How to deploy a Chatbot using Rasa/DialogFlow with agent handoff?

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How to deploy a bot using Rasa/DialogFlow and agent handoff for Facebook?

Now in this part, we will show you how to connect chatwoot to your different communicating apps. We will immediately begin with Facebook.

Step 1: First, head on to your chatwoot dashboard, go to settings->inboxes and click on add inbox, then click on Facebook.

Step 2: Then click on continue with Facebook

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Step 3: Enter the necessary information, then click on connect. A window will open asking you if you want to continue on Facebook. Accept and continue

Step 4: In the next window, choose the page you wish to use with chatwoot, then click on next.

\n Step 5: You will be asked to give permissions to chatwoot in the next window that appears.

Step 6: You will be asked to give permissions to chatwoot in the next window that appears. Activate the permissions you wish to grant to chatwoot, then click on okay.

Step 7: That's it; you have successfully added chatwoot to your Facebook page. Now you can receive and send messages via chatwoot and even deploy a bot that can hand off a conversation to another agent.

So go back to your chatwoot dashboard, select a page, provide the inbox name, and click on create.

Step 8: Add an agent and continue.

That's it; you can now engage in a deep and strong relationship with your customers.

If you want to hand off a conversation from a bot to an agent, then go to settings -> inboxes -> channel settings, then setting to auto-assign to disable. Now when a user sends a message, an agent will manage the conversion instead of the bot.

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How to deploy a bot using Rasa/DialogFlow and agent handoff for Whatsapp?

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Step1: Click on add button from settings->inboxes pages and click on the Twilio icon.

Step 2: Next, fill the fields in this window with the appropriate information. Note that you need to create a Twilio account because you will need to provide your Twilio Account ID and Account Token. This is a quick guide on how to create a Twilio account.

Step 3: Then add an agent.

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Step 4: If you get the following screen, then your setup is good. Now copy the URL here, head on to Twilio and configure the message callback.

Step 5: So login to your Twilio console, navigate to programmable messages -> senders -> WhatsApp sender and click on signup to request access.

Step 6: Fill the form and click on request access.

If your request is granted, you will be able to see your phone number. Click on it, and it will display a field like the one shown below.

https://app.chatwoot.com/twilio/callback

Step 8: Lastly, if you want to hand off a conversation to an agent, then head to settings->inboxes and disable auto-assign and edit agent.

From here on, you can start receiving messages from the WhatsApp channel in your chatwoot dashboard.

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How to deploy a bot using Rasa/DialogFlow and agent handoff for Twilio SMS?

If you are instead configuring an SMS instead of a WhatsApp channel, then follow the same steps as above but choose SMS in the place of the WhatsApp channel and also, you won't need to configure a callback URL. You will start receiving messages in your dashboard whenever a customer sends you one.

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How to deploy a bot using Rasa/DialogFlow and agent handoff for Twitter?

It's quite similar to the previous steps, so let's work you through quickly.

Step 1: Click on Add Inbox button from Settings -> Inboxes page.

Step 2. Click on the Twitter icon.

Step 3. Click on the Sign in with Twitter button.

\n Step 4. You will be redirected to Twitter. Click on Authorize app button.

Step 5. Add agents to your website inbox.

Step 6. Great! You have successfully created a Twitter inbox. Now you will be able to manage Twitter DMs and tweets mentioning you in the Chatwoot Inbox.

Step 7. If you want to update the agents who have access to the inbox, you can go to Settings > Inboxes, disable auto-assign and add or remove an agent.

We have come to the end of our tutorial hope everyone could set up everything well and that everything went as expected. Don't hesitate to write to us if you have any inquiries. Lastly, if you are curious about other open-source projects, I guess you should check our projects. Equally, don't hesitate to read and learn more about us through our discussion channel.

Hope to bring more contribution in another wonderful article about open-source platforms. Stay up to date with us and get the best open-source experience as long as it looks like with our open-source community.

Chatbot Integration | Add bot to live chat using Rasa, DialogFlow with Agent Handover using Chatwoot! 🤖

Kevine Nzapdi