • SWITCH
    • Timers and delays
      • TIMER
      • WAITFOR
      • WAITUNTIL
    • E-commerce blocks
      • CATEGORY
      • PRODUCT
      • VARIATIONS
      • SIMILAR
      • UPSELLS
      • CROSSSELS
      • Shopping carts
        • ADD TO CART
        • UPDATE CART
        • SHOW CART
        • CLEAR CART
        • CREATE ORDER
    • Natural Language
      • NLP
    • System attributes
    • System events
  • Integrations
    • Google services
      • Connect your Google account
      • Google Sheets
        • Searching and updating Google Sheets data
        • Building galleries with Google Sheets data
      • Google Calendar
        • Searching for events
        • Creating and updating events
    • Shopify
    • WooCommerce
    • Dialogflow
      • Building an agent
      • Using entities
      • Slot filling
      • Context management
      • E-commerce NLP
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  1. New? Start here

Build your first automation

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Last updated 3 years ago

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Let's suggest you run an , and many customers ask about your delivery options. Since the response is usually the same, you want to automate these requests.

To achieve this you'll need to create a new in the "Automations" menu and set up the action that will be triggered by this intent. Let's start with a simple text response.

Choose the "Uncategorized" folder in the intents tree and click the "New intent" button. Type in the intent name ("Delivery options" in this case) and hit enter. Now you can enter some phrases that your customers may use when inquiring about delivery options.

These phrases are called "utterances" in conversational AI, and building a list of these can be quite challenging when the amount of intents you want to automate grows. For "Delivery options" the phrases

  • Send back a simple response (a phrase or a link, as in the example above)

  • Trigger a live chat session with a human agent

For now, a simple response will do. Enter response text and click the "Save" button.

After a short training process, your virtual assistant will be able to respond to similar phrases automatically. Our built-in NLP (Natural Language Processing) engine will detect the right intent even if your customers use other similar phrases or mistype them. Please note that until the training is complete your intent will not be recognized yet. The training process usually takes under 5 minutes.

Activechat removes the guessing from your virtual assistant development process by analyzing actual requests sent by your customers and grouping these into topics that can easily be converted to new intents. Check the "" section for more details.

We'll dive deeper into the intent definition screen in the "" section of this manual. For now, just add some phrases from the example above, and set the Action that this intent should trigger. There are three kinds of actions that your virtual assistant can take for each specific intent:

Trigger a specific conversation in your virtual assistant (more on this later)

Once you get familiar with , you'll be able to build complex automations and improve your virtual assistant on an ongoing basis. More complex interaction scenarios can be built visually with our .

Conversation insights
NLP automation
skill
Intents and Bot skills
state-of-the-art chatbot builder
e-commerce store
intent
Setting up a NLP intent definition in Activechat
Example of Natural Language Understanding in the virtual assistant