Table of Contents

• How to create a new Sourcing Chatbot 
• How to Test a bot

★ How to create a new Sourcing Chatbot 

[1] Navigate to Conversation and click Create New.

[2] Select Sourcing Chatbot type and click Next.

Note: Inbound chatbots are only applicable to candidate entity type, hence you cannot select the entity here.

[3] Once you click Next, you will be redirected to create a new conversation flow. 

Note: You can customize the “Greeting” and “Feedback” messages as per your need.

[4] Click the + icon to add new nodes & customize your chatbot according to your needs.

NOTE: Please refer to "Building a Chatbot" for detailed information on how to customize a chatbot.

[5] Once the bot is built, click the <pencil> icon on conversation flow settings to enable the                    appropriate bot.

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[A]  Enable Widget Web bot

[1] Click on the “Widget web bot toggle” to enable the widget web bot.

[2] Add the page URLs where you wish the bot to show up.

[3] For the bot to show up on the website, add the code snippet on the website’s HTML page as well.

[4] Once you do the changes, the system will autosave it. Click Close.

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[B] Enable Text to Apply bot

[1] On the conversation settings page, go to the “Text to Apply” tab and enable the toggle for “Text to Apply” bot.

[2] Select required provisioned phone numbers.

[3] Add code words that should trigger this flow.

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[C] Enable Link-based bot

[1] On the conversation settings page, go to the “Links” tab create a custom link for your bot.

[2] Click “Copy link to Conversation” and select the URL type to copy the conversation link and share  It on email.

                                                        OR

[2] Click “QR Code” to generate the QR code to share the conversation link.

★ How to Test a bot

[A] Testing the “Widget web” bot

1. Make sure the status of the bot is in the “Ready for use” or “In-use” state.
2. Once the bot is in the appropriate status, go to the conversation settings and make sure the bot is “enabled” and the appropriate URL is added to the “Page URL” section.
3. Make sure the code snippet is added to the required web pages mentioned in the URL here.
4. Make sure the branding and other details on the page are correct.

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[B] Testing the “Text to apply” bot

1. Make sure the status of the bot is in the “Ready for use” state.
2. Once the bot is in the appropriate status, go to the conversation settings and make sure the bot is “enabled” and the appropriate URL is added to the “Page URL” section.
3. Make sure the provisioned phone numbers and keywords are added correctly.\
4. Test the bot by sending a text message with the defined code words from your phone to the provisioned phone number. If you receive the chatbot response, it means the flow is triggered      and the setup is complete.

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[C] Testing the “Link” based bot

1. Make sure the status of the bot is in the “Ready for use” state.
2. Make sure the required “Shareable Link” is created.
3. Test the bot by copying the URL from “Copy Link to Conversation” (either “Custom URL” or “Short URL”) and paste it in a new window in your browser, it should trigger the chatbot in that window.
4. Test the QR code by copying it from the “QR code” (Copy or Download QR code) and paste/attach them to an email and check if it triggers the chatbot.