Chat Bot

These steps enable user to initiate chat with a particular user over chat window.
  1. Click on an actionable on Data View-Actionable screen, then go to pop up opened for the actionable.
  2. Click on the chat icon present over the header of the actionable popup.
  3. Actionable ID is mentioned over the chat window. User can initiate chat with the invited user as shown.
    Figure 1. Invite user.
  4. On clicking + Invite User, user can select the user from the dropdown as shown in the image below:
    Figure 2. Select Users
  5. Once Inviting a user for the selected actionable is completed, a confirmation message is prompted.
    Figure 3. Confirmation popup.
  6. Lucy chatbot icon is also present in the chat window to find some knowledge articles related to resolving queries for action.
  7. Red Dot /Green Dot show if the chat window is inactive/active.
    Figure 4. Chat Bot