1. How do I create a Ninja bot?

To create a Ninja Chat bot, go to the 'Ninja Bots' tab.  Fill in the required fields: bot name, object, default message, and toggle for active/inactive status.

Steps :

• To create a Ninja Chat bot, go to the 'Ninja Bots' tab.
• Click on the ‘New’ button; the form will open as shown below.

Fill in the details:

• Name: A unique identifier for the specific bot.
• Default message: The standard message that will be sent on the wrong answer/answer keyword does not match.
• Object: Select an object that is listed as per the object mapping where the incoming messages link to that object, where get trigger this bot.
• Status toggle: Define where the bot gets triggered on/off on an incoming message.
• Escape Bot Keyword: If the exact keyword matches while running the bot, the bot will end automatically.
• Trigger keyword: Specific words that activate the bot when detected on incoming messages.
• Click the '+Add' button after entering a keyword.
• Click on the recently created bot to open the detail page.
• Click on ‘Create First Message.' The first message was sent by the bot to the customer.
• On clicking (Template), you can select a template that will be sent as a message.
• On clicking Attachment, you can add only one attachment for every single message.
• Use the attachment with a custom message, not with the template.
• On clicking (Merge fields), you can add merge fields in the custom message.
• Click on ‘Save’ to save the message.
• Click the ‘Quick Reply’ button to create a reply key.
• Reply keywords will be an assumption as the end user can send kind of replies to us.
• Click on 'save'' to save the answers keyword.

Any keyword match in incoming messages will send the next related message. Similarly, you can create multiple replies for a single message by clicking the same 'Quick Reply' button.

Click on the 'Message' button, which is shown on the Reply card. Enter a message related to the above answer/reply; it will be a new message if the incoming message contains and matches the answer/reply keywords. As the answer matches on incoming messages, then the next messages will be sent to the customer automatically.

Note : Default Message: null keyword

• In case the user doesn't want to send a default message on an invalid reply case along with the last question, they can put the “null” keyword in the default message text box at the time of creation.
• The null keyword in the default message would be case-sensitive. It will be applicable to creating a new Ninja Bot or editing the existing one.
• If they want to continue with the default message and last question flow, there is no need to mention null in the default message; just the text/keyword would be as wished.

2. How do I handle default messages for invalid replies with the null keyword?

If you don’t want to send a default message for an invalid reply case, you can enter the keyword “null” in the default message text box during bot creation. The “null” keyword is case-sensitive and applies when creating a new Ninja Bot or editing an existing one. If you wish to continue with the default message and last question flow, you don’t need to mention “null”; simply enter your desired text or keyword.

3. How do I change the owner of a bot?

To change the ownership of the created bot, click the Change Owner button, search for users, and then select the desired user from the list that appears. Click the Submit button to complete the change.

4. How do I set up and trigger the Ninja Bot for messaging?

To successfully start messaging with the Ninja Bot, follow these steps:

Pre-requisites:

• Ensure that the object with the chat console has its object mapping configured. If not, refer to the Object Mapping Configuration section.
• Confirm that the logged-in user has a phone number assigned. If not, check the Phone Number Assignment Configuration section.
• Verify that the phone fields mapped for the current object contain valid phone numbers (recipient numbers) in the selected record.
• Set a default channel value in the General Settings tab. If not, refer to the General Settings section.

5. How to trigger the Ninja Chat Bot?

Triggering Keywords: The bot can be activated by specific words detected in incoming messages. For instance, if "Help Please," "LMN Demo," or "Help to Setup" are set as triggering keywords, an incoming message containing any of these phrases will initiate the bot.

Manually from One-to-One Chat Console: To manually trigger the bot, click the + icon in the one-to-one chat console, select "Ninja Bot," choose the bot from the active bot list, and click the Start button. This will start the bot on the record and send the first message to the end user.

Ninja Bot Flow Action: You can use Ninja Bot actions in a flow for custom logic. To set this up: Select the object (e.g., Lead).

• Check the "Include a Run Asynchronous path" option.
• Click the + icon to add an action and select "Trigger Ninja Bot."
• Fill in the required fields:
• Label: Name of the action.
• From Number: Phone number with country code (e.g., +1).
• Channel: Enter or copy one channel such as "WhatsApp," "WhatsAppNeo," or "SMS" mapped with the From Phone Number.
• Ninja Bot Name: Copy the bot name from the Ninja Bots Tab.
• Record IDs (comma-separated): Provide $Record.Id or comma-separated hard-coded IDs for objects mapped in object mapping (e.g., Lead).
• Save and activate the flow.