10. How to design bots

Designing a chatbot in Workmaster allows you to automate user interactions, provide instant assistance, and guide users through various tasks in your app. With Workmaster, creating a smart, no-code chatbot is a simple and intuitive process, allowing you to integrate it seamlessly with your app’s data without needing to write a single line of code.

In this guide, we’ll walk you through the key functionality of chatbots and how to get started with designing them in Workmaster.

Key Features of Workmaster Chatbots

1. Training a Bot Train your chatbot by feeding examples and responses. This enables the bot to interact intelligently with users.

2. Instructions Program the chatbot to define how it should respond to users or perform specific actions.

3. Data Objects Allow your chatbot to interact with the app’s Data Objects to retrieve or update information, creating personalized experiences for users.

4. Actions from Bots Set up bot commands that trigger app rules, updates, or navigation. These actions enable the chatbot to perform tasks within the app, such as submitting forms or navigating between pages.

Bot Lifecycle

The lifecycle of a Workmaster chatbot follows these stages:

1. Inactive: The bot is created but not yet published or activated.

2. Published: The bot is published and ready to be tested.

3. Active: The bot is live and fully operational, responding to user interactions.

For detailed instructions on building, testing, and deploying your chatbot, refer to the Bot Section.

To reinforce your understanding of designing bots in Workmaster, we highly encourage you to complete Exercise 10: Attaching a Chatbot to the Shopping App.