Creating Global Chatbots

This topic discusses creating and configuring global chatbots.

Note: This feature is currently only used by the FSCM and HCM products.

Page Name

Definition Name

Usage

Global Chatbot Configuration Page

EOCB_SKILLSRCH_FL

View, edit, or add global chatbot definitions. You can also activate or delete global chatbot definitions from this page.

Global Chatbot Configuration - Bot Definition Page

EOCB_BOTCFG_FL

View, edit, or add chatbot definitions.

Add Bot Definition Page

EOCB_BOTDEFN_FL

Add a new chatbot, which can be configured as a skill or digital assistant.

Global Chatbot Configuration - Global Settings Page

EOCB_GLBL_STTNG_FL

Select a chatbot to serve as a global chatbot and associate it with a PeopleSoft portal. You can also define conditional display requirements for the global chatbot.

Global Chatbot Configuration - Override Settings Page

EOCB_OVRRDE_CMP_FL

View existing global chatbot overrides for a component, add new overrides, or clone overrides.

Add Override Settings Page

EOCB_CMP_OVRD_FL

Hide the global chatbot from a component or override it with a different chatbot.

Add Chatbot Parameters Page

EOCB_OVRD_MAP_SCF

Define the conditions or order in which the chatbot displays, when overriding or restricting the global chatbot from a component.

Clone Component Overrides Page

EOCB_CLON_COMP_SCF

Clone component override settings from an existing chatbot.

The Global Chatbot Configuration component enables you to create a chatbot that is visible across all components within a PeopleSoft portal.

You can configure global chatbots to be a skill or a digital assistant. Once the global chatbot definition is complete, simply enable the chatbot and the event mapping configuration is automatically created for all components in the portal.

The Global Chatbot Configuration component also provides you with several methods to fine-tune global visibility and access:

  • Limit access by user role.

  • Limit visibility using conditional display parameters.

  • Limit visibility by hiding the global chatbot from specific components.

  • Override the global chatbot with a different chatbot on specific components.

Steps to Create a Global Chatbot

Follow these steps to create a global chatbot:

  1. Add a new chatbot definition and define access privileges by user role using the Global Chatbot Configuration - Bot Definition Page and Add Bot Definition Page. You can configure the chatbot as a skill or digital assistant.

  2. Configure the chatbot to serve as a global chatbot and associate it with a PeopleSoft portal using the Global Chatbot Configuration Activity Guide. The Global Chatbot Configuration - Global Settings Page represents first step of the activity guide.

  3. (Optional) Define conditional display requirements for the global chatbot using the Global Chatbot Configuration - Global Settings Page.

  4. (Optional) Define settings to hide the global chatbot from a component or override it with a different chatbot using the Global Chatbot Configuration - Override Settings Page and Add Override Settings Page.

  5. Enable the global chatbot using the Global Chatbot Configuration Page.

Use the Global Chatbot Configuration page (EOCB_SKILLSRCH_FL) to view, edit, or add global chatbot definitions. You can also activate or delete global chatbot definitions from this page.

Navigation:

Enterprise Components > Chatbot Configurations > Global Chatbot Configuration

This example illustrates the fields and controls on the Global Chatbot Configuration page.

Global Chatbot Configuration page

Field or Control

Description

Default Branding Template

Select the default branding template for the global chatbot.

Branding templates control the chatbot color scheme, initial greeting, attachments, and other behaviors.

Define branding templates using the Maintain Branding Template Page.

ODA Server URI

Enter the Uniform Resource Identifier of your Oracle Digital Assistant instance.

Add

Select this button to access the first step of the Global Chatbot Configuration Activity Guide (Global Chatbot Configuration - Bot Definition Page) and create a new global chatbot.

Bot Identifier

Displays the ID of the global chatbot definition.

Description

Displays the description of the global chatbot definition.

Portal

Displays the PeopleSoft portal associated with the global chatbot.

Only one portal can be associated with the global chatbot. You specify the portal for the global chatbot using the Global Chatbot Configuration - Global Settings Page.

Enabled

Enable or disable the global chatbot definition.

Select Yes to enable the global chatbot across the portal. When you save the transaction, the event mapping configuration is automatically created for all components in the portal. The global chatbot is visible across all components within the portal.

Note: You can only activate or deactivate a global chatbot definition from this page.

Update

Select to access the Global Chatbot Configuration - Bot Definition Page and update a global chatbot definition.

Delete

Select to delete an existing global chatbot definition.

Save

Select to save changes to global chatbot definitions.

Use the Global Chatbot Configuration - Bot Definition page (EOCB_BOTCFG_FL) to view, edit, or add chatbot definitions.

Navigation:

Enterprise Components > Chatbot Configurations > Global Chatbot Configuration > Select the Add button

Enterprise Components > Chatbot Configurations > Global Chatbot Configuration > Select the Update button for an existing chatbot definition

This example illustrates the fields and controls on the Global Chatbot Configuration - Bot Definition page.

Global Chatbot Configuration - Bot Definition page

Field or Control

Description

Add

Select to access the Add Bot Definition Page and add a new chatbot.

Bot ID

Displays the ID of the chatbot.

Bot Name

Displays the name of the chatbot.

Bot Type

Displays the format in which the chatbot client is rendered. Values are: Web Based, Widget, or Both.

This value is defined on the Add Bot Definition Page.

Edit

Select to access the Edit Bot Definition page and edit the chatbot definition.

See Add Bot Definition Page

Delete

Select to delete an existing chatbot.

Note: Deletions are not final until you save the transaction.

Next

Select to advance to the next step of global chatbot configuration, the Global Chatbot Configuration - Global Settings Page.

Use the Add Bot Definition page (EOCB_BOTDEFN_FL) to add a new chatbot, which can be configured as a skill or digital assistant.

Navigation:

Select the Add button on the Global Chatbot Configuration - Bot Definition Page.

This example illustrates the fields and controls on the Add Bot Definition page.

 Add Bot Definition page

Field or Control

Description

Bot Identifier

Enter the ID of the chatbot.

Bot Name

Enter the name of the chatbot.

Bot Channel ID

Enter the ID of the channel you want to use to route a chat request to an ODA skill or Digital Assistant.

For more details, see Creating the Web Channel.

Bot Type

Select the format in which the chatbot client is rendered. Available types are:

  • Web Based - Renders the chat client as a tile.

  • Widget - Renders the chat client as a widget at the bottom of the screen

  • Both - Renders the chat client in web and widget formats.

Branding Template

Select a branding template for the chatbot.

Branding templates control the chatbot color scheme, initial greeting, attachments, and other behaviors.

Define branding templates using the Maintain Branding Template Page.

Business Name

Enter a name for the chatbot. The name you specify appears to users on the chatbot client.

Business Icon

Select an icon for the chatbot. The chatbot client takes the form of the icon you specify.

Role Name

Select user roles that can access the chatbot.

Use the Global Chatbot Configuration - Global Settings page (EOCB_GLBL_STTNG_FL) to select a chatbot to serve as a global chatbot, and associate it with a PeopleSoft portal. You can also define conditional display requirements for the global chatbot.

Navigation:

Select the Next button on the Global Chatbot Configuration - Bot Definition Page.

This example illustrates the fields and controls on the Global Chatbot Configuration - Global Settings page.

 Global Chatbot Configuration - Global Settings page

Global Settings

Field or Control

Description

Bot Name

Select a chatbot to serve as a global chatbot.

A global chatbot is visible across all components within a PeopleSoft portal.

Portal

Select a PeopleSoft portal to associate with the global chatbot.

A global chatbot can only be associated with one portal.

Conditional Display

Use this section to define conditional display requirements for the global chatbot. That is, you can prevent the global chatbot from displaying unless certain conditions are met. This section is useful when you want to restrict the global chatbot from many components. If you want to restrict the global chatbot from only a few components, you can do so here, but the Global Chatbot Configuration - Override Settings Page may be more convenient.

Note: This section is optional.

Field or Control

Description

Package Name

Select the PeopleTools application package related to your conditional display requirement.

Path

Select the path (location) of the PeopleTools Application Class related to your conditional display requirement.

Class ID

Select the PeopleTools Application Class related to your conditional display requirement.

Method

Select the application class method related to your conditional display requirement.

The method should return a True or False value. A value of True indicates that the global chatbot should display. A value of False indicates that the global chatbot should not display.

Use the Global Chatbot Configuration - Override Settings page (EOCB_OVRRDE_CMP_FL) to view existing global chatbot overrides for a component, add new overrides, or clone overrides.

Navigation:

Select the Next button on the Global Chatbot Configuration - Global Settings Page.

This example illustrates the fields and controls on the Global Chatbot Configuration - Override Settings page.

Global Chatbot Configuration - Override Settings page

Field or Control

Description

Bot Name

Displays the global chatbot.

Portal

Displays the PeopleSoft Portal associated with the global chatbot.

Add

Select to access the Add Override Settings Page and hide the global chatbot or override it with a different chatbot.

Clone

Select to access the Clone Component Overrides Page and clone component override settings from an existing chatbot.

Component

Displays the PeopleSoft component that has override settings defined for it.

Market

Displays the market in which the component is registered (for example, Global).

Override Status

Displays the override status for the component.

Overriding Bot

Displays the chatbot that overrides the global chatbot.

Edit

Select to access the Edit Override Settings page and edit the override settings for the component.

See Add Override Settings Page.

Delete

Select to delete an existing global chatbot override.

Note: Deletions are not final until you save the transaction.

Note: Once you implement global chatbot functionality, use this page exclusively to manage associated bots and override settings. The system automatically disables the Enable Chatbot toggle on the Component Mapping Page.

Use the Add Override Settings page (EOCB_CMP_OVRD_FL) to hide the global chatbot from a component or override it with a different chatbot. This page is useful when you want to override or restrict the global chatbot for only a few components.

Navigation:

Select the Add button on the Global Chatbot Configuration - Override Settings Page.

This example illustrates the fields and controls on the Add Override Settings page.

Add Override Settings page

Field or Control

Description

Bot Name

Displays the name of the global chatbot.

Portal

Displays the portal associated with the global chatbot.

Component

Select the component for which you want to override the global chatbot.

Market

Displays the market in which the component is registered.

Appearance (Override or Hide)

Select Override to override the global chatbot with a different chatbot on the specified component.

Select Hide to hide the global chatbot on the specified component.

Order

When multiple chatbots are associated with the component, enter a numeric value to indicate the sequence in which the chatbots are displayed to a user.

If the user has access to the chatbot with the lower numeric value, and conditional display criteria for the chatbot is satisfied, the chatbot displays for the user.

If the user does not have access to the chatbot with the lower numeric value, or conditional display criteria for the chatbot is not satisfied, the system evaluates the subsequent chatbot in the sequence. If user access and conditional display conditions are satisfied for the subsequent chatbot, the chatbot displays for the user.

Conditional display and contextual parameters are defined on the Add Chatbot Parameters Page.

Bot Name

Select the chatbot you want to override the global chatbot.

Add Details

Select to access the Add Chatbot Parameters Page and define the conditions or order in which the chatbot displays.

Use the Add Chatbot Parameters page (EOCB_OVRD_MAP_SCF) to define the conditions or order in which the chatbot displays, when overriding or restricting the global chatbot from a component.

Navigation:

Select the Add Details link on the Add Override Settings Page.

This example illustrates the fields and controls on the Add Chatbot Parameters page.

Add Chatbot Parameters page

Use the Clone Component Overrides page (EOCB_CLON_COMP_SCF) to clone component override settings from an existing chatbot.

Navigation:

Select the Clone button on the Global Chatbot Configuration - Override Settings Page.

This example illustrates the fields and controls on the Clone Component Overrides page.

Clone Component Overrides page

Field or Control

Description

Copy From

Select an existing chatbot to clone component override settings from it.

Bot Name

Displays the name of the chatbot.

Summary

Displays a summary of the chatbot.