<aside> 💡 Recommendations:

1. Try not to create provider records unless you really need to. Add only those providers that you will apply to and use immediately.

   Do not create section records “for the future”.

   Do not store a provider without the parameters filled in.

2. If you nevertheless created providers “for the future”, correctly connect the existing (required for now) providers in the [Bot providers] section. In this section, for all active (currently needed) providers, the appropriate processes for processing dialogs should be indicated.

3. Try to follow the sequence of steps in the instructions when connecting providers.😉 </aside>

To register the chatbot in Creatio, follow the following steps:

1. Go to the [Banza chat] workplace and open the [Bot providers] section.

   

2. In the [Bot providers] section, add a new record by clicking the [+ New] button.

   

3. Set the chatbot parameters:

   • Mailing category: the messenger in which the chatbot is created.

     <aside> 💡 Note: Available options:

     1. Facebook.
     2. Intra chat.
     3. SMS.
     4. Telegram.
     5. Viber.
     6. WhatsApp. </aside>

   • Name: the name of a new bot in Creatio, it can have the same name as the created chatbot in the messenger.

   • Token: enter the API token provided by the BotFather after creating your Telegram bot. This unique token allows to send notification to users. Read more Create a chatbot in Telegram.

     

   • By clicking the [Create telegram bot] button, system will redirect you to telegram bot which is using for bot creation. Read more Create a chatbot in Telegram.

     

4. Save changes and open created record.

   

• Provider status: this field is filled automatically and displays the result of the connection between Creatio and bot.

  <aside> 💡 Note: Available options:

  1. 🚫 Deactivated.
  2. ⚠️ Not Connected.
  3. 🛑 Mistake.
  4. 🟢 Active. </aside>

• Description: the description of a new bot. It is optional and can be filled in if necessary.

• Weight: this field is filled automatically with value by default and displays the unit of channel prioritization, used to regulate the load on the operator.

• WebHook Url: non-editable field

1. The [Provider settings] detail. The list of settings is different for each messenger:

   • Telegram
   • Viber
   • Facebook
   • WhatsApp

2. Specify the business process, which will be the bot handler.

   To do that, go to the [Bot process] tab.

   

   • AI Assistant: you can specify which AI assistant to use directly here, so there's no need to modify the business process user task. As a result, you can reuse the same process or a template like ChatHub.AIProcess instead of creating a new one.

   And add a new record to the [Bot] detail by clicking the [+] button.

   

   Select a process, the page will open.

   

   On this page, additionally, you can set up the bot scheduler. More information about this will be found in the Setting up bot schedule.

   <aside> 💡 Note: you can see if this setting has been added in the field [Active work period]. If yes - the value will be [True].

   

   </aside>

   In result, the business process will be added to the detail.

   

   • Name: the name of a new bot handler in Creatio, it can have the same name as the bot.
   • Business process: a business process for bot processing.
   • Provider: the current record in the [Bot] section. The field fills in automatically.

<aside> 💡 Note: For the first connection, you can use the preconfigured [BnzSendTestMessage] business process. This process runs every time a user sends a message to the created chatbot. The process responds to it with a preconfigured message.

Otherwise, you can create your own business process. To do that follow the Create a custom bot handler.

</aside>

1. After adding all the necessary bots, run the process [Connect to M3], by cling the [Connect to M3 ►] button.

   

   • M3 Url: M3 is service for communication with messengers.
   • Api Key: your api key for M3.
   • Customer Id:

<aside> 💡 Note: Also, you can use the [Connect to M3 ►] button to apply a connection on the bot page.

</aside>

1. Set the link to connect with the M3 server. You can use the Banza M3 cloud for free. To do this, use the link - https://m3.banzait.com/api/. In case you use your own M3 server onsite, set the link to connect with one.

   <aside> 💡 Note: It is possible to connect to the Banza M3 cloud for a trial period.

   </aside>

As a result, the Creatio and the M3 server will be connected. You will be able to see the result of the connection in the [Provider status] and [Status comment] fields. If the connection is wrong, you will be able to look at the detailed log information in the [Logs] tab.

<aside> <img src="/icons/verified_green.svg" alt="/icons/verified_green.svg" width="40px" /> Note: This is an example of a successful connection result in the connection log.

Provider connected.
M3 connecting finished with forceReconnect: False. Result: True

</aside>

Check the connection quality. Send the text message or click the /start command in the chatbot you created in the Messenger app to receive the response bot message.

<aside> ✅ Note: As a successful result, you receive a response message from the bot according to the configured dialogue tree.

</aside>