Setting up chatbots for your line of business

In addition to the default chatbot, BMC Helix Chatbot enables the administrators and application business analysts to set up specialized chatbots in an organization. This capability enables you to create specialized chatbots for each individual team or department, and train these chatbots so that they are experts in specific areas without any risk of overlapping. You can create a single or multiple specialized chatbots in a BMC Helix Platform environment.

For example, you can create an HR Requests chatbot that addresses HR queries only and an IT Helpdesk chatbot that addresses IT queries only. These specialized chatbots help to ensure that the employee queries are quickly addressed.

Before you begin

Ensure that you have subscribed to the appropriate service license to configure the chatbot.

Ensure that you have performed the following tasks in the specified products:

Product	Task
BMC Helix Innovation Studio	Created and deployed applications for which you want to set up the chatbot.
IBM Watson Assistant	(Version 20.08.01 and later) If you have subscribed to IBM Watson Assistant Plus or IBM Watson Assistant Premium plan, as an administrator, provide skill-level permissions to your users. For more information, see To provide skill-level permissions in IBM Watson Assistant service for chatbot .
	You have the Identity and Access Management (IAM) API key of the IBM Watson Assistant instance in which you have created the chatbot Skills. You can get the IAM API Key by logging in to IBM Cloud. Copy the IAM API Key from this screen
	You have the IBM Watson Assistant Skill ID of the reference Skills that is provided with BMC Helix Chatbot or custom IBM Watson Assistant that you want to use. You can get the Skill ID by logging in to the IBM Watson tool and selecting the appropriate skill. Copy the Skill ID from this screen
(If you want to use custom or localized Skills) IBM Watson Assistant	The Skills was created in the IBM Watson Assistant tool. The chat actions for BMC Helix Business Workflows and BMC Helix Digital Workplace Advanced are configured in the BMC Helix Chatbot dialog. For localization, the chat actions must be configured for each skill defined for a locale. For JSON example actions, see Example JSON of BMC Chatbot dialog responses.
(If you want to use real-time translation to localize chatbot conversations) BMC Helix Innovation Studio	Enable real-time translation for chatbots. For more information, see Enabling a real-time translation provider for chatbots.
(To use disambiguation) IBM Watson Assistant	By default, disambiguation is always enabled. To learn how to edit the disambiguation configuration, see Disambiguation example in IBM documentation.

Process for setting up chatbots for your line of business

The following image gives an overview of the tasks involved in setting up chatbots:

To create a chatbot

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application for which you want to create a chatbot. You can select the application based on access level for users:
- To provide access to all users, create a chatbot in the BMC Chatbot application.
- To provide access to a specific group of users, create a chatbot in the application that only the user group has access to.
On the Chatbots tab, click New and enter a unique name for the chatbot.
For example, IT Helpdesk.
Click Save.

The newly-created chatbot is displayed in the Chatbots tab, as shown in the following image:

To configure the Skill ID for a chatbot

In BMC Helix Chatbot, you must provide the Skill ID, so that the BMC Helix Cognitive Automation can connect to your IBM Watson Assistant skill. Additionally, if you want to use localization you must provide the Skill ID of IBM Watson Assistant skill for each locale.

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application for which you created a chatbot.
From the Chatbots tab, select the newly created chatbot.

In the Chatbot Skills tab, fill out the following fields:

UI field	Description
API Key tab	Enter the Identity and Access Management (IAM) API key of your IBM Watson Assistant service that you noted down earlier.
Workspace ID	Enter the ID of the IBM Watson Assistant that you want to use.
Locale	View the name of the locale, which is automatically populated according to the Skill ID that you entered earlier.
Chatbot Display Name	Enter a name for BMC Helix Chatbot that will be displayed to users.
Welcome Message	Enter the message that you want to be displayed when the user first opens the chatbot. When you use localization, you can enter the localized welcome message for each locale that you want to use.
Request Clarification Prompt	Enter the phrase to be displayed when the chatbot is unable to identify the user's exact intent. Example: Did you mean...
No Relevant Options Label	Enter the phrase to be displayed when none of the options provided by the chatbot are relevant for the user. Default: None of these Note: If you keep this field blank, this option is not displayed in the chat conversation.

The following image shows the fields in the Chatbot Skills tab:

Click Save.
After saving, disambiguation is enabled in IBM Watson Assistant.

To view the chatbot and verify the chatbot settings, click Launch Bot.

To add service option buttons in the welcome message

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select BMC Chatbot.
On the Chatbots tab, select BMC Chatbot > Chatbot Skills.
On the Chatbot Skills tab, click Add/Edit Message.
In the Welcome Message box, add a message to welcome the end users. The welcome message can be typed in multiple lines.
From the Intent list, select a target intent.
From the Button Label list, select a button label to display.
Important

These labels are the utterances in the IBM Watson Intent settings. If you want to add a different label, please visit the IBM Watson page and add that label as an utterance. For more information, see Configuring IBM Watson Assistant to work with BMC Helix Chatbot.
Click Insert.
The button appears in the Option Buttons section. You can add multiple buttons.
(Optional) To remove a button, select it and press Delete.
(Optional) To re-position a button, select and drag it to a different position.
Click Save.
The following image shows how the service option buttons appear on the Chatbot UI.

Important

If the Skill ID is changed, you will get the following error:
Buttons must be linked to intents in the Workspace.
In such a scenario, update the target intents for each button so that they point to the intents of the correct Skill ID.

To configure a chatbot to work with a channel

A chatbot is an omni-channel application that can work with several communication channels. When you create a new chatbot, by default, it is configured to work with the BMC Helix Chatbot web UI. You can configure the chatbot to work with different user communication channels such as Slack, Microsoft Office 365 (Teams), Skype for Business on-premises, and SMS, which uses Twilio. Although this is an optional task, it is recommended that you leverage this capability of chatbot.

For example, you might want to provide Short Message Service (SMS) chatbot conversation facility to your application users. To provide the SMS facility, you must configure your chatbot to work with Twilio so that your application users can interact with a chatbot by sending text messages through their mobile devices.

BMC Helix Chatbot supports the following communication channels:

Channel	Reference
Slack	Enabling Slack in a chatbot application
Microsoft Office 365 (Teams)	Enabling Microsoft Teams in a chatbot application by registering inline with Microsoft App Studio
Skype for Business on-premises	Enabling Skype for Business on-premises in a chatbot application
Twilio	Enabling an SMS chatbot conversation in an application

To change the branding of a chatbot

You can change the branding of a chatbot by uploading your organization's logo, header color, header text, and so on. Although this is an optional task, it is recommended that you leverage this capability of chatbot. The branding applies only to the chatbot web UI and not to other chatbot channels such as Office 365, Skype for Business on-premises, Slack, and Twilio.

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application for which you created a chatbot.
On the Chatbots tab, select the newly created chatbot and then click the Skinning and Branding tab.
If you do not want the default animation, disable the chatbot animation by using the toggle button.
The chatbot is animated when it loads for the first time.
To change the header, update the values in the Header Background Color, Header Text Color, and Header Border Color.
To change the branding, in Brand Logo, upload the logo.
You can upload PNG, JPG, or SVG file formats.
Note

The maximum file size that you can upload is 1 MB.
To change the chatbot avatar, in Chatbot Avatar, upload the avatar image.
If you change the chatbot avatar, the animation is disabled.
To change the agent avatar, in Agent Avatar, upload the avatar image.

The following example shows the Skinning and Branding tab:
Click Save.
(Optional) If you want to remove all the configured skinning and branding values, click Clear Configuration and then click Save.

To configure the dynamic options and real-time translation for chatbot

After you create a chatbot, you can configure the dynamic options that are returned to a user in a chatbot conversation based on the user query. For example, you can configure the maximum number of knowledge articles, maximum number of answer options displayed per question, and so on. Although this is an optional task, it is recommended that you leverage this capability of the chatbot.

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application for which you created a chatbot.
On the Chatbots tab, select the newly created chatbot.

Click General Settings and enter the details for the following settings:

Setting name	Action
Maximum Number of Requests for Status to Return to User	Specify the maximum number of service requests related to the user query. The default value is 5.
Maximum Number of Knowledge Articles to Return to User	Specify the maximum number of knowledge articles that are relevant to the user query. The default value is 5.
Maximum Number of Options/Buttons to Display Per Question on Web Channel	Specify the number of options or buttons that must be displayed. End users click the options or buttons to respond to a question by the chatbot. In the Show More menu, you can view the options or buttons in addition to the number that you have configured. The default value is 3.
Maximum Number of Passage Characters	Specify the number of characters that you want to include in the knowledge article paragraph displayed during cognitive search. The default value is 400. Best practice We recommend that for best results, you must set the maximum number of passage characters to a value over 200.
Maximum number of Dynamic Answer Options to Display on Twilio	Specify the number of options or buttons for dynamic answers that must be displayed on Twilio. The default value is 5.
Maximum Number of Assets to Return to User	Specify the number of assets that should be returned to the user. The default value is 16.
Maximum Number of Business Services or Resource Pools to Return to User	Enter the maximum number of services or resource pools that you want to show to the user in a chat. Note: The default value of this field is 10 and the valid range is 5-20.
Maximum Number of Resources or VMs in Recommendation to Return to User	Enter the maximum number of resources or virtual machines that you want to show in a recommendation. Note: The default value of this field is 5 and the valid range is 5-20.
Default Locale	Select a default locale. The default locale can be used as the preferred language for chatbot conversations if the end user's language preference is not supported by the Chatbot Skills or real-time translation is not enabled. The default locale is also used for translation if the real-time translation is enabled. Important You cannot remove a language skill that is set as the Default locale. Before removing it, you must add another language skill and set that as the default.
Real-time Translation	If you have configured a real-time translation provider, turn this toggle key to On.
Rating Scale Presentation Order	Specify the order in which you want to display the rating scale options. The default order is from ascending to descending.
User Name Presentation	Specify how you want the chatbot to address the end users. By default, the chatbot addresses the user by first name and last name. You can also display only the first name or select None if you don't want to display the user name in the welcome message.

Click Save.
(Optional) To revert to the default value, click Reset to Default and then click Save.

In addition to these settings, you can configure cognitive search and live chat for the chatbot.

To configure the chat session idle timeout

You configure the idle timeout period after within which the chat session closes automatically. The default timeout period is 15 minutes.

Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
Select Configure My Server > Cognitive Service.
From the Configure list, select Chatbot.

In the Chatbot section, enter the value in the following field, and click Save.

Field	Description
Chat Session Idle Time	Enter the time in seconds after which the chat session closes automatically if the end user is not chatting. Default time: 900 seconds Valid range: 300 to 1200 seconds

To view all the chatbots in the BMC Helix Platform environment

Administrators can view all the chatbots that are created for all applications in the BMC Helix Platform environment.

Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
Select Configure My Server > Chatbots.
The Chatbots list displays all the chatbots that are configured in the BMC Helix Platform environment.
For example, the following image displays the default chatbot, BMC Chatbot and multiple specialized chatbots, IT Helpdesk, and HR Requests.
(Optional) From the Chatbots list, select the chatbot name that you want to configure.
The configuration window for the selected chatbot is displayed. For example, if you select the IT Helpdesk chatbot, the IT Helpdesk chatbot configuration window is displayed.