Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Customer password - customer_Pas$w0rd

Live agent username - koji.agent@gmail.com

Live agent password - agent_ Pas$w0rd

JSDM project name - Certification

...

The authentication is carried out successfully, the bot accepts and processes your initial input.

Setup scenarios

Customizing the bot

  1. As a JiraAdmin go to Projects > Certification > Koji backoffice.

  2. In Koji backoffice, go to Koji settings > Global settings.

Bot name

...

Press Edit button

Provide a bot name i.e. My Bot. Save changes

Refresh the page. Open the chat. New bot name appeared

...

Go back to Koji settings. Try

...

Refresh the chat. Default name Koji appears.

Info

Note that only bot name will be changed, that only affect bot messages texts, application/connector name will now be affected.

Bot avatar

Upload the valid image file with bot avatar following the instructions below

...

Refresh the chat. New bot avatar will be in use.

Remove the image you uploaded from File manager.

Refresh the chat. The default Koji avatar will be used.

Info

Note that these changes only affects bot avatar in JSM portal, application logo or bot connector avatar will not be affected.

Welcome message

...

Press Edit button

Provide a message. Save changes.

Refresh the page. Open the chat. New message will appears.

Go back to Koji settings. Try the following option:

...

Refresh the page. Open the chat. Default welcome message appears.

Info

Note that these changes only affects welcome message in JSM portal, application initial message will not be affected.

Conversation scenarios: interactions

...

The bot will send the message that conversation is finished and provide options in order to start a new one.

Live agent support

No operators available

Steps

  1. As a user, go to the chat.

  1. Start a new conversation.

  1. Type

talk to operator.

Expected result

The bot replies that no operators are available and that you can create a request.

Transfer to an agent

Prerequisites

  1. As a JiraAdmin go to Projects > Certification > Koji backoffice.

  2. In Koji backoffice, go to Koji settings > Live agent.

  3. Enable the Enable the live chat so your customers can interact with live agents. parameter:

  4. In Koji backoffice, go to Configuration > Tenants > Tenant role setup.

  5. Set role Live agent to your customer.

...

Steps: agent preparation

  1. As a user, go to the chat.

  2. If authentication is not passed yet, provide the credentials.

  3. Start a new conversation.

  4. Type #on.

Expected result

The bot will send a message about ‘on duty’ status.

Steps: transfer to an agent from user side

  1. As non-agent user go to chat (may use portal chat or chat component inside Koji backoffice).

  2. Start a new conversation.

  3. Type transfer to an agent.

Expected result

  • The bot will send a message that agent will take this conversation and got a summary.

  • If user send a message, this message will also be sent to a live agent.

  • If agent send a message, user will see it on user’s side with agent’s name.

Steps: transfer to an agent from agent side

  1. As an agent go to chat.

  2. Prepare yourself as ‘on duty’ as it is described above.

  3. Wait for a user who ask talking to a live agent

Expected result

  • The bot will send the username and conversation summary.

  • If user send a message, this message will also be sent to a live agent.

  • If agent send a message, user will see it on user’s side.

Steps: closing the conversation

  1. From any side (agent or non-agent user) in a chat type #exit.

Expected result

  • The bot will send a message to both sides that conversation is finished.