Bot Builder Tools
Overview
In addition to the bot skills menu on the left of the builder, there is a top menu with options to:
- Create a test
- View (and/or restore) version history
- Test drive
- Save
The Basics:
Need help getting started? Check out these great resources:
- Bot builder View Options: How to navigate your chatbot builder
- Using Chatbot Templates: How to modify templates to fit your needs
- Managing Skills: How to Add, Edit, Connect, Copy, and Delete skills
- Personalize Your Bot Messaging: How to format your messaging
Create a Test
The first option in this menu is the Create a Test icon. To create an A/B test, you can select this “Create a Test” icon:
This will open the "new test modal", where you can create your B variant and define success criteria.
Visit our Creating a Bot Test support page for more information.
Version History
You can also view and restore previous versions of your chatbot.
In the Version History pop up, you can view the following:
- Version Number: A number that is assigned to the bot version. This helps you refer to and identify your chatbot versions.
- Modified Date: The last date that the chatbot version was edited.
- Modified By: The user who made the last edit to the bot.
Toward the right of each bot version, there is a menu icon. Click on this icon to preview or restore that bot version:
Preview Bot Version
If you select the Preview Bot option, you will see a preview of that version of your bot.
If you need to, in this view you can move nodes or double-click into a node to see its settings.
Note: If you make any edits here and then select to restore this bot version, your edits will not be saved. The system will restore the unedited version from the Version History.
Restore Bot Version
To restore a previous version of your bot, you can follow these simple steps:
- In the Bot Builder, select the Version History icon at the top-right portion of the screen:
- Select the menu icon (i.e., the three dots) associated with the bot version you want to restore
- Select “Restore”
Alternatively, you can access the bot preview mode for the version you want to restore and select the “Restore Flow” option at the top-right portion of the screen:
Note: If you have restored a previous version of your bot, in the Version History menu, that version will be highlighted in purple. This is helpful to quickly see which version of your bot is currently active:
Test Drive Bot
With the Test Drive Bot feature, you can test your bot directly from the Bot Builder page.
Benefits of using test drive:
- Test drive conversations will not appear in the chat inbox, distracting chat agents
- These conversations don't impact reporting
- Easier to test chatbots that have complex targeting settings
To test drive a chatbot, simply select the Test Drive Bot feature at the top-right portion of the Bot Builder:
This will then bring a popup window with the Test Drive Bot popup, where you can test your bot as if you were the web visitor responding to your bot’s prompts and flow:
Note: Remember to save your chatbot before test driving.
Save
Note: Enable your chatbots by placing them in PlayRunner.
