Introduction to Chatbots
The Cosmos release introduces support for chatbots in Live Assist for Dynamics 365. Using the APIs and SDKs that come with Live Assist for 365 you will be able to get up and running with chatbots in no time at all, whether you are writing a chatbot for the first time or already have a chatbot and are looking to add the Live Assist to improve customer engagements.
Choosing how to integrate your chatbot with Live Assist for Dynamics 365
We provide two ways for you to integrate chatbots and the one you choose will depend on a number of different factors.
- The Bot Agent Connector allows your bot to act as an agent. You get all the benefits of the simple web and mobile integration of Live Assist while allowing bots to handle the chats. In the current release we have support for bots running in the Microsoft Bot Framework and plan to add further frameworks in the future.
The table below outlines the capabilities of these two models.
|Category||Bot Agent Connector (Bot As An Agent)||Bot Escalation SDK (Bot As An Enabler)|
|Your existing investment in Chatbots||
In this case you may be best off with the agent connector - it allows you to keep the same easy way to configure how customers can chat with you.
|Works with the Mobile SDK||Yes||No|
|Campaign configuration in the Engagement Portal||Yes||No|
|Support for other clients (e.g.Facebook Messenger, Skype)||Not yet, will be added in the future||Any client supported by your chosen bot framework|
|Supervisor visibility||Fully integrated into Live Assist, supervisors can see all chat queue including those serviced by bots.||Supervisors have no visibility of chats before escalation|
|Pre-Post Chat Surveys||Configure through the Engagement Portal||Create your own using your bot|
|Once the chat is transferred to a human, is co-browse supported?||Yes, the agent simply clicks on the co-browse button and the visitor will then click to accept and the co-browse will start||Yes, however because the client (e.g. Facebook Messenger) will not have the Live Assist code embedded you will need to make use of the short code feature we will shortly be adding to Live Assist for Dynamics 365.|
|Pricing||The two models employ different pricing models. Please contact us for more information.|
Bot Agent Connector
With this model, Live Assist is in the path from the start of the engagement with the customer. The customer will either be using a web page enabled with the Live Assist drop-in tag or a mobile application enabled with our mobile SDK. In the diagram below you can see that the chat is routed through Live Assist for Microsoft Dynamics 365 ('LA for 365') where the skills-based routing is configured to route the chat to a skill serviced by a bot. At some point the bot determines the chat should be transferred to a human agent.
Currently, only bots from Microsoft’s Bot Framework are supported when using the Bot Agent Connector. See https://dev.botframework.com/.
To get started see our walk through guide - which will take you through creating your first bot and then connecting it to Live Assist for Dynamics 365.
Bot Escalation SDK
This model allows an existing bot (from any platform) to integrate with Live Assist for Microsoft Dynamics 365. Engagements are not managed by Live Assist and Chats are routed through to Live Assist having been through the Bot and they continue to go through the platform the bot resides in. A bot can decide to escalate a visitor it is currently chatting with to an agent in Live Assist. An SDK is used to do this and afterwards the bot is used as a relay between the visitor and the agent.