📱Multimodal journey

From start to finish, set up a multimodal journey in minutes with NLX's Dialog Studio

Checklist

You'll complete the following to successfully launch your multimodal experience:

You may add the following to an existing voice assistant in your workspace, if desired.

Pre-setup: Integrations

Est. time to complete: ~5 minutes

A one-time integration of a Natural Language Processing (NLP) engine must be completed in your workspace:

A one-time integration of a voice-enabled communication channel must be completed in your workspace:

A one-time set up of an Action that sends an SMS:

  • Create a SendSMS Action

    • Be sure your Action has the following properties defined in the Request model schema:

      • Message (string)

      • PhoneNumber (string)

      • URL (string)

Step 1: Create a Journey

Est. time to complete: ~10 minutes

Journeys pair voice prompts from an AI assistant to a digital asset (website, mobile app, etc.) to help guide users through a self-service task. Begin by identifying the elements from your digital asset that need to be mapped to a voice line (pages, buttons, etc.)

  • Select Journeys in your workspace > Click New journey option > Name your Journey

  • Click Save

  • Click + Add step > Enter the bot's voice line in the message field*

  • Repeat for each step

  • On the final step of your journey, enable the Action toggle

    • End: Terminates the phone call after the AI assistant delivers the voice step

    • Continue: Proceeds from the Continue edge in your multimodal flow (see Step 2)

  • Click Save

  • Download your steps to a .csv or .json file using the Download link

🧠 Looking for more? See Add + download steps

Step 2: Create multimodal flow

Est. time to complete: ~5 minutes

As all multimodal journeys begin with a traditional voice experience (IVR), you'll construct an intent workflow that sends the SMS containing a link to your digital asset and initiates your journey (multimodal mode):

  • Select Intents in your workspace menu > Create a new intent and set the flow to a voice channel you integrated in your workspace

  • Add training phrases to your AI assistant to match the user's intent, or enable Skip training setting on the intent's Settings tab if your bot only automates this task

  • After adding a greeting with a Basic node to the Canvas, place an Action node that will send the SMS link (requires an API that sends SMS be previously set up under Actions in your workspace). At a minimum, be sure your Action's Request model has at least two properties 1) Phone number, 2) URL

  • Within your intent flow, select the Action node > Use the system variable {system.userId}for the Phone number field of your payload on the Action node's side panel

  • In your Action's URL payload field, enter your URL followed by the query parameter ?cid={system.conversationId}

  • Place and link a Basic node after the Action to indicate a text was successfully sent to the user

  • From the Basic node, place and link to a Multimodal node > Click Save

🧠 Looking for more? See Construct flows

Step 3: Deploy & install SDK

Est. time to complete: ~10 minutes

You'll need to install NLX's multimodal SDK to each screen of your digital asset so applicable API calls can be made to trigger voice lines where you've defined them:

  • Select Journeys in workspace menu > Choose your journey > Click Deployment tab of your journey

  • Choose Review & build > Click Create build

  • After a successful build, select Deploy from the Production column > Click Create deployment

  • Select Details link next to the Deployed status > Under Setup instructions, click Open journey configurator

  • API key: You may auto-generate an API key under the journey's Settings tab, Save, and then enter it in the configurator's field

  • Conversation ID: Dynamically generated for each conversation session with a user by Dialog Studio, you may parse the ID from the user's URL path. Sample code: https://developer.mozilla.org/en-US/docs/Web/API/URLSearchParams/get#examples

  • Install code snippet with applicable step IDs (downloaded in Step 1) to each page of your frontend

To avoid CORS errors, make sure to whitelist your URL domain(s) in the journey's Settings.

🧠 Looking for more? See Developer SDK

Step 4: Set up bot & deploy

Est. time to complete: ~5 minutes

Now you'll get to create the AI assistant that users will interface with. This step involves attaching all intent workflows you want your bot to access, defining flows to handle certain behaviors, setting up the channel your bot supports, and deploying your conversational AI assistant!

  • Select Bots from workspace menu > Choose Create or New bot

  • Enter a descriptive name > Click Save

  • Click Intents tab of bot > Select + Add intents > Attach the intent containing the multimodal workflow from Step 3

  • Select Default behaviors, assign an intent to the Welcome behavior (if you intend for your multimodal flow to be the only intent your bot handles, then assign to the Welcome behavior)

  • Select Channels tab of bot > Expand the voice channel your bot will support (e.g., Amazon Connect, Amazon Chime SDK, etc.). Be sure this is the same channel set on your intent flow(s) attached to the bot, or add the channel to your intent flows > Click + Create channel

  • Enter required details for voice > Click Create channel > Click Save

  • Select Deployment tab >

  • Create a build > Deploy your bot

🧠 Looking for more? See Manage channels

🔧 Need to troubleshoot your build? See how to troubleshoot build errors

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