Set Up StandardBot with Templates

The process of setting up StandardBot templates on your virtual agent provider's platform depends on whether you're starting a new virtual agent or if you want to modify an existing virtual agent to use the StandardBot approach.

Before You Begin

  1. Download the template for your virtual agent provider. Currently, templates are available for:

  2. Download and import the StandardBot script into Studio:

Start a New Virtual Agent from a StandardBot Template

  1. Import the StandardBot template for your virtual agent provider into your provider's platform. Follow the steps for your provider:

  2. For each behavior, configure intents and your virtual agent's responses. Use the examples in the template as models for each response you add.

  3. When you work on your Studio script, use the imported example script as a model:
    1. Identify the places in your script where requests for each behavior are made.
    2. Use the request examples in the example script as a model for creating requests in your own script.
  4. Test and make adjustments as needed.

Modify an Existing Virtual Agent with StandardBot

Work in a test environment if possible. Create backups of your virtual agent configurations in your provider's platform and in CXone Virtual Agent Hub. In Virtual Agent Hub, you can do this by cloning your configuration.

Ensure that you understand how your virtual agent provider platform handles importing virtual agent configurations. On some platforms, imports overwrite the existing virtual agent. Importing without understanding this could result in the loss of your existing virtual agent configurations.

  1. Download the StandardBot script and the virtual agent template for your provider.

  2. Import the StandardBot template for your virtual agent provider into your provider's platform. Follow the steps for your provider: 

  3. Identify the responses in your existing virtual agent that correspond to each behavior.
  4. Compare the existing response to the StandardBot response and identify the changes you need to make.
  5. Make the changes you identified.
  6. In your script, identify the places where requests for each behavior are made.
  7. Compare the existing requests to the StandardBot requests in the example script and identify the changes you need to make.
  8. Make the changes you identified.
  9. Test and make adjustments as needed.

Import StandardBot into Dialogflow CX

Google Dialogflow CX does not allow you to import a virtual agent. Instead, you must use the Restore function, which replaces an existing virtual agent configuration. Choose a virtual agent to overwrite that's different from the one you want to set up with StandardBot. This way you can work with them side by side. For example, you can create a new virtual agent and overwrite that.

To avoid losing data, you can create a new virtual agent to overwrite with the StandardBot template. If you don't want to do that, you can export a backup of the virtual agent before you overwrite it.

  1. Download the export of the StandardBot example for Dialogflow CX.
  2. Log in to your Google Cloud Project and navigate to Dialogflow CX.
  3. From the Agents drop-down at the top of the page, select View all agents.
  4. On the Agents page, click the three stacked dots icon of three vertical stacked dots next to the virtual agent you want to overwrite and select Restore from the menu.
  5. Under Select File Source, click Upload.
  6. On the Restore Agent window, click select file and choose the StandardBot file you downloaded.
  7. Click Open.
  8. Click Restore. When the file is done uploading, the virtual agent opens.

Import StandardBot into Dialogflow ES

Google Dialogflow ES supports two options for importing a virtual agent: 

  • Restore: Completely replaces the existing virtual agent configurations.
  • Import : Replaces all configurations except intents and entities. It leaves existing intents and entities alone and imports any that don't already exist.

To avoid losing data, you can create a new virtual agent to overwrite with the StandardBot template. The new virtual agent must be in a different region. Google Dialogflow ES only allows you to have one virtual agent per region. You could also export a backup of the virtual agent before you overwrite it. However, if you do this, you will have to create your virtual agent from scratch using the StandardBot import as the starting point.

  1. Download the export of the StandardBot example for Dialogflow ES.
  2. Log in to your Google Cloud Project and navigate to Dialogflow ES.
  3. Open the virtual agent you want to overwrite.
  4. Click the gear icon of a gear at the top of the menu on the left side of the page.
  5. Click the Export and Import tab.
  6. Click Import from ZIP. If you prefer to replace all existing configurations, click Restore from ZIP.
  7. Select the StandardBot ZIP file you downloaded and click Open. The file loads and replaces the configuration of the existing virtual agent.