Edge types overview

In the graph logic, the edge represents the user interaction. The user input triggers the next action of the chatbot. To create an edge, just drag the cursor from the node and drop anywhere on the board. Let’s see the edge type options available from the edge control panel:

  1. No input edge, as the name suggests, makes the chatbot move to the next specified conversational node without any user interaction.

  2. Freetext edge allows the user to enter some text. When selecting this option, the chatbot will display a text input bar. Please note that the user input bar is displayed only when the freetext edge type is selected.

  3. Button edge corresponds to a chatbot button. In a chatbot conversation there are often multiple buttons to pick from, which means that in the graph there can be multiple edges outcoming from the same node.

  4. Dropdown edge will display a dropdown list with multiple options to select from. This module is quite useful when there are more than 10 options to select from like a list of countries.

  5. Calendar edge will display a date picker to allow the user to select a date.

  6. Media edge will allow the user to upload media content such as images, documents or videos.

Freetext configuration

By default, Spixii chatbots don’t allow the user to enter a message. Very often conversational processes require user free input (e.g. enter name, telephone number etc.), so the CPA platform allows such feature at request. If you want to allow the user to send a message to the chatbot at a specific point of the conversation, freetext edge will allow you to do so. This means that the text input bar will appear just at the points of the conversation you will specify.

The freetext option is available from the edge control panel as the second item from left.

Free text input fields can result in bad data input when exposed to inexperienced insurance customers or policyholders. At the same time, they are often needed in many conversational processes.

To address such a challenge, Spixii added a basic input validation combined with informative placeholders to achieve a more accurate data gathering. This features help the user to understand what type of information they are expected to enter when interacting with the chatbot.

Through input type configuration, you can specify the type of input expected from the chatbot user whilst performing input validation. This means that if I ask a telephone number and the user enter some text, the input will be rejected with an error message.

There are four different types of input:

  1. Default, where no validation is applied

  2. Email, to capture email contacts (the chatbot will reject anything different from a syntax such as a@b.c)

  3. Telephone number, to capture telephone numbers (e.g. the chatbot will reject any input containing letters or with insufficient number of digits)

  4. Generic number, to capture numbers only (e.g. the chatbot will reject any input other than numbers)

On top of that, the CPA platform allows the customisation of placeholders, which means the customisation of the text displayed inside the chatbot’s free input bar. Such feature serves as to give clear guidelines and hints to the user. For example, when asking an email address, we can display as placeholder text your@email.com or Please enter your email address.

Button configuration

One of the main ways the conversational process unfolds is through selection of chatbot buttons on behalf of the user.

The button option is available from the edge control panel as the third item from left.

Adding icons to buttons

Together with the text of the chatbot button, it’s possible to visualise icons. Icons can enhance the button readability and also enhance brand expressivity. We suggest adding icons especially when having a wide selection of buttons displayed after a question (e.g. more than 4 buttons).

Adding hyperlinks to buttons

Each button can contain a unique hyperlink to a specific url. This option is sometimes used at the end of a conversational process. In order to add an hyperlink click on the hyperlink button (highlighted in red in the image below) and add the desired url in the input field that will appear on click.

Changing button settings

By default, all Spixii chatbot buttons are stacked buttons, which means visualised one on top of the other and attached to the chatbot message bubble 👇

Besides standard stacked buttons, CPA users can choose a different visualisation: matrix buttons, arranged in a matrix and detached from the chatbot message bubble 👇

It’s possible to change the visualisation setting from stacked buttons to matrix buttons for each question containing buttons. In order to do that, click on the Open button settings button available in the edge control panel.

Moreover, the CPA platform allows changing the visualisation order of buttons. In order to do so, just drag any button and drop it in the desired position. This option is available from the button settings sidebar for both matrix buttons and stacked buttons.

⚠️ Important note In order to make effective any change made through the button settings sidebar, make sure to click the Save button in the edge control panel. Any button configuration won’t be saved if walking away from the edge control panel without saving or clicking Cancel button.

For any set of matrix buttons, further customisation are available on the CPA platform for a maximum flexibility:

  1. Buttons width: You can have buttons that fit to size, with a width that varies according to their content, or buttons that have a fixed width in order to give uniformity in size, independently from their content.

  1. Inline or two lines: When buttons contain an icon, the layout can be arranged inline, with a smaller icon or on two lines with an increase icon size.

Media configuration

Within insurance, the exchange of media is quite common. For example, during a Claims FNOL policyholders are often asked to share some assets to help handlers to assess the claim.

Spixii chatbots allow users to upload media during the chat. Spixii Content Management System allow to securely manage the data exchange through a fully encrypted on transit and on rest.

The media upload feature is available from the edge control panel as the last item from left.

Through the media control panel the following configurations are available:

  1. The accepted type of media (one or more types) among images, videos and documents

  2. The maximum size per item, form 1 to 100 MB

  3. The maximum number of items, from 1 to 12

  4. The text of the confirmation and dismiss buttons that will appear in the chatbot to allow the user to select and submit media (with the option to remove the dismiss button)

The Spixii Content Management System accepts all types of media, including the most common:

⚠️ Important note

By default the media upload feature is not enabled in any new project. The first time a user will try to add the media upload module like described above (through the creation of an edge type: media), an alert window will appear with the option to automatically enable the feature at a project level.

In order to disable the media upload module for the entire project, please access the project settings from the workspace.