User Virtual Agent Package - Procedure specific to versions Autumn 2020 - Build 2020.2.108.7 and earlier


From:

  • Self Help: versions Cobalt 1.1 and later
  • Service Manager: Service Manager: versions Oxygen 2.0 and later (for using the Service Manager package).

Open url.png See the latest installation procedure.

Procedure: How to install the User Virtual Agent package

Step 1: Install the components required by the User virtual agent.

PackagesInstallation_Procedure_Autumn2020andPriorVersions

1. Install the Social base package. Open url.png See the description.

  • Import the file into the domain of the virtual agent.
    A new Social base project will be created. All procedures will automatically be imported and added to the tree structure.

2. Install the Service Manager connection package. Open url.png See the description.

  • Import the file into the domain of the virtual agent.
    A new Service Manager project will be created. All procedures will automatically be imported and added to the tree structure.

3. Install the User Virtual Agent package.

  • Import the file into the domain of the virtual agent.
    A new User Virtual Agent project will be created. All procedures will automatically be imported and added to the tree structure.

Step 2: Create the User virtual agent.

VirtualAgentCreation_Procedure_Autumn2020andPriorVersions

Note: Only for domain administrators.

1. Go to the Online Studio.

2. Select Administration > Service Bots > Agents in the menu.

3. Click + Add to create your virtual agent.

  • Enter the descriptive information of the agent, e.g. its name, reference and description.
  • Select its dedicated domain.
  • Click Add icon.png and associate the Self Help projects specific to the User virtual agent.

4. Click Add to save the new virtual agent.

The list of virtual agents defined on the server will be refreshed.

Step 3: Configure the Service Manager connection package.

ServiceManagerPackageConfiguration_Procedure

1. Go to the Desktop Studio in edit mode.

2. Expand the tree structure of the Service Manager project in the virtual agent's domain.

3. Specify the parameters for the oSetup variable found in the project library, which are required to call the Service Manager REST API.

     Open url.png See the detailed procedure.

Step 4: Configure and publish the procedures of the User virtual agent.

ProceduresConfigurationPublication_Procedure

1. Adapt the procedures specific to the virtual agent to the identity of your virtual agent in compliance with your corporate style guide.

     Open url.png See:

2. Publish all of the virtual agent procedures for the Self Help projects. Open url.png See the detailed procedure.

Note:  Service Manager project procedures do not need to be published.

Step 5: Deploy the User virtual agent.

VirtualAgentDeploiement_Procedure

1. Configure the integration mode of the virtual agent depending on the display channel. Open url.png See the detailed procedures.

2. Inform users that the virtual agent is now available.

List of files to download

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