Manage assistant
Assistant Dashboard
You can do the following:
- View analytics for your assistant.
- Configure additional settings or modify existing settings for your assistant.
- View a list of tasks.
- Add a task.
- Modify a task.
- Disable or remove a task.
- Simulate the assistant.
- Activate the assistant.
Assistant status
Status | Description |
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Active |
Assistant has been activated using either a test sender or a registered sender. In the active state, you can do the following.
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Inactive |
Assistant either has not been activated after it was created or has been deactivated. In the inactive state, you can do the following.
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Modify the settings
When the assistant is inactive, you can modify all the settings.
When the assistant is active, you can modify only some of the settings. The changes take effect when you save the settings.
Channel and sender
You can modify this section only if the assistant is inactive.
To test the assistant on your device
You do not need to make any changes to this section. The test number, which is provided for your account, is displayed.
To enable end users to access your assistant
Follow the instructions in the Configure the sender section.
Assistant purpose
Add the purpose of the assistant. The purpose helps align the assistant with your brand's objectives.
Complete the sentence You should be a helpful assistant for. You can do one of the following:
- Select a predefined purpose that is applicable to your business.
- Specify the business domain and describe what the end user can expect from the assistant.
Example:
e-commerce web shop.
e-commerce business, specialized in selling gym equipment.
healthcare clinic, specialized in adult primary care, lab testing, cardiology, and heart disease.
answering end user questions about assembling products and instructions for do-it-yourself products.
informing users on working and delivery hours and frequently asked questions for not-for-profit organization.
Message style
Add the tone and length of the messages that the assistant sends to the end user.
Tone of voice
Set the tone for the assistant's responses. Example: respectful, professional, casual, informative.
- Make sure that the tone is consistent with your brand identity.
- You can specify multiple options.
- Make sure that the options do not contradict one another. Example: Do not specify both formal and casual.
Message length
Specify the length of the assistant's responses. Choose one of the following:
- Short
- Medium
- Long
You can view examples of each length setting to identify the required length. To view the example, select a message length and select Regenerate example message.
Assistant name and brand (Optional)
Assistant name (optional)
Add a name for the assistant. The name helps end users recognize your assistant. Talking to an assistant that has a name also makes the communication more natural.
Brand name (optional)
Add the name of your company or your brand. Example: Infobip. The brand name helps establish the identity of your brand when end users interact with your chatbot. Adding the brand name also aligns with brand consistency across your support channels.
Activate the assistant
To test the assistant on your device and to launch the assistant for end users, you must activate the assistant.
For information about what you can or cannot do when the assistant is activated, refer to the Assistant status section.
Do the following:
You get a notification that the assistant is being created.
Deactivate the assistant
To make certain changes to the assistant, such as changing the sender, you must deactivate the assistant.
When you deactivate an assistant, it becomes inactive. For information about what you can or cannot do when the assistant is inactive, refer to the Assistant status section.
To deactivate the assistant, select Deactivate. In the confirmation screen, select Deactivate.
View analytics
You can view analytics for active assistants. The analytics are for a period of 30 days.
The analytics dashboard shows the following information.
- Engagements today: The number of users who interacted with your assistant today.
- New users: The number of users who interacted with your assistant for the first time.
- Returning users: The number of users who are active and have already interacted with your assistant within the last 30 days.
- Total sessions: The total number of sessions.
- Avg. sessions per user: The average number of sessions for each end user.
- Avg. interaction duration: The average duration of a session for each end user.