Journeys: Steps
Easily set up your multimodal voice steps of your journey in NLX's Dialog Studio
What's the Steps tab?
Steps is where you'll set up the series of voice lines for your bot to communicate to users while they experience a journey. These steps are synchronized in real time and mapped to the visual assets displayed to users from your web, mobile, or IoT application.
Using the desktop application of Dialog Studio, you may also simplify the process of identifying and configuring the elements or pages of your application that trigger a voice step.
Access
To access this feature, click the Steps tab of your journey:
Add Steps
Select + Add step > Enter the bot's voice line in the message field
Repeat for each step
Click Save
Avoid open-ended questions in journey experiences. Example: A screen has a user tap a payment selection on file. Avoid messaging that asks "Would you like to use the card on file?" Instead, say "We can use the card on file. Tap confirm to authorize or select another card."
Optional
Description: A brief description of the step made visible when collapsing the step
Action: Enable to apply one of three actions to a step:
End: Terminates the call, ending the conversation session (may be applied on the last step of your journey)
Escalate: Proceeds from the Escalation edge of your Multimodal node in the intent flow
Continue: Proceeds from the Continuation edge of your Multimodal node in the intent flow
Analytics tags: Assign one or more tags to a step and view the traversal rate through an Analytics dashboard panel
Skip translation: If enabled, the step's messaging is excluded from all auto-translations
Actions: For cloning or deleting a particular step
Now that your journey steps are complete, download all steps ID and create a deployment of the journey (includes instructions to install the multimodal SDK to your site). Be sure to activate when your journey is used in an intent flow using the Multimodal node.
Group steps
For journeys that are comprised of screens with multiple steps, you may easily group relevant steps together:
Select New folder > Enter a name for the folder group
Drag and drop relevant steps into folder
Repeat as needed
Click Save
Delete a folder and ungroup steps by selecting the red Ungroup icon beside the folder name.
Upload/download Steps
Upload: Allows for a .json, .csv, or .txt file to be ingested with messaging of steps
Download: Prompts existing messaging of steps to be downloaded to a .csv or .json file for editing. Tap the .csv/.json button beside the Download link to swap format
Optional: Using Context attributes
Context attributes may be referenced in any bot messaging of your journey's steps. They're useful to personalize the experience with users by referencing dynamic information (e.g., name, date) that is defined and set prior to the journey starting.
Context attributes must be created in your workspace Settings and collected in an intent flow just prior to the journey being initiated.
Expand an existing step or + Add step > Select the messaging field
Enter an open curly brace { and choose the appropriate context attribute
Click Save
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