Bots can ask many types of questions. Each question type has specific rules on the input that the user must give.
This guide will tell you everything there is to know to get started with the steps your bot can have. It will start with the simple(r) Step Types and handle the more advanced Step Types (Fold-out, auto-complete, slider, multiple images, Go-to, external chat, return)at the bottom. From top to bottom, you will find a quick explanation for the following step types:
Note:This article will mainly focus on the ‘Answer & Options’ part because the “Bot messages” and “Bot responses” are very similar from a step to another. To learn more about it, please read about the Step construction article.
Multiple choice questions allow you to present the user with predefined options. In the settings section, you can select the number of options you require the user to select. Add as many options as you’d like, using either text or images. If you have allowed for only 1 selection from the user, you can set a custom response for each option and set the step jump based on their input. For more information on jump logic, please refer to our guide here.
Answers and options:
The ‘Number of choices’ is the number of answers that have to be selected for this step to be completed. For example, if you have 4 possible answers to your question, and you type ‘2’ in ‘Number of choices’, the user can click a maximum of 2 answers to move to the next question:
You have the possibility to show the answers in a randomized order or apply a self-learning algorithm if you want the most selected option to be shown first:
You can make the Multiple choice question self-learning so that most given answers are presented at the top (you can, however, overrule answer options to show at a specific spot):
You can choose from 2 different display styles of the multiple-choice step:
- Those will look like:
The answer option is the actual text the user will see and click. Adding an answer option image will replace the default checkmark next to the answer and show a small image instead, like in the following example:
Bot responses: Here, you can select what step will come next for each answer option. That way, by adding different responses for an answer option, it will provide the bot from giving the same answer every time your user clicks this option.
Use this step to add an input to the conversation where the user will type their answer.
Answer suggestions:
Here, you can add suggestions that will help the user answer the question. These suggestions can be used to guide the user in providing a more accurate or relevant response. These suggestions can be tailored to the context of the conversation or the type of information you are seeking. You can also make them dynamic based on previous interactions or the specific needs of the conversation using the approach described here: How to populate the answer options dynamically.
Step settings:
Here, you can define the minimum and maximum number of characters that the user can type in the input. You may set a type suggestion to guide the user, like ‘Type here’. You can make the question mandatory or not by ticking off the ‘Answering is required option’.
Use this step to add an input to the conversation where the user will type their answer.
Answer suggestions:
Here, you can add suggestions that will help the user answer the question. These suggestions can be used to guide the user in providing a more accurate or relevant response. These suggestions can be tailored to the context of the conversation or the type of information you are seeking. You can also make them dynamic based on previous interactions or the specific needs of the conversation using the approach described here: How to populate the answer options dynamically.
Step settings:
Here, you can define the minimum and maximum number of characters that the user can type in the input. You may set a type suggestion to guide the user, like ‘Type here’. You can make the question mandatory or not by ticking off the ‘Answering is required option’.
In addition to the short text settings, it has a way to enable answer submission by pressing Enter:
A simple multiple-choice question. In the responses, enter the 2 choices you’d like to offer the user and where Quriobot should jump to based on their selection.
Answers and options:
There can be only 2 possible text answers of a maximum of 20 characters each.
Rating questions allow you to ask your customers to rank anything you can think of. Use the settings to pick a style and the number of choices you would like to offer (e.g., out of 5, 10, 100)
Answers and options:
Here you can choose the rating type (circles or stars) as well as the rating amount, which can go up to 10. Different jumps and responses can be set for every rating option.
The full name step will provide a text field for the user to input their full name. Quriobot will only accept names that are written in the correct format to help you avoid collecting bad data. Don’t forget to ask for permission to store personal data.
Answers and options:
Here you can set a type suggestion. That can be ‘Type here’ or ‘John Doe’ for instance.
Bot responses:
The ‘Invalid responses’ are the responses your bot will display in case the email format the user typed is not correct. That can be ‘Please check the email you entered is correct!’ for example.
The ‘Missing response’ is the text that will be displayed if someone presses enter while the input remains empty. It can be ‘Sorry, but we need your email address to proceed’ for example.
The answers collected will be used to extract the contact details attached to the responses, which are available via the contacts report.
The first name step will provide a text field for the user to input their first name. Quriobot will only accept names that are written in the correct format to help you avoid collecting bad data. Don’t forget to ask for permission to store personal data.
Answers and options:
Here you can set a type suggestion. That can be ‘Type here’ or ‘John’ for instance.
Bot responses:
The ‘Invalid responses’ are the responses your bot will display in case the email format the user typed is not correct. That can be ‘Please check the email you entered is correct!’ for example.
The ‘Missing response’ is the text that will be displayed if someone presses enter while the input remains empty. It can be ‘Sorry, but we need your email address to proceed’ for example.
The answers collected will be used to extract the contact details attached to the responses, which are available via the contacts report.
The last name step will provide a text field for the user to input their last name. Quriobot will only accept names that are written in the correct format to help you avoid collecting bad data. Don’t forget to ask for permission to store personal data.
Answers and options:
Here you can set a type suggestion. That can be ‘Type here’ or ‘Doe’ for instance.
Bot responses:
The ‘Invalid responses’ are the responses your bot will display in case the email format the user typed is not correct. That can be ‘Please check the email you entered is correct!’ for example.
The ‘Missing response’ is the text that will be displayed if someone presses enter while the input remains empty. It can be ‘Sorry, but we need your email address to proceed’ for example.
The answers collected will be used to extract the contact details attached to the responses, which are available via the contacts report.
The email question will provide a text field for the user to input their email address. Quriobot will only accept emails that are written in the correct format, to help you avoid collecting bad data. Don’t forget to ask for permission to store personal data.
Answers and options:
Here you can set a type suggestion. That can be ‘Type here’ or ‘me@example.com’ for instance.
Bot responses:
The ‘Invalid responses’ are the responses your bot will display in case the email format the user typed is not correct. That can be ‘Please check the email you entered is correct!’ for example.
The ‘Missing response’ is the text that will be displayed if someone presses enter while the input remains empty. It can be ‘Sorry, but we need your email address to proceed’ for example.
The answers collected will be used to extract the contact details attached to the responses, which are available via the contacts report.
This question is, of course, used to collect customer phone numbers. You can input rules on the minimum and maximum length of the number. Quriobot will not accept any letters to ensure good data. Don’t forget to ask for permission to store personal data.
Answers and options:
Here you can set a type suggestion. That can be ‘Type here’ or ‘+1234567890’ for example.
The ‘Missing response’ is the text that will be displayed if someone presses enter while the input remains empty. It can be ‘Sorry, but we require your phone number to proceed’ for example.
The answers collected will be used to extract the contact details attached to the responses, which are available via the contacts report.
This step is powered by Google, making it easy for your users to quickly find their location.
Bot messages: Type the message(s) that your bot will display! This is not mandatory, click the trash on the right to delete the text input.
Answers and options: Here you can set whether people can search for a City, an establishment (Business, organization, or public institution), a region, a geocode or a street address.
You may also set a type suggestion that will match the type of answer you are asking for.
You can also choose to filter proposed locations by countries and cities:
The ‘Missing response’ is the text that will be displayed if someone presses enter while the input remains empty. It can be ‘Type the city you live in to continue’ for example.
Use this step to know about your user’s birthday and age. Don’t forget to ask for permission to store personal data.
Answers and options:
For the birthday step, you can set the maximum and minimum age people can have, which will influence the year range where people can choose their date of birth. For example, If the minimum is 18 and the maximum 21, only the dates from 2000 to 1997 will be displayed by the bot. The output of this question will be the age (Integer) of the user.
Use this question to request a number, such as an order number or the number of times a customer has been to your shop.
Answers and options:
Here you can decide to have a minimum and maximum value, to show a thousand separator comma, to show a decimal point, and to add a prefix (e.g., €, #, $, %).
Use this step to make a pause in the conversation and make sure your user is ready before proceeding with something else. The conversation will continue when the user will have pressed the button.
Use this step to add a ‘Goodbye’ button that the user will click to end the conversation
Answers and options:
Here you can type what will appear on the end button the user will click at the end of the conversation.
Advanced Step Types
Autocomplete
The autocomplete question is a type of multiple choice. The user is given a text field with a pop-up list of options to select from. The list will narrow down to match any text that they input. You can set the response steps to set jump logic based on their selection.
You can adjust the fuzzy matching threshold in the advanced settings:
Slider
The slider allows the user to pick from a range using an animated wheel.
Answers & options:
The settings panel allows you to change the labels, limits, and steps.
Multiple choice images
A multiple-choice question type that uses images rather than text. Upload as many images as you like in the options panel, and then design your responses and jump logic.
Answers and options:
The ‘Number of choices’ is the number of answers that have to be selected for this step to be completed. For example, if you have 4 possible answers to your question, and you type ‘2’ in ‘Number of choices’, the user can click a maximum of 2 answers to move to the next question.
You have the possibility to show the answers in a randomized order or apply a self-learning algorithm if you want the most selected option to be shown first.
Fold-out
Use the fold-out to display an external page within the chat.
This is great for displaying YouTube videos, for example, but remember to always use the embed URL of the movie as it will then display it as full screen. With ‘?autoplay=1’ added to that URL, it will automatically start playing.
Answers and options:
You configure the URL to be shown
And Yes/No question type to be displayed alongside the fold out with a question to continue.
Note: The technique works as an iframe, so the external page should allow that.
GoTo Message
This Step Type can be used when you want to add a few lines of filler text, which can be helpful to keep your dialogue feeling natural. It can also be used purely for jump logic purposes without displaying chat texts.
Return
This question type gives the bots memory and allows users to exit the chat and pick up where they left off on their return (requires these settings to be turned on Bot Settings > Behavior)
The image autocomplete question is a type of multiple choice. The user is given a tile list of the images with the text and subtext with the search field. The list will narrow down to match any text that they input. You can set the response steps to set jump logic based on their selection.
You can adjust the fuzzy matching threshold in the advanced settings:
Knowledge base search type allows your users to search within the pre-set knowledge base and optionally its section(s).
This covers the use-case where you’d put the bot in a front line of your support pipeline so that the bot serves repetitive questions automatically. Human interaction will only be needed if the users cannot find an answer in the knowledge base, which is continuously updated.
Settings:
Knowledge base (required)
Knowledge section(s) (optional)
On the user-side, the step will show the list of the articles from the selected knowledge base and section(s) which fall under the entered search:
Users can click on the articles in the list, and they will be opened in the new browser tab.
The last selected article is stored as a step answer, so that when communicating with the user, you know which article was checked.
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