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  • Intro to flows
  • Tutorial - Create a flow for live support
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  • Understand the types of nodes
  • Working with symptoms and solutions
  • Working with backtracks and choice lists
  • Understand potential solutions
  • Understand escalation
  • Understand search
  • Understand step-by-step guides
  • Understand canvas notes
  • Understand form data
  • Understand markup
  • Understand secrets
  • Understand flow components
  • Understand conditions
  • Understand translations
  • Understand flow feedback
  • Best practices for writing flows

How-to guides

  • Preview nodes and flows
  • Embed images and files
  • Embed videos
  • Receive conversation transcript emails
  • Set a flow image
  • Work with step-by-step guides
  • Add canvas notes
  • Copy and paste nodes
  • Create and embed flow components
  • Work with conditions
  • Configure flow feedback
  • View and manage flow feedback
  • Export, import, and copy flows
  • Set flow visibility
  • Manage translations
  • Create a live support node
  • Create an external API node
  • Start the user on different nodes based on the embedding page
  • Dynamically populate a choice list form field

Reference

  • Text formatting
  • Live support settings
  • Actions settings
  • External API settings
  • Form field types
  • Reserved form data
  • Markup expressions and operators
  • Supported languages
  • Glossary of terms

Understand search

Searching in a flow

When the assistant reaches a search node in a flow, it presents the user with a text box prompting them to describe their request.

Free text search box

If the user enters text, the assistant searches for matching information across the entire flow.

Free text search results

This allows the user to enter text to freely search for the most relevant part of the flow without having to go through intermediate steps. As such, it's often useful to include a search node as the first node in a flow, connected directly to the start node.

Search scope

To be included in search results, a node must be set as searchable. You can toggle whether an individual node is searchable by editing it and checking or clearing the "Searchable" checkbox.

Searchable checkbox for a symptom

Nodes that are searchable are visually indicated with a small magnifying glass jump target, indicating that they can be reached directly from the search node.

Search jump target

Note also that symptoms will be displayed in search results using their "Symptom description" field, not their "Question to user" field. The symptom in the above image will display in search results as "Dishes too wet after washing".

Only symptoms, solutions, choice lists, questions, and messages can be set as searchable. Symptoms are searchable by default and all other nodes are not.

Search shortcuts

Up to five search shortcuts are displayed before the user enters any text, allowing commonly-used information to be surfaced more quickly. If there are particular product issues or support requests that come up frequently, this can save time by presenting that information without requiring the user to navigate the flow or even perform a search.

Shortcuts displayed

The shortcuts to display can be chosen and reordered by editing the search node.

Edit shortcuts

Search expressions

Many situations can be described in multiple different ways and there is no guarantee the user will search with the same words or phrasing used in your flow. To help ensure that users find what they're looking for, free text search automatically makes use of synonyms and related words to determine when search results should be displayed even without a direct text match.

Free text search synonymous results

This occurs automatically for common terms and can be augmented manually by adding search expressions. There should not be a need to simply add synonyms, but it can be useful to add alternate phrasings or concepts that should lead to the same search results. If a free text search doesn't return the matches you expect, consider adding the searched text as a search expression to the item that should be a match.

For example, suppose you have a flow designed to help users troubleshoot a personal electronic device. The flow contains information about replacing the battery, but your tests are showing that many users are failing to find this information from their free text searches. You determine that those users are entering "device is dead" as their search and that the "replace battery" solution is not being presented as a match for this search.

In this case, you could add "dead" as a search expression to the "replace battery" solution. Then the users performing this search will receive the proper solution as a match right away.

To edit a node's search expressions, click the magnifying glass connected to it. This opens the search expressions panel where you can add, update, or remove alternative search expressions.

Search expressions

Note that the search indexes for the flow will need to be retrained after these changes are published, so it may take a few minutes before the search behavior updates.

Last updated on 3/15/2022
← Understand escalationUnderstand step-by-step guides →
  • Searching in a flow
  • Search scope
  • Search shortcuts
  • Search expressions
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