Improving the user experience of chatbots

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Description Advanced Configuration for Intelligent Virtual Assistants
Version as of 8.5
Application Platform
Capability/Industry Area Conversational Channels



Identifying weak points in your chatbot[edit]

To improve how an Intelligent Virtual Assistant (IVA) processes a conversation, ensure that you understand the weak points and situations during which the chatbot fails to respond to a user correctly. Follow the steps described below.

  1. Select the Enable model training check box, in the Text Analyzer section, on the Behavior tab of the channel configuration.
    Enable model training option
    "Enable model training" option
    Enabling this option ensures that the system collects all utterances for which the chatbot was not able to identify a topic (the subject matter) of the user input. When a topic is not identified for user input, the natural language processing (NLP) engine returns:
    • "No match"
    • "Multiple match" In such cases, the chatbot displays a system message to the user and automatically creates a training record for the unrecognized user input. A channel developer can later review all such training records so that the sample records help to improve the text analytics model and the efficiency of the chatbot responses.
  2. When you select a record on the Training data tab, you can assign a topic (subject matter) for the record and specify entities within the text of the record. You can use a contextual menu for this purpose by right-clicking on the highlighted text in the training record and selecting an existing entity or creating a new one.
    Training data tab
    Training data tab
  3. After you finish assigning a topic and specifying entities for a training record, you can mark the training record as reviewed. As a result, the system removes the training record from the list and adds the record to a queue that the system uses to rebuild the text analytics model. When at least one training record is in the build model queue, the system enables the Build Model menu item which is disabled by default.
  4. To rebuild the text analytics model, click the More icon, and then click Build Model.
    Build Model option
    Build Model option
    As an alternative, you can also manually create training records by clicking Add records.

Creating a dedicated process to handle the conversation flow[edit]

By designing and building IVAs, you expose your business processes (case types) in your application through social messaging communicators or a widget that is displayed on a company's external website. The conversational nature of chatbots you create requires the following general design steps:

  1. Create a dedicated parallel process for your case type for the conversational channel by creating a new instance of a channel for which you want to expose your business process. For example, you can create a Unified Messaging channel so that the system exposes your business process to users on the Apple Business Chat, Twitter, or Facebook Messenger social messaging platforms. For more information, see Pega Intelligent Virtual Assistant overview.
  2. After you create a channel, you can use the parallel process that the system generates with an explicit condition to ensure that the system uses the correct process during runtime.
  3. After you select the stage in your case type, the system displays a list of available channels from which you can create specific parallel processes:
    Channel specific parallel process
    Channel specific parallel process (Platform version up to 8.4)
    Starting from version 8.5 and onwards, this selection has moved to the stage menu:
    Channel specific parallel process (Platform version 8.5 and onwards)
    Channel specific parallel process (Platform version 8.5 and onwards)
  4. Select the check box for a channel, as shown in the figure above. As a result, the system generates a parallel process for the channel with the shown condition that the system uses during runtime.
    Generated start process condition
    Generated start process condition

Note: This feature lets the system keep the old process to handle the original flow and expose the conversational nature of the processing for the social messaging channels.

Specific flow for a social messaging channel in a Unified Messaging channel[edit]

The previous section described how to configure a dedicated process for different social messaging platforms supported by the Unified Messaging channel. When you need to add a specific flavor to the conversation that the system handles for a given social messaging platform, you can perform a more granular configuration.

For each social messaging platform that you want to support in your chatbot, you can create an additional parallel process and extend a condition by using the Native Social Channel field:

Native social channel
Dedicated process for social platform

You can create an additional parallel process and extend a condition using one of the values shown below:

  • abc - Apple Business Chat
  • facebook_pm - Facebook private message
  • facebook_comment - Facebook comment
  • facebook_post - Facebook public post
  • sms - SMS supported by Twilio
  • twitter_dm - Twitter direct message
  • twitter_status - public mention on Twitter
  • twilio-whatsapp - WhatsApp message
  • chat - web chatbot widget

Caution: Ensure that you properly define all of the conditions in the Unified Messaging channel so that a process exists for each social messaging platform that handles all incoming messages during runtime.