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This document provides description of Voice Bots feature, setup instructions, use cases and overview of how you can benefit from using Voice Assistant.

Note: The support starts from WMS 6.08.20241029.2.

Created: November 2024

Updated: January 2025

Permalink: https://x-hoppers.atlassian.net/wiki/x/DAD8B

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  • Shop assistance: assisting in finding products, checking availability, or making recommendations based on their interests.

  • Order processing and tracking: helping to place orders and provide updates on delivery status.

  • Call centers: handling routine calls and reducing wait times, so that human agents can focus on more complex issues.

  • Customer service: answering common questions of the customers, providing account information, or helping with troubleshooting over the phone.

  • Language support: communicating with customers in multiple languages to address queries of a more diverse audience.

  • Collecting feedback: gathering customer reviews or feedback through voice interactions to improve services.

Step 1. Create Voice Bot

Tip

It is possible to create up to 100 Voice Bots per organization.

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  • Click Add to save your Voice Bot and proceed with the Dialplan configuration (step 2 below).

Types of Voice Bots

Generative AI

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  1. API Key: enter the unique identifier that allows to grant access to the OpenAI API, which lets to send requests and receive responses from the Assistant

  2. Assistant ID: fill out the unique identifier of a specific OpenAI Assistant you created.

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Setting up Dial by name option in Voice bot allows to ask the bot to dial colleagues just by pronouncing their name / extension. To configure the option, follow the steps below:

  • In Voice bot settings add the Transfer tool 

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  • Fill out the fields of the Transfer section:

  1. Description: enter instructions for the transfer, e.g. “Transfer the call to the extension number of the colleague from the same organization if asked by the caller.“

  2. Context: enter the name of the Dialplan to which the call should be transferred

Note

The Dialplan should include the Dial the phone application:

dial-by-name-dialplan.pngImage Removed
  1. Destination: select the option Directory, in this case the AI utilizes the Organization Directory for the transfer

  2. Pipeline: choose the Voice bot should generate a reply and transfer the call or transfer the call without replying

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  • Click Save to save the changes.

Step 2. Configure Dialplan

To let store associates access Voice bot from the headset, you can add the Voice bot to the *wair* section of x-hoppers Dialpan. In this case, users can just double-press the AUX Functionbutton on the headset and get into the menu with the Voice bot. Add the following applications under *wair* number:

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