Getting Started

Introduction

Welcome to the xBot Getting Started guide! This guide will help you through the initial setup process to get your xBot instance up and running. The following steps are designed to ensure that your xBot is properly configured and ready to handle customer interactions efficiently.

Before diving into the setup process, make sure you have completed the necessary preparations and configurations.

Prerequisites

Before you begin setting up your xBot, ensure that you have completed the necessary preparations specific to the communication channels you plan to integrate. Here’s what you need to prepare:

1. Contact A4B xBot Team:

   • Request a user account for the xBot Portal from the A4B xBot Team. This account is essential for accessing the portal and performing the necessary configurations.

2. Prepare Channel-Specific Credentials and Information:

   Depending on the channels you plan to integrate, gather the necessary credentials and setup information. Below are the requirements for each channel:

   • Zalo OA: Ensure you have access to the Zalo Official Account with the necessary API tokens and permissions.

   • Facebook: Prepare the Facebook Page credentials and necessary API access tokens to integrate with xBot.

   • Teams: Have the Microsoft Teams credentials and the necessary permissions ready for integrating with xBot.

   • WebChat: Prepare the WebChat widget code and configuration settings for embedding xBot into your web platform.

   • Email: Ensure you have an active email account (e.g., Microsoft 365) and the SMTP server details (server, port, username, password) required for email integration.

3. Familiarize with xBot Portal:

   • Spend some time navigating through the xBot Portal to get comfortable with the interface. This will help you follow the steps more easily.

Steps to setup xBot

Step 1: Access Your Admin Account

1. Login to xBot Admin Portal:

   • Use the credentials provided by the A4B xBot Team to log into the xBot Admin Portal.

   • Once logged in, you’ll be greeted by the dashboard where you can manage and configure your xBot settings.

2. Navigate to Admin Settings:

   • From the dashboard, locate and click on the "Admin" section. This is where you will begin the initial setup process.

Step 2: Configure Your AI Agent

• Admin needs to equip the AI agent with the necessary knowledge to answer customer inquiries. This step involves configuring the AI with the required information to ensure it can meet customer needs.

1. Create a New AI Agent:

   • Go to the "AI Agent" section within the Admin settings.

   • Click on "Create New Agent" to begin setting up your AI Agent.

   • Provide a meaningful name and description for your AI Agent to easily identify its purpose.

2. Enable Required Capabilities:

   • Depending on your use case, enable the appropriate capabilities for your AI Agent. For example, if you’re integrating with an Email channel, ensure that the email handling capability is enabled.

3. Save the AI Agent Configuration:

   • After configuring the necessary settings, click "Save" to store your AI Agent configuration.

Step 3: Configure Your AI Bot

1. Create a New AI Bot:

   • Navigate to the "AI Bot" section and select "Create New Bot."

   • Assign the AI Agent you created in the previous step to this new AI Bot.

2. Set Up Bot Functions:

   • Define the functions that your AI Bot will perform. This could include setting up response templates, defining automation rules, and configuring the bot to handle specific types of inquiries.

3. Integrate Communication Channels (Detailed in Next Section):

   • While configuring the AI Bot, you’ll need to select the communication channel(s) it will handle. This includes Email, Social Media, WebChat, etc.

   • For now, configure the AI Bot with basic settings. We’ll delve into detailed channel configuration in a separate section.

4. Save the AI Bot Configuration:

   • Click "Save" to finalize your AI Bot setup.

Step 4: Configure Your Group

• Channel Bot: Set up the support channel (channel bot) to define where the AI bot will operate.

• Manager: Assign a manager for this group.

• Agent: Select support agents who will directly respond to or handle customer conversations.

• AI Bot: Choose an AI bot from the configured AI bots to support customers.

• AI Pre: Set up a pre-check AI (AI pre) to examine customer questions for negative content and refuse to answer if necessary.

• AI Post: Set up a post-check AI (AI post) to monitor and log responses as needed.

• Dispatch Rule: Establish dispatch rules to determine which conversations will be routed to the AI or to human agents for support.

1. Create a New Group:

   • Navigate to the "Groups" section in the Admin Portal.

   • Click "Create New Group" to start the group setup process.

2. Add AI Bots to the Group:

   • In the group settings, add the AI Bot you configured earlier. This will allow the group to manage interactions handled by the AI Bot.

3. Set Up Dispatch Rules:

   • Define how messages will be routed within the group. You can set up dispatch rules based on criteria such as the type of inquiry, the communication channel, or customer segmentation.

4. Configure Channel Bot:

   • In the "Channel Bot" settings, select and configure the communication channels your AI Bot will manage. For now, add a placeholder or default channel, as detailed configurations will be covered separately.

5. Save Group Configuration:

   • Once you’ve set up the group and its associated bots, save the configuration to finalize your setup.

Next Steps

Now that you’ve completed the initial setup, your xBot instance is ready for basic operations. However, to fully leverage xBot’s capabilities, you should proceed to detailed channel configuration and advanced settings.

• Advanced Configuration:

  • Configure Specific Communication Channels (Link to the new page where channel-specific configurations will be detailed, including Email, Social Media, etc.)

• Testing and Going Live:

  • After completing your configurations, proceed to initial testing to ensure everything works as expected before going live.

Conclusion

You’ve successfully set up the foundational components of your xBot instance. By following these steps, you’ve ensured that your AI Agent, AI Bot, and Group configurations are properly aligned to handle customer interactions effectively.

For further customization or to explore advanced features, please refer to the xBot Documentation.