ActionBot Form Mode

Last Updated August 20, 2024

Try the New ActionBot Builder in the Console!

We have a new and improved ActionBot building experience in the console with a new UI and better process for creating bots. Try it out to enjoy the latest features and enhancements:

US Database: https://console.walkme.com/actionbot/conversations

EU Database: https://eu-console.walkme.com/actionbot/conversations

ActionBot building in the WalkMe Editor will be retired on January 2025

Brief Overview

ActionBot Form Mode allows you to switch the end-user conversation view from question-by-question to a single from view for conversations that do not require splits in the Bot's dialogue. In some cases, the form can make the end-user interaction much simpler and faster.

To learn more about ActionBot conversations, see our How To Create an ActionBot Conversation article.

Please note:

The conversation needs to have a Message, then Some Questions in a row, and an Action at the end
Supported question types: text, Boolean, number, regex, phone, email, date, choice
Supported Action types: Play SWT, Call Connection, Play Shuttle, Web Integration

How It Works

If you do not have an existing Automated Smart Walk-Thru, first create a new Smart Walk-Thru with all of the fields that are required to complete the form
Make sure that all of the Smart Walk-Thru steps have been converted to Auto Steps - Learn more here
Open the Initiators panel
Click "+ Add Form":
The ActionBot interface will open automatically, converting your Automated Smart Walk-Thru steps into a conversation
- If needed you can customize the conversation name, add additional keywords, and assign the conversation to a specific Bot
- Toggle the "Enable form mode" to convert the conversation into a series of form mode questions:
Create the conversation in the following format:
- One Message
- One or more questions (text, boolean, number, regex, phone, email, date, choice)
- One Action (Play SWT, Call Connection)
- Tip: Add split conditions in between a series of form mode questions to split to the following form mode question depending on the end-users inputs.
Click "Save" and then preview the ActionBot conversation
You will be able to see the form with split conditions:
After you have previewed the form, make any desired changes and click "Publish" once you are ready.