In this video, we’ll see the dashboard and all the information and options you have in your legal bots that will help you to manage your bots easily and get quick visual information! Let’s see what we see here:
Step 1: Exploring the ‘Options’
In your bot, locate the ‘Options’ column. Here you’ll find the “Number of Nodes” indicating how many nodes are contained within your bot’s tree. Below that, several functions are listed, with a green check icon signifying the functions currently in use.
Step 2: Understanding ‘Statistics’
Next, move to ‘Statistics’. This shows the frequency of your bot’s use by customers. For a detailed breakdown, click ‘See Data’. To better understand these functionalities, search for our “Statistics tutorial”.
Step 3: Navigating the ‘Actions’
The ‘Actions’ column offers a variety of options. Use ‘Share to edit’ to pass the bot to a colleague for further work. To personalize your bot, click ‘Branding’ and customize it with your company’s or client’s logos and colours. To clone an existing bot, choose ‘Duplicate’. To continue work on a bot, select ‘Edit’. Finally, manage your API keys by clicking ‘Manage API Keys’.
Step 4: Setting the ‘UI Language’
In the next block, you can set the UI language via a dropdown menu. This determines the language of generic buttons like “previous” and “next” in the front end.
Step 5: ‘Publishing and Sharing a Bot’
If your bot is ready, click on the top left icon and confirm, and a modal will appear with sharing options.
Click “Restrict access” to share the bot with specific customers by entering their emails, or make your bot publicly available by sharing the ‘Public Link’ or embedding the bot on a site.
Lastly, if you want your customers to review their data history in the bot, enable the ‘Show report to user’ switch. Remember, this option is only available for registered users you’ve added.
This concludes your overview of the e! Dashboard. Explore these features and create some fantastic bots!
