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:

  • 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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