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Create a Cloud Platform project

In this page we explain how to create a Dialogflow project and obtain all the information necessary to configure the Cally Square block and the application for the Chat, SMS, Openchannel and WhatsApp Connector channels.

Preliminary Steps

For example, you can let a chat or an open channel interaction be managed by a Bot (according to Intents, Entities and Fallback Rules defined on Dialogflow) and make your Agent chime in conversation only when needed.

Configure Google Cloud

Create a Cloud Platform Project

Open Google Cloud Platform and enable Dialogflow API for your project and in order to configure DialogflowV2 application, you need to generate a Service Account.

You need to create a project in Google Cloud platform as described in this documentation. In Dialogflow console, you need also to create an agent: to do this follow this documentation.

Info

After your agent is created you will be able to retrieve the API Keys to be used in the XCALLY Dialogflow application.

[Remember to enable billing for your the project as described here].

Enable Dialogflow API

Open Google Cloud Platform and enable Dialogflow API for your project.

Set up a Service Account

In order to configure DialogflowV2 application, you need to generate a Service Account.

From the Service account list, select New service account:

  • In the Service account name field, enter a name.
  • From the Role list, select Project > Owner.

  • Click Create. A JSON file that contains your key downloads to your computer.

Create a Dialogflow agent

As last step in Dialogflow console, you need to create an agent: to do this follow this documentation.

Dialogflow Key

From the Service account list, select New service account (defining a name) or choose a creating project and go on Service Accounts section

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Choose a project

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Keys section to create new keys

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You can select key type for the private key (among JSON and P12 type)

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By selecting JSON, the system downloads JSON file on computer with information to insert on configuration

In fact by opening the JSON file you can copy from here (without apices):

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  • Project ID

  • Client email

  • Private Key

This fields will be inserted in XCALLY Block configuration

Configure XCALLY Motion application

In this chapter you will find out how to use the account created in the previous steps.

Cally Square block configuration

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  • Project ID: copy and paste the Project ID value from Dialogflow Agent settings described before

  • Client Email: client_email property in the JSON file

  • Private Key: private_key property in the JSON file

  • Language: agent language

Omni channel application configuration

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  • Project ID: copy and paste the Project ID value from Dialogflow Agent settings
  • Client Email: client_email property in the JSON file
  • Private Key: private_key property in the JSON file
  • Language: agent language
    • Welcome Message (optional)

    From Advanced section you can copy website script to add it on website.

    Dialogflow API Keys

    Insert your Dialogflow Client access token inside the XCALLY Dialogflow application Key field:

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    Dialogflow Intents

    • After the agent is created, you can proceed with your Intent creation on Dialogflow account (explore official documentation): basically intents define the expected customer questions (named Training phrases) and related Bot answers (Text responses).
      So based on customer phrases, the bot will answer in a different way.

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    Dialogflow Intents - Image

    XCALLY supports image as Dialogflow Intents Response.

    • From Dialogflow Menu, select Intents

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    • Add Slack as Response Integration

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    • Choose Image as Slack Response

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    • Moreover remember to set on Dialogflow the intent "end of conversation", that will be considered as the end of the customer-bot interaction before to end the session or connect the customer to an agent, according to your action flow rules.

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    For example after end of conversation intent, dialogflowV2 is considered ended and action goes on on next application (e.g. Queue so interaction goes to agent management).

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    The agent will take the bot place from that moment on and open the whole interaction history.

    • It’s possible to create a Default Fallback Intent (explore here documentation), so if customer asks for something not present in created intents, the system answers with Default fallback e.g. “I didn't get that. Can you say it again?”

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