Setting up BMC Helix Virtual Agent


This section helps you to set up a BMC Helix Virtual Agent bot with IBM Watson Assistant as its assistant service provider.

Before you begin

  • Ensure you have subscribed to the appropriate service license to configure a chatbot.
  • Ensure you complete the tasks described in the following table:

    Product

    Task

    IBM Watson Assistant

    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.

    IBM Watson Assistant

    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 Skill

    You can get the IAM API Key  by logging in to IBM Cloud.


    Copy the IAM API Key from this screen

    Get Watson Assistant API Key.png

    IBM Watson Assistant

    You have the IBM Watson Assistant Skill ID of the reference Skill that is provided with BMC Helix Virtual Agent or custom IBM Watson Assistant Skill 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

    2002_SkilID.png

To configure the Skill ID for BMC Helix Virtual Agent

This is the first step in setting up BMC Helix Virtual Agent.

In BMC Helix Virtual Agent, you must provide the Skill ID, so that the BMC Helix Innovation Suite Cognitive Service can connect to your IBM Watson Assistant Skill

  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 Skill 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 Virtual Agent 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 cannot 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 to the user.
    Default: None of these

    Note: This option is not displayed in the chat conversation if you keep this field blank.

  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 Virtual Agent

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

Configuration

Reference

Add option buttons as common service suggestions in the welcome message so that the end user can initiate a request by just clicking a button. 

Change the branding of BMC Helix Chatbot

Configure the dynamic options that are returned to a user in a chatbot conversation

Configure the chat session idle timeout period

Configure the chatbot permissions

Configure search provider for BMC Helix Virtual Agent

Configure live chat for BMC Helix Virtual Agent

Enable or disable notifications for chatbot end users

 

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