1.5 Sample Workflow
While interacting with BOT, you need to input the basic details (like customer ID) to start and further drill down to explore multiple account options available.
Following image is an illustration of the workflow and also, one of the scenario is detailed as an example to indicate the BOT workflow in BOT Usability Workflow section.
To Start with, enter your name and confirm if you want to continue using the bot. Based on your intent the bot starts building the answers.
Table 1-2 Transaction Bot_Sample Workflow
| Sl.No. | Menu |
|---|---|
| 1 | Begin with entering a Customer ID / Account number. |
| 2 | Click on required account from the list of accounts belonging to the Customer ID |
| 3 | View the Account Summary. Click Payment Details option form the list. |
| 4 |
View the account details with below menu options Today’s payoff Quote Last 5 Transactions Insurance Details Last Billing details Number of Terms remaining Need more help |
| 5 |
View the payment details Last 5 payments Next Payment date Advance disbursement request for 2000 $ Need more help |
| 6 |
View the communication preference Current Preferences Update Preference Need more help |
| 7 |
View the Limit details Display current limit details Master Account rolled-up Balances Need more help |
| 8 |
Click on the OFSLL documentation tree The available options are OFSLL release documentation Document Search Product release notes Product classified guides Find by indexed keyword Getting started videos Release Highlights Need more help |
| 9 |
Click Need more help The user has a the option to continue with the same customer id or enter new customer id |
Also, one of the scenario is detailed as an example to indicate the Chatbot workflow in OFSLL. Refer to BOT Usability Workflow section.
Parent topic: OFSLL Transaction BOT Overview and Developer Guide