Rules

Rules are your users' questions.

Rules are your users' questions mapped to stories (bot's answer). Rearrange rules to prioritize over others.

P1 = highest priority.

Rules Dashboard

1. Filter Rules from Message enables you to enter a search query and automatically filter its associated Rules. Your search query may contain keywords related to the group name, rule name, or condition properties and values. With just a click or tap, Reset allows you to clear the search bar content.

Searching Rules using a Keyword

2. Show System Rules allows you to view system rules autogenerated by your bot when toggled. Please be careful when changing these rules as they might affect your chatbot’s operation.

3. Select Action dropdown allows you to access the Export Rules to CSV function that exports rules to a CSV file that can be downloaded.

4. New Group creates a new group in which associated rules can be created or placed under.

5. New Rule creates a new rule. If a rule is not created under an existing group, it will be placed in the UNASSIGNED group by default.

6. Collapse All enables you to collapse all expanded rule groups and rules.

Collapse all Expanded Rules

7. Shows all existing rules and rule groups.

Creating a New Group

Click on the button and then give your group a name that best represents the rules that will be placed under it. Once done, click Save.

Naming your Group

New Group Successfully Created

Add a Rule

There are two ways to create a new rule.

• Clicking on creates a rule under the UNASSIGNED rule group. All user-created rules can move between groups by clicking on Move to group.

• Clicking on creates a rule under the corresponding rule group.

Rule Group

Creating a Rule in a Rule Group

1. Regardless of which method is used, created rules require a rule name. In this example, create a rule with “Who is your best friend?” as its name (the example indicates preparing rules for users to ask about Bob’s friends).

2. Add the condition. (In this case) set the condition to recognize the keyword(s) “best friend”.

3. Name your story and link the new story to the rule. The story is the reply to the question.

Creating a Rule

Story Example

Testing a Rule

Viewing Rules used in a Story

To view all rules used in a particular story, navigate to that story and all the nonlinear and linear rules used will be displayed.

View all Rules used in a Story

To edit a rule used in a story, click on the rule you wish to edit and the rule will automatically be filtered and expanded.

Filtered Rule from a Story