To get you ready to create your own chatbot, we've created a video series that gives you a brief overview of the Certainly Platform and its functions. Please note that while the video may display a previous version of the platform, the content in the article below reflects the most recent updates. You can check it out here:
Once you understand the basics of the Certainly Platform, you're ready to build your bot! When you first enter the platform to create your new chatbot, you can choose between four different options, as shown here:
Feel free to test all four to determine which best suits your needs. Below, we will provide a brief overview of the different functionalities each bot type offers.
- Basic E-Commerce Bot Template
- Basic Zendesk Bot Template
- Basic Support Bot Template
- Do It Yourself Bot
Whichever bot type you choose, know that there are many resources in our Help Center to assist you in every stage of your bot-building journey, and our Customer Success team is never more than a few clicks away!
Basic E-Commerce Bot Template
The Basic E-Commerce Bot Template is designed for ecommerce businesses who want a head start on building their chatbot.
In addition to the essential support content included in the Basic Support Bot Template, this option also includes ecommerce-related content. A bot built from this template will be capable of answering ecommerce FAQs, linking to human support, integrating with third-party systems to access additional information, and more.
Learn more about the Basic E-Commerce Bot and how to use this template.
Basic Zendesk Bot Template
If you’re looking to launch your bot on the Zendesk channel as quickly as possible, the Basic Zendesk Bot Template is for you.
A bot created from this template will search your Help Center for relevant articles based on end user questions and offer support through tickets or chat. It can also, amongst other functionalities, measure CSAT and facilitate the handover process.
Dive deeper into the Basic Zendesk Bot and how to use this template.
Basic Support Bot Template
The Basic Support Bot Template is one of the easiest solutions for your chatbot project.
A bot built from this template will incorporate contextual information gathered from end user input to guide the end user through a process. The Basic Support Bot will answer FAQs, identify end user needs, connect to human support, and integrate with third-party systems to gain more valuable information.
This is a great option for reducing time spent on creating communication flows, as they have already been made for you. These flows should be seen as a suggestion of how to use the chatbot, but they can easily be changed to better suit your needs.
Read more about the Basic Support Bot and how to use this template.
Do It Yourself (DIY) Bot
The ability to create a Do It Yourself (DIY) Bot allows for endless bot types and use cases, and it enables you to build a bot that meets your specific expectations and goals.
The DIY Bot only contains one Module titled <md>Starting module, which means you can build your bot from scratch. Though more time-consuming, this is a great option if you already have a clear idea of how to design the chatbot flow, or you are working on a big chatbot and the Basic Support Bot does not cover your needs.
It’s also possible to work in a CSV file from a template. You can access this via the “Template” button in the right sidebar menu, then click “Download Template”. When using Excel, be sure to import the CSV file so the contents will display properly. Once you have created your Modules using the template, you can import them into the bot-building canvas by again clicking “Template” in the right sidebar menu, then pressing the red “Upload” button.