Sign up / Sign in

  1. Sign into your Alli account. If you don’t have an account, create your account here.
  2. Once you are signed in, you will arrive at the Campaign page in the dashboard.
  3. If your project is under finance, insurance, e-commerce, telecom, you’ll see three campaigns already created for you which you can take some time and explore.

Create a Campaign

Campaign holds three key components that run your chatbots: chatflow, placement targeting, and user targeting.  Placement and user targeting are optional and you can leave them blank, but chatflow is what you need to set up at the minimum to run your chatbot. You can use one of the campaigns we pre-created for you when you signed up or you can create your own. When you create a campaign, you automatically create a blank chatflow.

  1. To create a campaign, Start by clicking on the ’+’ button to create a new campaign. Select ‘Blank’ in the template.
    image16-1
  2. The new campaign you created should show up on the list in the left panel with the name ‘New Campaign …’ and already open on the right side. You can rename the campaign by clicking on the name field at the top.
    image3-4
  3. You can click ‘Add’ to specify the placement to trigger the campaign to show the chatflow. Placement is a place on your website or app, such as LANDING for the landing page. If no placement is specified, the campaign will run on all pages on your website.
    image2-6
  4. You can specify the placement name in your website or app when you call our SDK; or call placements dynamically by setting the conditions in the campaign. For example, you want to show chatbot on all the pages you have prefixed “shopping” in their placement name:
    image12-1
  5. You can specify the users to target, such as their profile, behaviors or other custom user variables you. For example, you can targeting users who have spent over $10,000. However, this is an optional setting so let’s skip user targeting for now until we have more user data in the account.
    image10-1
  6. The most important part is creating the chatflow. We need to create a chatflow for this campaign by clicking the Chat Flow tab.
    image14
  7. You will be taken to the chatflow of your campaign.
  8. Start creating your chatflow!

Chatflow

  1. Every chatbot starts with a message. Create a message node by clicking on the Message icon in the menu bar at the bottom.
    image17
  2. A Message node will show up in the chatflow. Click the edit icon to enter a message like “How can I help you?” Click Apply when you are done.
    image4-3
  3. Drag to connect your message node to the Start node. Click Save at the top right corner and you have your first chatflow!
    image1-8
  4. There are many other features in the menu bar available for your chatflow
    image15-1
  5. You can choose to send users a text or image message. For text messages, you can also start a back-and-forth conversation with users by checking the Add Answers box and select button or text answers.
  6. Let’s set up a text message ‘Are you interested in hearing about our annual sale?’ and solicit a Yes/No answer from the users. Each answer can also connect to other message blocks to create a flow.
    image7-1
  7. Click Preview to test your chatflow
    image5-5
  8. Make sure you Apply and Save your changes. Go back to the Campaign dashboard.
    image11-1

SDK Integration

  1. You will need to integrate the SDK for the chat interface to appear on your website or app. Please follow the integration guide for the platform you wish to use Alli:
    1. Javascript SDK integration for web
    2. iOS SDK integration
    3. Android SDK integration
  2. Once the SDK is integrated, go back to the dashboard and turn on the campaign. You should see Alli chatbot when you navigate to the targeted placement.

Server-to-Server Integration for Targeting

If you want to target customers such as those who have complained more than 2 times, you can send these information to Alli server using server to server integration.

  1. First, you need to create the custom user variable in https://www.alli.ai/settings/variables. In this example, claim_count.
    image6-3
  2. Second, when the event happens in your server, please send the event through our S2S API. Please replace API-KEY with your own API-KEY and USER-ID with your own user-id.
curl https://backend.alli.ai/s2s/user \
 -H "API-KEY: {API-KEY}" \
 -d '{"user_id": "USER-ID", "claim_count": CLAIM-COUNT}'
  1. To get the API KEY: https://www.alli.ai/settings
  2. You can find the updated user data in https://www.alli.ai/customers.
  3. These user variables such as @CLAIM_COUNT can be used in User Targeting and in the chatflows to personalize the conversation experience.