YCLIENTS
Last updated
Last updated
Connecting the integration with YC not only allows the generation of answers to questions coming through a selected channel, but also enables the automated booking of a client's session, based on the chosen service, master, and time period.
The integration is initialized on the YCLIENTS side and can be connected on the page of our service in the integration marketplace via the link https://www.yclients.com/ru/marketplace/booking/suvvy_ai/info
Click the connect button, after which the Suvvy registration window opens. If you already have an account, you can select it; if not, click the auto-registration button.
When choosing automatic registration, a login and password for Suvvy's personal account will be sent to your email. Simultaneously, a login to the Suvvy service occurs, where you can configure the modes of integration with YC. You can also do this directly in Suvvy's personal account using the login and password sent to your email.
If you have several branches and need to organize the bot's work with several of them, you should contact Suvvy support to get advice and help setting up work with multiple branches.
The main setting is the mode of working with services:
By categories;
By services
If the "use categories" mode is selected, a list of categories will be transferred to the bot, and during interaction with the client, the bot itself will determine the necessary category and request services related to it from YC. This mode is suitable when there are many services in the system or when service names are similar but belong to different groups. If the client has a few services (less than 20), it is more appropriate to work with the "Use categories" mode turned off, as in this case, the services themselves are transferred directly to the bot, and the bot processes client requests without unnecessary queries.
The following group of settings allows limiting the bot's work:
Allow session appointment. If the toggle is off, the bot will not be able to make bookings in YC;
Allow access to client data. If the toggle is off, the bot will not receive client data;
Allow cancellation and rescheduling of bookings. If this toggle is off, the bot will not be able to cancel or reschedule bookings.
If multiple branches need to be connected, the following rules should be considered:
If each branch has its own communication channel (its own separate phone number), we create a separate bot for each branch. We recommend creating a bot for one branch, debugging its operation, and after pilot testing, copying it for other branches, making necessary adjustments if needed;
If the company has a single common phone number for all branches, then to implement a scheme for working with multiple branches, we also need to create a bot for each branch, but additionally create an "Administrator" bot:
For the "Administrator" bot, you need to define one task - determining which branch the client wants to book services at. This is what we specify in the bot's instructions, and we also supplement the instructions with information about existing branches;
Then, it's necessary to add a new action (create as many actions as there are branches) in the "Actions" section:
Specify in the action description which branch it is for;
Add a step - "Switch active bot", and in the step settings, indicate the desired bot for switching (create a separate action for each branch, and select the corresponding branch bot in the step).
If we want the administrator bot not only to switch but also to send any client questions (if they were asked) to the corresponding branch bot, we need to add another step - "Invoke bot" and indicate the transfer of information to it. And in the description of the function, add an instruction as follows: "In the 'user_message' parameter, formulate and transfer what the interlocutor wants, wording it as if from his face."
For better bot operation in the YC integration mode, we recommend considering the following features:
Do not give the bot instructions on the order of booking, cancellation, and generally the order of working with YC in the main instructions, as these instructions may conflict with the service instructions created for each bot when connecting YC;
Since the bot's interlocutors (clients) are generally regular (i.e., they request services periodically), it is important to limit the bot's access to conversation history. This will help optimize dialogue costs and remove old unnecessary information that may confuse the bot when communicating with the client.
When connecting a WhatsApp channel, it is essential to enable phone number transmission to the bot; in this case, the bot will not additionally ask the interlocutor for their phone number.
When setting up booking, the most common errors that prevent the bot from booking a client for a session include:
YC has SMS code booking confirmation enabled. This mode is unavailable to the bot. To allow the bot to book, SMS code confirmation must be disabled;
Online booking mode must be enabled for the services the bot is supposed to book;
Services must be available to those specialists included in the work schedule. Specialists should also be granted online booking access.
