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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

Now that you know more about instruction types and how they work, it’s time to set up some more complex goals!

You get feedback from users that they want to be able to find more information about your business and job openings through the bot on your website. You have previously used this information from Content in two Search experiences: Brand Search and Job Search. You can now utilize the information in these Search experiences in Chat.

To do this, we will add two new goals that each contain a Search instruction type (one for each Search experience)!

Your Challenge

Step 1: Add a Search Goal Linked to Brand Search Experience

  1. Click the + Add Goal button.

  2. Select No Template and click Continue.

  3. Fill out the goal settings and click Continue once finished:

    • Goal: Answer Brand Questions
    • Goal ID: answer-brand-questions

  4. Add example phrases. Click Save and Configure Bot once finished.

    • Do you offer delivery?
    • Reset password
    • How many locations do you have?
    • What menu items do you have?
    • How do I place an order?

  5. Click + Add Instruction and create a search instruction with the inputs below. This lets Chat know to utilize Search to find the information the user is looking for.

    • Instruction: Use Search to answer questions about your brand.
    • Action: Search
    • Search Experience: Brand Search
    • Search Experience Version: Production
    • Permitted Verticals: All Verticals

  6. Click + Add Instruction and create a reply Instruction with the inputs below. This allows your bot to use the information found in the Search instruction to respond back to the user.

    • Instruction: Answer the user's question with the data provided.
    • Action: Reply
    • Mode: Direct Answer
    • Fallback Mode: Suggest Alternatives

  7. Click Save.

  8. Refresh your bot preview and run the query: “How do I reset my password?”. You should see a response from the bot with directions on how to reset you password. If so, you have configured this goal correctly!

Step 2: Add a Search Goal Linked to Job Search Experience

  1. Navigate back to the Goals screen and click the + Add Goal button.

  2. Select No Template and click Continue.

  3. Fill out the goal settings and click Continue once finished:

    • Goal: Answer Job Questions
    • Goal ID: answer-job-questions

  4. Add example phrases. Click Save and Configure Bot once finished.

    • Full-time jobs
    • How many jobs do you offer
    • Marketing Jobs
    • Do you offer internships
    • Job openings

  5. Click + Add Instruction and create a collect instruction with the inputs below. This will prompt the user to input the general location the user is looking for a job in. Click Update once finished.

    • Instruction: Ask the user what state they are looking for a job in
    • Action: Collect
    • Field Type: String
    • Field ID: state
    • Description: The state the user is located in or is looking for a job in

  6. Click + Add Instruction and create a search instruction with the inputs below. This lets Chat know to utilize the collected location information in Search to find relevant jobs for the user. You will use the Job Search experience that you previously set up in the Search final challenge. Click Update once finished.

    • Instruction: Use [[collectedData.state]] to search for jobs in the users area
    • Action: Search
    • Search Experience: Job Search
    • Search Experience Version: Production
    • Permitted Verticals: All Verticals

  7. Click + Add Instruction and create a reply instruction with the inputs below. This allows your bot to use the information found in the Search instruction to respond back to the user. Click Update once finished.

    • Instruction: Answer the user's question with the data provided. When listing the job openings, format them as “Job Title | City, State”. At the end of the message, let the user know that if they want to apply, they can send their resume to jobs@brand.com along with the title of the role they are applying for
    • Action: Reply
    • Mode: Direct Answer
    • Fallback Mode: Suggest Alternatives

  8. Click Save.

  9. Refresh the bot preview and run the query: “Do you have any chef openings?”. When prompted by the bot, input “Texas” as your preferred location. Confirm that the bot gives you some options and tells you how you can apply. Note that the bot may take a while to fully refresh and respond.

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
Add a goal to answer brand-related questions
Add a search instruction to the Brand Questions goal
Add a reply instruction to answer with data found in Brand Search
Add a goal to answer job-related questions
Add a goal to collect information about user's preferred job location
Add a search instruction to the Job Questions goal
Add a reply instruction to answer with data found in Job Search
Previous Submissions
Attempt #<% submission.attemptNumber %>
<% submission.date %>
Score: <% submission.numericScore %>
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