Table overview

All the projects are listed in the main Workspace table. Every project corresponds to a single conversational process.

Next to the Project name column we have two others: UAT published branch and Production published branch. Every conversational process is managed through a versioning system and is available in two environments: UAT (User Acceptability Testing) and Prod (Production).

The number displayed in the column refers to the version or the project branch set as default for the corresponding environment. Also, next to the version number, there is a quick access icon linking to the chatbot that runs that specific conversation version.

Please note that not always UAT and Prod environments are aligned. As in the image example, a project can have version 1 published in Prod and version 2 published in UAT. Such a mechanism allows to test thoroughly new conversational process versions before promoting them to Prod.

Next, we have the date of creation and the actions columns. In the action column we have (in order from left to right):

  1. Clone the project

  2. Manage metrics, linking to the metrics tracked for that particular project

  3. View dashboard, with the data related to the project summarised through charts

  4. Menu with delete, edit options for the selected project along with its settings

How to create a new project

To create a new project, click on the Create new project button at the top-right of the Projects table.

On click, a window will appear asking to enter the new project name (it will be possible to edit the name after creation of the project).

After confirming the name, the project will be available as the first item of the list from the top of the Projects table.

As soon as the project is created, a new versioning system is automatically associated with that specific project. Therefore, for every new project, a version 1 will be available by default with an empty conversational process.

As for all the other projects, in order to open and edit the project, click on the the project from the Projects table and then select the version from the Versioning table.

How to connect chatbot

From the Workspace, click on the Connect chatbot icon. Next, choose which chatbot to connect: the testing one (UAT) or the Production one.

After clicking on one of the two options, a panel will appear with details and information about how to embed the chatbot into a website.

Spixii CPA platform provides two implementation options:

For each option a code snippet will be available. Such code should be copied and pasted into the <body> section of the website. This will automatically trigger the chatbot.