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Setting Up Chat
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Unit 1
Creating a Chat Bot
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Unit 2
Overview of the Chat Configuration
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Unit 3
Goals
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Unit 4
Instructions
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assessment assessment
Module Assessment
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Module Assessment | Yext Hitchhikers Platform

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You must include a first name and last name in your profile to create challenge environments.

Background

You want to make a chat bot that will live on the front of your brand’s website to help users find information about your products and services. First, you will create a bot with very basic settings.

You don’t know much about modifying the Chat configuration yet, but you want to get acquainted with setting up goals. You will add a basic goal that will reply to users with a verbatim response that will be specified in the instructions.

Your Challenge

  1. Navigate to Chat > All Chat Bots.

  2. Click the + Add Bot button in the top right corner of the screen.

  3. When the Add a bot modal appears, give your bot the following settings:

    • Bot Name: Brand Bot
    • Bot ID: brand-bot
    • Identity Context: This is a bot that will answer questions about my brand
    • Link a Search Experience: None (we will update this later)

  4. Once you have created your new bot, go to the General Settings screen.

  5. Change the Initial Message to: Hi, This is Brand Bot! You can ask me anything about our products and services.

  6. Click Save in the bottom right corner.

  7. Refresh the bot preview. You should see your new initial message.

  8. Navigate to the Goals screen. You will see a Chit Chat goal already set up for you.

  9. To add a new goal, click the + Add Goal button.

  10. Select the No Template option and click Continue.

  11. Fill in the goal name as Privacy and Security and the goal ID as privacy-security.

  12. Add 5 example phrases so your bot understands what types of queries will trigger this goal:

    • What is your privacy policy?
    • Privacy and security information
    • What personal information do you collect?
    • Where can I read your privacy policy?
    • What do you do with the information you collect?

  13. Click Save and Configure Bot.

  14. Click the + Add Instruction button.

  15. In the Add/Edit an instruction modal, you will setup the instruction as so:

    • Instruction: You can read our privacy policy at yext.com/privacy-policy
    • Action: Reply
    • Mode Verbatim

  16. Click Update.

  17. Save your configuration by clicking the Save button in the bottom right corner of the screen.

  18. Refresh the bot preview.

  19. In the bot preview, enter the query: “What is your privacy policy?”. You should see the exact response that you listed in your instruction!

Module Assessment
+<% util.points %> points
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Weekly Challenge Streak Weekly Challenge Streak: <% util.streakWeekly %>
You must include a first name and last name in your profile to create challenge environments.
Challenge account expires in <% util.expirationHours > 24 ? Math.round((util.expirationHours * 1.0) / 24) : util.expirationHours %> <% util.expirationHours > 24 ? (Math.round((util.expirationHours * 1.0) / 24) == 1 ? 'day' : 'days') : (util.expirationHours == 1 ? 'hour' : 'hours') %>.
Challenge account has expired. Please create a new account.
Report Card
Update the initial message for Brand Bot
Add a goal to answer privacy and security questions
Add a verbatim reply instruction to direct user to privacy policy page
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Score: <% submission.numericScore %>
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