1.8 BOT Usability Workflow

Following is a sample workflow indicating the steps performed in chatbot. You can perform the following:

  • View Account Details
  • View Payment Details
  • View and update Communication Preferences
  • View Credit Limit Details
  • View OFSLL documentation tree

Table 1-4 BOT Usability Workflow

Action BOT Response
Begin with entering a Customer ID / Account number. Description of bot-usability-workflow_1.png follows
Description of the illustration bot-usability-workflow_1.png
Click on required account from the list of accounts belonging to the Customer ID Description of bot-usability-workflow_2.png follows
Description of the illustration bot-usability-workflow_2.png
Click on Account Details to view the Account Summary which consists of the following options:
  • Today’s Payoff Quote
  • Last 5 Transaction
  • Insurance Details
  • Last Billing Details
  • Number of Terms remaining?
Description of bot-usability-workflow_3.png follows
Description of the illustration bot-usability-workflow_3.png
Click on Payment Details and view the following information related to the account:
  • Last 5 Payments
  • Next Payment Date
  • Advance Disbursement Request for $2000
Description of bot-usability-workflow_4.png follows
Description of the illustration bot-usability-workflow_4.png
Click on Communication Preferences and view the following options:
  • Current Preferences
  • Update Preference
  • Need more help
Description of bot-usability-workflow_5.png follows
Description of the illustration bot-usability-workflow_5.png
Selecting Update preference options allows you to modify the following details by posting appropriate transaction:
  • Update existing Email id
  • Update existing Phone Number
Description of bot-usability-workflow_6.png follows
Description of the illustration bot-usability-workflow_6.png
Click on Limit Details and view the following options:
  • Display current limit details
  • Master Account rolled-up Balances
Description of bot-usability-workflow_7.png follows
Description of the illustration bot-usability-workflow_7.png
Click on the OFSLL documentation tree and view the following options:
  • OFSLL release documentation
  • Document Search
  • Product release notes
  • Product classified guides
  • Find by indexed keyword
  • Getting started videos
  • Release Highlights
  • Need more help

For detailed information on Documentation Bot Usability, refer to ofsll_docubot_overview_and_ developer_guide document.

Description of bot-usability-workflow_8.png follows
Description of the illustration bot-usability-workflow_8.png
Click Need more help

You have the option to continue with the same customer id or enter new customer id.

Description of bot-usability-workflow_9.png follows
Description of the illustration bot-usability-workflow_9.png