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Resources

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Getting Started

8

Lexicon
Invite team members
Choose your channel
Train your chatbot
Test your chatbot
Map your first conversational process
Create your first FAQ
Change your welcome message

Workflow Builder

16

Create a voice conversation with the ‘listen’ action
Transfer automated VOIP calls to a different number
Pick the right variable scope
Capture files from your chatbot users
Re-order message buttons
Manipulate your variables with formatters
Learn the variable advanced settings
Lock access to conversations
Create and capture variables
Overview of the default actions
Overview of the built-in variables
Overview of the trigger and transition events
Overview of the default conversations
Overview of the message types
Overview of message vs. automated steps
Overview of the workflow builder

Knowledge

18

Manage your file storages
Add metadata to your knowledge base article
Monitor knowledge base searches
Allow users to search your knowledge base content with semantic search
Export your knowledge bases
Turn small talk on or off
Link between knowledge base articles
Create a knowledge base from a sitemap
Create a knowledge base from a PDF
Create a knowledge base
Enable the block list to filter profanities
Export FAQs
Manage your FAQ follow-up message
Send multiple messages per FAQ answer
Randomise your chatbot’s FAQ answers
Duplicate FAQs
Overview of the knowledge search
Overview of the knowledge bases

Integrations

7

Grab Amazon Alexa user information with an integration
Create a webhook integration
Create an email notification
Set up a logical integration
Set up an outbound integration
Create a new spreadsheet integration
Create a new API integration

Channels

15

Add custom parameters to your chatbot script
White label your Facebook Workplace integration
Test your Alexa chatbot
Connect your chatbot to VOIP
Connect your chatbot to Amazon Alexa
Connect your chatbot to Instagram
Connect your chatbot to Telegram
Connect your chatbot to Microsoft Teams
Connect your chatbot to WhatsApp
Connect your chatbot to Facebook Workplace
Connect your chatbot to Facebook Messenger
Add a full page chatbot to your website
Add an embedded chatbot to your website
Add a chatbot widget to your website
Overview of the messaging channels

Engage

15

Create vCard QR codes
Create QR codes
Create trackable links
Force-close your chatbot conversations
Create a multi-lingual chatbot
Create a notification
Create call-to-actions
Design your full page chatbot
Design your embedded chatbot
Design your chatbot widget
Change the composer of a message
Create a custom composer
Overview of the composers
Schedule broadcast messages to your chatbot subscribers
Customise your chatbot’s avatars

Tutorials

24

How to use a spreadsheet lookup in transition
How to control your chatbot widget’s visibility (common use cases)
How to send a push notifications from your chatbot
How to set up a Microsoft Azure OAuth
How to send captured files via an email notification
How to bring third-party data into a chatbot message
How to store an API response into a variable
How to display a different message based on the chatbot’s page URL
How to create a reminder inside your Alexa chatbot
How to create an efficient Alexa chatbot
How to trigger a conversation from a webhook
How to route conversations based on a knowledge search’s confidence score
How to trigger a conversation from an FAQ
How to use a spreadsheet as a pricing matrix inside your chatbot
How to force your chatbot widget open with smart rules
How to set up a click-to-email or click-to-call buttons
How to create demo accounts
How to add an OpenTable reservation widget to your chatbot
How to hide your chat widget on specific pages
How to hide a CTA after it has been dismissed by a user
How to extract a parameter value out of your chatbot’s URL
How to send leads from your chatbot to HubSpot
How to create a Marketo integration
How to create a custom support ticket capture conversation

Service

9

Send and receive files via live chat
Set up live chat ticket assignment rules
Assign specialities to support agents
Forward a support ticket to a colleague
Gather feedback from your users
Enable live chat
Claim, unclaim, and resolve live chat tickets
Configure your human fallback process
Overview of the ticketing system

Measure

6

Analyse metrics further with the detailed view
Create custom chatbot metrics
Export your metrics’ raw data
Create your chatbot’s dashboard
Overview of the logs
Overview of your chatbot’s default metrics

Conversations

8

Search your chatbot users’ conversations
Allow chatbot users to change their preferred language
Allow chatbot users to delete their data
Allow chatbot users to download a copy of their data
Allow chatbot users to download their conversation transcripts
Allow chatbot users to reset their chatbot
Delete your user’s data
Export your user’s chat transcripts

Infrastructure

11

Overview of the device and browser compatibility
Enable OAuth 2.0 login
Promote a user to owner
White label your chatbot platform
Explore the owner portal
Create a new account
Create custom user roles
Invite and remove platform users
Overview of tags
Overview of account licenses
Overview of the platform roles

Templating

6

Design dynamic integrations with templating
Design dynamic composers with templating
Design dynamic messages with templating
Understand the statements and conditions
Plan your templating build
Overview of templating

Security

3

Export your platform user data
Set up your data retention period
Mask sensitive data from displaying inside the platform

Retail

1

Ivah.io: Revolutionise Your Retail Business with an AI Personal Shopper

Healthcare

5

Dental Appointment Management with Ivah’s Advanced Integrations
Revolutionizing Dental Appointment Management with Ivah.io
Enhancing Patient Medication Adherence with Ivah.io
Ivah.io: Streamlining Dental Appointments with Advanced AI
Ivah.io: Streamlining Nutrition and Meal Planning in Healthcare

Car Dealerships

3

Your Car-Buying Experience with AI-Powered Ivah.io
Car Loans with Ivah: Help Customers With Their Loans Using AI
Car Selection with Ivah.io: Your AI Car Dealer Assistant

Mortgage Brokers

2

Ivah.io: Enhancing Mortgage Broker Services
The Mortgage Experience with Ivah.io: A Chatbot-Driven Approach

Restaurants

2

Restaurant Reservations with Ivah.io’s AI Assistant
Enhancing Customer Experience with Ivah.io’s Chatbot Integrations

Internet Service Providers and Telecoms

1

Package Selection for Internet Service Providers with Ivah.io

Hotels, Motels and B&Bs

2

Guest Experiences through Interactive Activities: Ivah’s AI Assistant
Hospitality: Ivah.io’s Chatbot Solutions for Hotels, Motels, and BnBs

Airline and Aviation

2

Airline Ticket Sales with Chatbots: A Game-Changer for Ivah.io
Airline Customer Service with Ivah.io: Comprehensive Support

Real Estate

1

Real Estate with Ivah.io: Streamline Property Visits with Automation

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Ivah.io: Revolutionise Your Retail Business with an AI Personal Shopper

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