Creating Bot Definitions

Create Bot Definitions in PeopleSoft to create chatbot clients in PeopleSoft for the Skills created in ODA.

Page Name

Definition Name

Usage

Bot Definition Page

EOCB_BOTSRCH_FL

Search or view the list of available bot definitions.

Add Bot Definition Page

EOCB_ADDBOTDEFN_FL

Add a Bot ID.

Maintain Bot Definition Page

EOCB_BOTDEFN_FL

Configure the Bot ID.

Maintain Branding Template Page

EOCB_BRNDTMPL_FL

Configure the branding for the Bot ID.

Use the Bot Definition page (EOCB_BOTSRCH_FL) to view, edit or add a new bot definition.

Navigation:

Enterprise Components > Chatbot Configurations > Chatbot Definitions

Bot Definitions Page

 Bot Definitions page

Field or Control

Description

Default Branding Template

Choose the default branding template for the chatbots.

ODA Server URI

Enter the Uniform Resource Identifier of your ODA instance.

The Bot Definitions page lists all the chatbots.

Use the Add button to add a new bot definition.

Use the Edit button corresponding to a bot to edit the bot definition.

Use the Delete button corresponding to a bot to delete the bot definition.

Use the Add Bot Definition page (EOCB_ADDBOTDEFN_FL) to add a new Bot Definition. To access this page, click the Add button on the Bot Definition page.

Add Bot Definition page

 Add Bot Definition page

Once the Bot Definition name is added, use the maintain Bot Definition page (EOCB_BOTDEFN_FL) to configure the bot definition.

Maintain Bot Definition page

 Maintain Bot Definition page

Field or Control

Description

Field

Description

Bot name

Name of the Bot

Bot Channel ID

Enter the Channel ID of the corresponding channel which routes chat request either to Skill or a Digital Assistant in ODA. For more details, see Creating the Web Channel

Bot Type

Choose how the bot client needs to be rendered. Available types are:

  • Web Based; This will render the chat client as a modal window

  • Widget; This will render the chat client as a widget at the bottom of the screen

  • Both; This enables the chat client to be rendered in both Web and Widget formats.

Branding Template

Choose the Branding template for the bot.

Business Name

Name of the Bot as it appears to users.

Business Icon

Choose the icon for the bot

Role Name

Add the user roles that should have access to the bot.

Use the Maintain Branding Template page (EOCB_BRNDTMPL_FL) to control the branding aspects of the bot definition, such as color scheme, initial greeting, attachments, and other behaviors.

Maintain Branding Template page.

 Maintain Branding Template page

Field or Control

Description

Template Name

Enter a name for the template.

Custom Properties

Choose the custom properties for the bot available from ODA to customize the digital assistant layout, color and icons. In the Name filed, enter the appropriate name reference listed in the ODA documentation to set the custom property.

Use the botButtonIcon custom property to update the icon associated with the digital assistant. PeopleSoft delivers these icons:

  • PS_CHATBOTICON_1_L_FL

  • PS_CHATBOTICON_2_L_FL

  • PS_CHATBOTICON_3_L_FL

  • PS_CHATBOTICON_4_L_FL

Custom Text

PeopleSoft provisions custom text to overwrite the custom texts provided by default by ODA. The overriding text is created as a message catalog entry. The message catalog entry is assigned to the custom text key value.

Choose the appropriate Custom Text references available in the ODA documentation to configure the default text that is displayed in the chat client.