What is a Conversational Screen?
Understand what a Conversational-type Screen is and how they work.
Overview
Design Conversational Screen Modularly
The following table describes the content of each option that displays in the Select List control as well as the Request variable value that stores the content in Request data.
The following table describes those subsequent controls by type, the text that displays in the conversation if that control displays, the visibility rule setting that displays that control, and subsequent actions in the Request.
Link Conversational Screens Together
Each Request's automated conversation may vary depending on how the Request participant responds to Conversational Screen interactions.
For any of these elements that use a Conversational Screen, select the Display Next Assigned Task to Task Assignee setting, and then select the interstitial Screen that displays until the next Conversational Screen displays. The interstitial Screen displays until the next Task's Conversational Screen loads regardless of whether other elements and/or connectors trigger between the two Tasks using Conversational Screens.
Conversational Screen Design Guidelines
Follow these guidelines when designing Conversational Screens and linking them together for a cohesive chat-style conversation with a Request participant:
From each Start Event element configured using Web Entry, copy the JavaScript from the Embed Code setting, and then embed it into your the hosting site's header from which to initiate chat conversations.
From each Start Event element configured using Web Entry, configure how the chat experience displays from within the hosting site, including the icon that displays to initiate a chat, its placement in the hosting site, and the appearance of the chat box.
Design automated work in between elements that use Conversational Screens to get or submit information the Request participant request or requires via Conversational Screens. For example: