Managing entities

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Entities are the items or data your chatbot will ask for and use in the conversation. For example, when the user asks, "When is your London store open?”, the entity variant here is London while the intent is wanting to know the store hours. A variant is a value within an entity, so “City” is the entity and “London” is a variant of “City”.

Zoom Virtual Agent has prebuilt entities you can use like dates, major cities, airports, or urls. However, if you want to define what the bot will accept, then you can create your own custom entities which can be used in bot flows.

This article covers:

Prerequisites for managing entities

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

How to create custom entities

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Intent Manager.
  3. Click the Build tab and then Entities.
  4. Click Add Entity.
  5. In the Add Entity dialog box, specify the following:
    • Name: Enter a display name to help identify the entity.
    • Description (Optional): Enter a description for the entity.
  6. Click Add.
  7. Enter a variant.
  8. Press Enter.
  9. Click Save.
  10. (Optional) On the upper right, click the Bot can add variants toggle to allow the bot add new variants when users use a word or phrase that appears to be within the context of the entity.

How to edit or delete entities

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Intent Manager.
  3. Click the Build tab and then Entities.
  4. To the right of the entity you want to delete, click the ellipses icon and select one of the options:
    • Edit: Change the entity’s name or description.
    • Delete: Delete the entity.

How to edit or delete variants within an entity

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Management and then Intent Manager.
  3. Click the Build tab and then Entities.
  4. Click the entity where the variants you want to edit or delete are located.
  5. To the right of the variant, do the following:
    • Click the pencil icon to edit the variant.
    • Click the remove icon to delete the variant.
  6. Click Save.

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