deploy chatbots

When creating a chatbot, you design the logic of a chatbot. To then bring it to life so your users can interact with it, you must deploy it on one of the media, which include Web pages, Facebook Messenger, WhatsApp and Twilio phone numbers. A key advantage of SmartBot360 is that you can deploy the same bot to multiple media to meet the users on their favorite medium.

The easiest way to deploy a bot is to follow the prompts right after creating a bot. First, go to CHATBOTS page and load your bot. Then click on “Save&Deploy” button as shown below.

Then, follow the prompts to choose the medium you want as described below.

Note: You can also manage your deployments at a later stage. For that, first go the CHATBOTS page, then click on “Manage deployments”, and then go to the medium you want (E.g., Messenger).

deploy to facEbook Messenger

Messenger can be tricky to work with, due to the several privacy and anti-spamming measures that Facebook takes to protect it users. SmartBot360’s goal is to shield you from all this complexity and provide a super-easy interface to deploy your bots on Messenger.

To deploy a bot on one of your Facebook Pages (you may not deploy a chatbot on your Facebook homepage, you must create a Facebook Page for that), follow these steps:

After you select “Deploy on Facebook” in the deployment wizard, click on the button to login to your Facebook account. Grant any requested permissions when prompted. Then, all your Facebook Pages will be displayed. Select the page where you want to deploy the bot.

Advanced Facebook Options

Enable Subscription Messaging: If you want to use the SmartBot360’s scheduling features on your Facebook Page, you must request permission for Subscription Messaging for your Facebook Page from Facebook. This permission will allow the chatbots to initiate chats with your users. For that, go to your Page in facebook.com and do the following:

  1. Under settings on the Page go to Messenger Platform and scroll down to Advanced Messaging Features.

  2. Click on Subscription Messaging and fill out the form that will pop up. When done save draft.

  3. Click on submit for review (this can take up to five days).

  4. If you are denied this permission you must work with Facebook to submit a request that will meet all of their policies.

Starting January 15 2020, Facebook is changing their policy so only Pages registered via the News Page Index (NPI) are allowed to send subscription messages. See more details.

Option to use your own Facebook App: To deploy a bot on Messenger, you need to first create a Facebook App. SmartBot360 typically uses its own Facebook Apps to spare you this trouble. However, if you work on a dedicated SmartBot360 server, you have the option to use your own Facebook App. In that case, SmartBot360 will provide you with concrete instructions to setup your App and submit it for Facebook review.

deploy to phone number (sms)

SmartBot360 can easily deploy a bot on a Twilio phone number. Hence, you must first create a Twilio account. Then, fill the fields, which come from your Twilio account, based on the displayed instructions when you click on the “Instructions” button, as shown below.

Deploy to whatsapp

The instructions are identical to deploying on SMS. You need to first create a Whatsapp account in Twilio, and then input the Twilio tokens as in the case of SMS.

deploy to web page

To deploy a bot:

  1. In the “Save&Deploy” wizard, select “Deploy on Web”, and leave default options in Advanced Options prompt.

  2. An HTML snippet will be automatically generated, as shown below

  3. Copy it and paste it inside your HTML page, before </body>.

  4. You can customize the looks and functionality of the Web Bot, by modifying the values of the attributes in the HTML snippet.

Here are more details on Step 3 in the above list, if you use one of the popular Web site hosting tools.

Wix:

3a. Go to Settings, then click “Tracking & Analytics”

3b. Click + New Tool and select Custom

3c. Paste the snippet, and select the page to deploy the bot on as shown below. Make sure you select “Body - end” or else the bot may be deployed on all pages. For more information, also see instructions from Wix.

 
 

Squarespace:

3a. Go to the page where you want to add the chatbot.

3b. Click on + and select a Code object.

3c. Go to the Code object and paste the snippet as below:

 
 

WordPress:

There are many variants of Wordpress, so instructions to insert HTML snippets may vary. The easiest way is to use a plugin that allows inserting HTML snippets, such as https://wordpress.org/plugins/scripts-n-styles/. Other ways are also possible as described in https://www.godaddy.com/garage/3-ways-to-insert-javascript-into-wordpress-pages-or-posts/.

hashtags

Sometimes you may want to deploy more than one bot on the same medium. For example, in the below image, we deploy two bots on the same Facebook Page. If the user types #stop at any time (even during the execution of another bot), the stopWellness bot starts (which unsubscribes the user from all scheduled bots). Else, the default bot, wellnessBot, is active. There can only be one default bot per medium (e.g. per Facebook page), that is, only one bot with empty hashtag.

Hand-off from non-HIPAA media to Web bot

SMS, WhatsApp and Facebook Messenger are not HIPAA-compliant (click for more information). To facilitate HIPAA-compliant chats over SMS/WhatsApp/Messenger, the bot can start on these media and display a hyperlink which will hand-off to a Web bot, that is, when the user clicks on the link they will switch to a Web bot.

To achieve that, load the bot from the CHATBOTS page, then click “Save & Deploy”, select “Deploy to Web”, and in the “Web Bot Deployment Advanced Options“ screen select the medium you want the bot to initiate from (SMS, Messenger or Whatsapp) and follow the instructions.