The bot has three helpful skills so you can automate 100% of your support. We call these Help: Article Lookup, Help: Ticket Creation, and Help: Article Lookup and Ticket Creation. Below, we go through each one to explain what they do, how they look within the bot builder, and the skill's technical flow. Click here to set it up now!
Within this article, we'll go over
- The Help: Article Lookup skill, which allows you to serve help documentation to your customers
- Our supported knowledge base integrations
- The Help: Ticket Creation skill, which empowers customers to create support tickets within a bot flow
- Supported integrations for Help: Ticket Creation
- The Help: Article Lookup and Ticket Creation combined skill
- How to Enable the Bot for Help
- Things to Note
Help: Article Lookup
When a site visitor engages with your bot Playbook, your Bot can be enabled to automatically share articles based on what the visitor's message says.
Using an algorithm, the bot searches for articles whose title and body text match terms in the visitor's message and sends them the top results while waiting for someone from your team to help out.
Article Lookup within Welcome Messages
You can also use Article Lookup within Welcome Messages! The search functionality is the same, but the flow is a bit different.
If someone clicks the thumbs down or says "no," the bot responds "Sorry about that. If you have another question, I'd love to help."
Help: Article Lookup Integrations
The Article Lookup skill works with articles hosted on Zendesk, HelpScout, Wordpress, and HelpDocs. You can connect one of these external document management services via our knowledge base integration here.
Help: Ticket Creation
Help: Ticket Creation enables your users to create a support ticket right within your ticketing system.
Your bot will ask visitors for their email address, if you don't have it already, then give them the opportunity to provide a brief description of their issue. They can then add additional information or even change the subject of the ticket! Once they're satisfied with the content, they receive a bot response that someone from your team will follow up by email!
Within the Visual Builder of your Bot Playbook, adding Ticket Creation will insert a node where you can edit the bot's call to action just like Article Lookup.
Check out Ticket Creation in action!
Here's the full flow!
What is Added in Zendesk
You will see the following information in Zendesk once your ticket has been created:
- Email of requester
- Name of requester
- Ticket subject
- Ticket comments
- Conversation tags
- Zendesk Group ID
- Assignee ID (the agent that created the ticket)
Help: Ticket Creation Integrations
Ticket Creation works with any ticketing platform.
You can connect to Zendesk by selecting them from the dropdown in Bot settings, hitting "Connect", and then entering your organization's domain name in the knowledge base integrations page after starting the connection flow. If you have previously connected to Zendesk you may see a "Reconnect" button which will allow you to reconnect to your Zendesk account so that the bot can now create tickets in addition to looking up articles.
To connect to all other ticketing platforms we utilize email forwarding. To use email, just select it from the dropdown and provide your organization's support email. This works with Salesforce, Jira, Freshdesk, Intercom, and all known ticketing platforms. You can use an email provided by these systems or an email address from your own organization.
You can also use ticketing inside of a Welcome Message by checking the box at the bottom of these settings. The bot will then automatically ask visitors for their email information, if it doesn't have that already, and then ask if them about their issue to create a ticket. This will apply after Article Lookup in the Welcome Message if Article Lookup is turned on.
Help: Article Lookup and Ticket Creation
Help: Article Lookup and Ticket Creation is an all-in-one capability to handle 100% of support questions. It will allow you to handle both serving up your help documentation and creating support tickets directly within your Bot flow.
And....here's the design flow!
Enable the Bot to Automate Your Support
Now that we've covered what the bot can do, let's get started!
For users on the Pro plan and above, simply navigate to Settings > App Settings > Bot or click here. Scroll down to "Help - Article Lookup and Ticket Creation," then connect your knowledge base to enable Article Lookup and either connect to Zendesk or give Drift your support email to enable Ticket Creation!
For users on the Essential plan, head to Drift Help > Settings > Article Lookup or click here!
Things to Note - Warning Messages
If you are building a ``bot Playbook, but haven't yet enabled Help: Article Lookup and Ticket Creation within your Bot settings, you'll see a warning message when you try to add them in the builder. No worries, you can just click on the warning message to go to your Bot settings and turn them on! Or, click here!