The Navigation bar can be found at the top of the Certainly Platform. In this article, we will explore the buttons of the Navigation bar as well as the Section drop-down menu.
Navigation bar functions
Note that clicking on the Certainly logo at the far left of the Navigation bar will take you to the platform homepage where you can view your current bots and create new ones. Below, you can see an overview of the rest of these Navigation bar functions:
- Name your chatbot
- Zoom in and out
- Undo and redo
- Help Center
- Your profile
- Changes to Navigation bar view
Name your chatbot
To the right of your chatbot's avatar, there's a placeholder where you can name your bot. To edit, click in this box, delete the placeholder, then type in your desired name. The name is internal, so it will only be visible to you and your team.
Zoom in and out
These two functions are useful when you need to zoom out within your canvas to get an overview of the entire structure of the bot or zoom in to find a specific Module or flow.
Undo and redo
These functions can be used if you want to undo an edit you have just made or restore an edit that you have undone.
As the name suggests, this button saves your changes. It’s important that you save often while working on your chatbot, and we recommend you save every time you add a new Module. Any time there are unsaved edits, the Save button will change from grey to red. Once your edits are saved, the button will change back to grey.
Note that when you save your changes, the platform does not automatically publish these to a live chatbot. For this to occur, you must also press "Publish".
Here you can test the communication flow of the chatbot. It’s nice to do this regularly to get a sense of the messages from the user's perspective, as well as see the timing of your messages in practice. You will need to save changes before you can test your newest edits; otherwise, you will only be testing the last saved version of the chatbot.
The testing feature includes a debugging function that allows you to gain insight into what Module Connections and Global Connections are being matched, which Webhooks are being fired, and whether the Webhooks were successful or not.
Additionally, the testing feature allows you to set some Initial Variables.
These variables allow you to define the value of a given variable with the purpose of testing how the flow of your chatbot would go if the variable was filled.
For example, in the screenshot below, we're filling the variable "first_name" with the value "Kevin". This allows us to simulate a conversation where the user's first name is "Kevin".
Another example that showcases the usefulness of setting Initial Variables is testing conversation flows that are dependent on channel-specific variables. This could be, for example, variables that are returned from using our <wh>Zendesk Chat Agent Availability Webhook Template.
Because Webhooks made from this Template will always fail if you don't fire them while you're in the Zendesk Widget, Initial Variables are useful here because we can force the availability of a certain department to be "true" by using the following code in the Initial Variables:
You'll want to keep in mind that after you save any edits you make to your chatbot, the platform does not automatically publish these changes to a chatbot that is live. Therefore, if your changes need to be pushed out to a live chatbot, you must also press "Publish". Once this is complete, you will see the following pop-up notification at the bottom of your canvas:
When you click on the question mark (?) symbol, a new tab will open in your browser taking you to our Help Center homepage. This will allow you to search for articles related to what you're working on in your bot or get in touch with our support team.
Hovering over the user profile icon at the far right side of the Navigation bar will activate a drop-down menu with two options. First, you can click on your username/email to be taken to your Profile Account page. Here, you can update your account information. The second option connected to the user profile icon allows you to easily log out of the platform.
Changes to Navigation bar view
Note that if your browser window is not maximized or you have changed the zoom settings of your browser, any of the "Zoom in / out", "Undo / Redo", "Save", "Test", and "Publish" buttons may be consolidated into a drop-down menu. In this case, a symbol of 3 vertical dots will be present instead, and hovering over the symbol will reveal these buttons, as seen here:
On the left side of the Navigation bar, you'll see a grid symbol. If you are currently in the Conversation Builder, where you can see the bot building canvas, this symbol will be accompanied by the words "Conversation Builder". When you hover over this part of the Navigation Bar, the Section menu will drop down. Below, we will provide an overview of each of the following items:
Clicking on "Bot List" will return you to the homepage of the Certainly platform. Here you can create new bots and access your existing bots.
The Webhook Builder is the place where you define the integrations that your bots may use. When you navigate here, you can create Webhooks from scratch, or you can start with a variety of Webhook Templates. Agencies can create Webhook Templates here, then assign Webhooks to the companies under their purview.
Conversational Web SDK
This takes you to a landing page that provides an overview of the Certainly Conversational Web SDK, which allows for real-time data and event exchange between websites and Certainly bots. You can see examples that showcase the function and benefit of the SDK, and be directed to additional relevant resources in our Help Center.
Explore a nontechnical version of the Conversational Web SDK article linked above.
This is a tool that allows you to push content to end users on Facebook Messenger based on segments you have created in Filters. You can learn more about this in our article "Broadcasting: Pushing content on Facebook".
The Inbox is an area of the Certainly platform where you can view conversations between your bot and the end users. This is great to get an overview of the user journey in your bot.
Once you have navigated to the Inbox, you can select the bot you'd like to pull this information from, then filter your search by date or conversation ID. Clicking on the resulting conversations will enable you to see the messages.
In Message Reports, you can get an overview of the written input that the bot has received. It is also possible to download a CSV file with all the messages. This can be especially useful if your bot allows a lot of freely written text, so you can gain insights into how your customers communicate with the chatbot, information you can use to continuously improve your bot.
Check out some best practices for reporting.
Here you can view data from where you have added Key Performance Indicator (KPI) tags to your chatbot flow. This allows you to get a sense of, for example, how many people engage with your bot, how often users are handed over to a human agent, or what type of input your bot does not understand. Read more about how this works in our article "Track predefined KPIs with Certainly's KPI Reports".
Filters is a tool you can use to create segments with the end users of your chatbot, which is great for campaigns. It can also be used to gather information about your end user, which you can use outside of the bot (though you should always ask for permission to do this).