Managing a chatbot

Chatbots are where you use your intents and knowledge base. It’s also where you create bot flows, which are the guided paths you build to answer questions and bring in your data via APIs and scripts.

Once a chatbot is added, you can connect it to an intent domain and knowledge base, and adjust the control options for each.

This article covers:

• How to add a chatbot
• How to edit or delete a chatbot
• How to connect a chatbot to intent domain
• How to connect a chatbot to a knowledge base
• How to publish a chatbot

Prerequisites for creating a chatbot

• Account owner or admin privileges; or relevant role/privilege
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license

How to add a chatbot

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. In the Chatbots tab, click Add Chatbot.
4. In the Add Chatbot dialog box, specify the following:
   • Name: Enter a display name to help identify the chatbot.
   • Description (Optional): Enter a description for the domain.
   • Language: Select a language from the drop-down menu.
5. Click Add.

How to edit or delete a chatbot

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. Click the Chatbots tab.
4. To the right of the chatbot you want to edit, click the ellipses icon and then select one of the options:
   • Edit: Edit the chatbot’s name or description.
   • Delete: Delete the chatbot.

How to connect a chatbot to intent domain

You can choose which intents your chatbot should use by connecting it to a specific intent domain. This is useful if you have only certain intents you’d like a specific chatbot to use.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. Click the chatbot you’d like to connect to the intent domain.
4. In the Settings tab under the Intent Settings section, click Edit next to Associated Intent Domain.
5. Search for the domain name in the search bar or click the domain name from the list.
6. Click Add.
7. Click Save.

How to connect a chatbot to a knowledge base

Knowledge bases are a collection of information from various sources that the chatbot will use to respond to queries. When this is connected, your chatbot will search all available knowledge bases that are on the account.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. Click the chatbot you’d like to connect to the intent domain.
4. In the Settings tab under the Knowledge Base section, select a knowledge base from the drop-down menu next to the Associated Knowledge Base.

How to publish a chatbot

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Virtual Agents.
3. In the Chatbots tab, click the chatbot you want to publish.
4. Next to the chatbot's name, click the Publish button.