By importing this .zip file trigger into your conversation in UI Builder, customers can trigger a workflow to be sent a new credit card by mail.

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. I need my credit card replaced.
  2. I lost my credit card.
  3. Can I get my credit card replaced?
  4. How do I get a new credit card?
  5. My credit card is missing.
• In this trigger, you will see that there is an API call required to locate and verify the user’s account. We have indicated this with a note, but you will need to build out that API connection. Instructions on how to do that can be found HERE.

.ZIP FILE

Financial Services Use Cases_trigger_intentReplace_export.zip