Setting up BMC Helix Chatbot

BMC Helix Chatbot is an omni-channel, AI-driven chatbot that uses natural language to converse and resolve end-users' queries. BMC Helix Chatbot is the default chatbot that it is configured to work with the BMC Helix Chatbot web UI. As an administrator or application business analyst, you can configure BMC Helix Chatbot in the following ways:

• Rebrand BMC Helix Chatbot.
• Configure the chatbot to work with one or more communication channels.
• Configure cognitive search for BMC Helix Chatbot.
• Enable live chat for BMC Helix Chatbot.

Before you begin

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

• Ensure that you complete the tasks described in the following table:

  Product	Task
  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 IBM Watson Assistant 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 Skills that you want to use.  You can get the Skill ID by logging in to IBM Watson Assistant and selecting the appropriate Skill.  Copy the Skill ID from this screen

To configure the Skill ID for BMC Helix Chatbot

This is the first step in setting up BMC Helix Chatbot.

In BMC Helix Chatbot, you must provide the Skill ID, so that the BMC Helix Platform Cognitive Service can connect to your IBM Watson Assistant Skills. 

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select BMC Helix Chatbot. 
3. On the Chatbots tab, select BMC Chatbot > Chatbot Skills.

4. On 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 Skills that you want to use.
   Locale	Verify the name of the locale, which is automatically populated according to the Skill ID that you entered earlier.
   Chatbot Display Name	Type a name for BMC Helix Chatbot that you want to be displayed to users. Example: Helix bot
   Welcome Message	Type the message that you want to be displayed when the user first opens the chatbot.
   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.

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

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

Additional configurations for BMC Helix Chatbot

After completing the first step of configuring the Chatbot Skills for BMC Helix Chatbot, you can perform the following additional configurations:

Related topics

Enabling users to submit service requests from BMC Helix Chatbot conversations

BMC Helix Chatbot usage reports