Customizing the Collect Input widget for Zoom Virtual Agent
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Zoom Virtual Agent admins can add and edit the Collect Input widget. The Collect Input widget allows the bot to send texts and optional images in a prompt message and look for the user’s reply. You can use the Quick Reply button to route users to the next widget, or the Text Input to look for the user’s reply to validate the response, and store it for use in routing or in messages.
This article covers:
Prerequisites for customizing the Collect Input widget
- Account owner or admin privileges; or relevant role/privilege
- Basic, Pro, Business, Education, or Enterprise account
- Zoom Virtual Agent license
- Bot Flow created
How to edit the Collect Input widget
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Management and then Virtual Agents.
- Click the display name of an existing chatbot.
- Click the Bot Flows tab.
- Click the display name of an existing bot flow.
- In the left-side widgets panel, click and drag Collect Input onto the preferred location in the flow.
- Select the Collect Input widget.
- (Optional) In the right-side panel, click Rename to change the display name of the widget.
- In the Settings tab, select an input method in the Collect Input drop-down menu.
- Customize the associated settings.
- Click the Exits tab.
- In the drop-down menu, select the destination widget.
Collect Input widget settings
- Text Input: Collect text input.
- Prompt Message: Enter text to display to consumers.
- Variable Type: This is information that your bot can store and use to customize your bot experience. Select one of these options in the drop-down menu.
- Local Variable (Used only in this flow): Set the variable as a local variable so you can use it only in a specific flow.
- Global Variable: Set the variable as a global variable so you can use it in any flow.
- Data Type: Choose the type of information you want to collect. The options are String, Number, Boolean, Date/Time, Currency, Percent, URL, Phone, Bot Custom Entity and Bot System Entity.
- Variable Name: Enter a display name for the variable.
- Buttons: Route the users to the next widget.
- Require button response: Turns off match intent logic and requires the customer to make a button selection or restart the bot.
- Prompt Message: Enter text to display to consumers.
- Add Image: Check the box to add an image. Select one of these options in the drop-down menu.
- Upload Image: Click Upload Image to upload an image file to display. After uploading, hover over the ellipses icon
for these options:
- Send to Assets Library: Add the uploaded image file to the asset library. The Image setting will change to indicate that the file is in the asset library.
- Delete: Delete the file from the widget settings.
- Asset Library: Select an existing image asset from the asset library.
- Upload Image: Click Upload Image to upload an image file to display. After uploading, hover over the ellipses icon
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