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Your first Bot: Holiday Planner

A step by step guide to create a simple Bot to help you practice Authoring

Claudia King avatar
Written by Claudia King
Updated over 4 years ago

Overview 

This tutorial creates a Bot to help the interviewee plan their holiday. It will create a document that looks like this:

Step 1 - Creating the Bot

  • Click ‘CREATE NEW’ on your dashboard & select your Organisation.

  • Click the ‘Untitled’ point, and then the pencil to edit the point. Label it ‘Introduction’, and paste this text into the body:

    "Welcome to the ”Plan Your Next Holiday” interview.
    We will begin by asking you a few questions about you and where you want to go.
    The interview saves automatically so you won’t lose any of your answers. To make any changes or to review your answers simply click the ‘PREVIOUS’ button.
    Let’s get started”

  • Once finished hit ‘COMPLETE’.

Step 2 - Creating a Question

  • Click ‘Add’ and then ‘Question’.

  • Edit & label the question ‘Name’, and paste the following text into the body: "What is your name?"

  • Edit & label the answer ‘Name:’ and click allow user input.

Step 3 - Creating a title

  • Click Add, Output and then Numbered (this will create a numbered section in the Output). 

  • Edit & label the section ‘Title’, and paste this text into the body: “Holiday Planner”

Step 4 - Creating a paragraph

  • Click Add, Output and then Paragraph.

  • Paste the below text into the body of the Paragraph Point. “Thanks [Name] for completing the holiday planner”

  • Replace ‘[Name]’ with the Name Token from the left.

Step 5 - Creating a multi-choice question

  • Create a Question Point.

  • Edit & label the Question Point ‘Destination’, and paste this text into the body: “Where do you want to go on holiday?”

  • When on the Question Point select Add and Answer. Repeat this until you have 3 answers.

  • Edit & label the first answer ‘New Zealand’ and enter ‘New Zealand’ into the value.

  • Edit & label the second answer ‘Fiji’ and enter ‘Fiji’ into the value.

  • Edit & label the third answer ‘Spain’ and enter ‘Spain’ into the value.

Step 6 - Creating paragraphs on each branch

On the NZ branch:

  • Click Add, Output and then Paragraph. Paste the text below into the body of the Paragraph Point:
    "You have indicated you would like to go on holiday to New Zealand"

  • Click Add, Output and then Paragraph. Paste the below text into the body of the Paragraph:
    "We recommend you stay at Skycity Hotel in Auckland."

On the Fiji branch:

  • Click Add, Output and then Paragraph. Edit & label the paragraph ‘Fiji Paragraph’, and paste the below text into the body:
    "You have indicated you would like to go on holiday to Fiji"

  • Click Add, Output and then Paragraph. Edit & label the paragraph ‘Fiji Paragraph 2’, and paste the below text into the body:
    "We recommend you stay at Beach Resort on Denarau Island"

On the Spain branch:

  • Click Add, Output and then Paragraph. Paste the text below into the body of the Paragraph Point:
    "You have indicated you would like to go on holiday to Spain"

  • Click Add, Output and then Paragraph. Paste the text below into the body of the Paragraph Point:
    "We recommend you stay at Hotel Barcelona in Barcelona."

Step 7 - Creating a Jump to the final Paragraph

  • Add another Paragraph Point on the Spain branch. Paste the text below into the body of the Paragraph Point: "Enjoy your holiday!"

  • At the end of the New Zealand branch click Add then Jump, select the final Paragraph point, then select the Tick.

  • Repeat for the Fiji branch.

Congrats, you're done. Now you can use your Bot. If you have any questions please contact the Automio team.

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