By importing this .zip file trigger into your conversation in UI Builder, customers can trigger a workflow to request the phone number of one of your departments. If the customer would like, they can be transferred to the department agent.

EXPORT/IMPORT TRIGGER INSTRUCTIONS

1. Click on the trigger .zip file at the bottom of this page to download

2. In UI Builder find and select the 3 dots to the right of “zammostartingbot”

   

3. In UI Builder select, “Import a trigger”

   

4. Select the trigger .zip file you wish to import

   

SPECIAL INSTRUCTIONS FOR THIS .ZIP FILE

• We have included 5 potential trigger phrases, but we suggest that you edit and add others relevant to your business and use case.
• The 5 trigger phrases that we have included are shown below. You will want to ensure that you don’t have any conflicting trigger phrases or Q&A as this would cause an error in the NLU resulting in a “Not Understood” response.
  1. What is your phone number?
  2. Can I speak with someone at the bank?
  3. How do I contact you?
  4. I would like to speak with someone about my account.
  5. Who do I speak with regarding my account?
• You will notice that this trigger references another dialog called dialogDepartmentAgent. If you intend to keep this portion of the dialog, you will also need to upload dialogDepartmentAgent (found HERE) or create new dialogs with those specific names.

.ZIP FILE

Financial Services Use Cases_trigger_intentNumber_export.zip