Initial concepts
So, what we can do with the Platform?
How do I know if my company needs a chatbot?
Register and login
First Steps - Creating your project
Choose your plan
Profile
Permission System
Project Dashboard
Platform Glossary
Changing the Platform Language
2-Factor Authentication
Invalid authentication code
General settings
Artificial Intelligence
Agent Builder
Zero Shot Learning
WeniGPT
Weni Platform AI Module
Repository - Overview
What is an Intelligence?
Intents and Entities
Hands-on
Creating an Intelligence
Training your Intelligence
Strength of Intelligence
Testing your intelligence
Interactions
Translating your dataset
Versioning
Settings
API
Integrate an intelligence to your project in the Weni Platform
Introduction to Content Intelligence
Integrating a Content Intelligence
Interface Updates
Glossary
Guidance and Best Practices
Flows
Expressions and Variables Introduction
Variables Glossary
Expressions Glossary
Flows Creation
Flows introduction
Flow editor and tools
Action cards
Decision cards
Adding Media to the message
Call Webhook: Making requests to external services
Split by Intent: Using Classification Artificial Intelligence
Import and export flows
Using expressions to capture the user's location
Viewing reports on the platform
Route markers
Studio
Contacts and Messages
Groups
Messages
Triggers and Campaigns
Adding a trigger
Triggers Types
Tell a flow to ignore triggers and keywords
Campaign introduction
How to create a Campaign
Editing events
Creating contact from an external Webhook
Contact history
How to download, extract, transform and combine archived data from Weni Flows
Channels
Settings
Channels Introduction
Adding a Facebook Channel (RapidPro)
Adding a Viber channel
How a SMS Integration Works
WebSocket Connection
General API concepts and Integrations
How to create a channel on twitter
How to create a channel on Instagram
Main steps to active Whatsapp for UNICEF
Adding Discord as a channel
Creating a Slack Channel
Adding a Viber channel (RapidPro)
Creating a Microsoft Teams channel
Weni Integrations
How to use the integrations module
Adding a Web channel
Adding a Telegram channel
How to create a channel with whatsApp demo
Whatsapp: Weni Express Integration
How to create template Messages: Whatsapp
Creating a Microsoft Teams Channel
Whatsapp Business API
Integrations
Human Attendance
Weni Chats: Introduction to the Chats module
Weni Chats: Setting Up Human Attendance
Weni Chats: Human Service Dashboard
Weni Chats: Human Service Management
Weni Chats: Attendance distribution rule
Weni Chats: Using active triggering of flows
Weni Chats: CoPilot
Ticketer: Ticketer on Rapid Pro
Ticketer: How to integrate Rocket.Chat as a ticket service on the Weni Plataform
How to send message templates through RocketChat
RocketChat call routing
RCAdmin API: Agent-Activity
U-Partners - Proper use of features
Using groups to organize human attendance
Data and BI
How to Install and Use the Weni Data Connector for Power BI
Incremental Update - Power BI
Explore Weni's Database Documentation
Tips for Data Modeling in Power BI
Filter using Contact Fields in Power BI
UX Writing
- All Categories
- Human Attendance
- U-Partners - Proper use of features
U-Partners - Proper use of features
How to direct message an anonymous reporter? That's the main purpose of U-Partners, where you can setup some strategies to access previous labeled messages and chat with contacts anonymously.
Understand the scenario
To label messages correctly you need to build the flow like the example below, where the Add Label actionset is placed right after the Wait for response. That's very important as the Label feature is direct linked to the flow step.
It's also possible to create labels not synced and assign a contact's group to have all messages labeled. To start creating it, go to your U-Partners workspace, select Organization (at the top bar) and hit New at the Labels tab.
You'll have to name the label, give it a short description and select the group that will have messages labeled.
Messaging the contact
You can send a single message to the contact by clicking Reply. Contact's source message will be archived and the sent message will be received at the same channel they used to chat.
Opening a case
If you want to chat with the contact, a case needs to be opened.
A new window will popup, asking for additional details.
Type the message to be sent and hit send.
Closing a case
Once the conversation is done, you must close the case by hitting Close.
Add a final note to the case and close it.
Importance of closing all cases: All messages within cases are archived. Leaving cases opened will make that contact's messages prematurely archived, and that can compromise polls accuracy.
Preventing the chat to send messages while the contact has a case open
As you will set the uncaught message trigger, all contact's messages will be replied by the flow set up. You'll have to set a group for chatting contacts and sort it at that flow. In the example I named that group Bot. All contacts should be added to this group, you can use a dynamic group for that.
You'll also need a flow just to add contacts back to that group, in this example a named it Activate chat. And then, let's set up U-Partners to work with that.
At the U-Partners properties, select Suspend groups and Follow-up Flow.
Now you'll be able to talk freely as long as the case remains open, and after closed the contact will experience messages replies again.