© 2018 by Stralto, Inc. 

FAQ

 
 

Twilio Setup

1

Signup for a Twilio Account and buy a phone number.

 

You can also buy vanity numbers and short code or port your own number to Twilio

2

Setup a messaging service.

  1.Set Use Case to:

       Chat Bot/Interactive 2-Way

  2.Select:

       PROCESS INBOUND MESSAGES

  3.Request URL is set to:

       https://bot.stralto.com/message

  4.Select:

       HTTP POST

3

Add the phone number you created to the service you just created.

4

Before you leave Twilio, go to the Home Page and make a note of the Account SID and the Auth Token.

Microsoft Azure Setup for Dynamics 365

1

In the Azure Portal, go to Azure Active Directory and create a new Application Registration.

Make sure the app has the appropriate permissions as shown.

The Dynamics CRM Online permission is required for the BOT Service to work.

 

2

Go to the Application Registration (Preview) screen and make note of the Client ID and the Tennant ID.

3

Also, on the Application Registration (Preview) screen, create and make a note of the Client Secret.

Go to the Application Registration (Preview) screen and make note of the Client ID and the Tennant ID.

Import the provided StraltoBOT solution file into your Dynamics instance and go to the configuration page of the solution and sign up for the BOT service.

 

Once you finish signing up for the subscription you will see a BOT Key and a configuration form.

 

Use the information gathered from the above steps to fill out and submit the form shown.

 

Make sure to use a system administrator account for the Dynamics username and password fields.

 

All this information is encrypted and stored in our Azure SQL server and only made available to your BOT service.

Dynamics 365 Setup

 
 

Dynamics 365 Configuration

1

Go to Settings, Customization's and Add BOTS entity to one of the menu’s if not already done.

 

Go to the BOTs entity from Settings (or section you added it to) and create a new BOT Configuration.

2

Fill out the following information:

Stralto BOT Key: You received the key when you signed up for the subscription. BOT Service will not work unless the BOT Key matches your Dynamics 365 online instance.

 

Welcome Text: This is the first text a customer receives when they start text messaging with your BOT number.

 

Known Profile: The text the customer receives if their profile is found in the system. The customer needs to be a contact in your Dynamics 365 instance and have the mobile phone number populated with the number they are texting from.

 

Unknown Profile: The text the customer receives if their mobile phone number does not match any of the contacts in your Dynamics 365 system.

 

Allow Customer to Register: This feature can be used to register customers to your system by asking for basic information (First Name, Last Name and Email Address). The mobile phone number is automatically added to the contact as part of the registration.

3

Save and next you can start adding a Menu to the BOT.

4

Fill out the following information:

Entity Name: Select the entity you want to attach to the menu option.

 

Contact Field: The lookup field for the Contact in the selected Entity.

 

Status Field: The status field for the selected Entity.

 

Create/Submit Return Field: To return a case number or some other field if a new record is created.

 

Name: The Name of the menu option.

Option Type:

Check Status: Customers can check the status of their application or case. The status field can be selected on the right side and can be any option field.

Upload Document: Customers can send images of documents. Requires Stralto DMX and the configuration is automatically grabbed from DMX based on the entity selected.

Submit (Create): Customers can submit simple information like service request and cases and get a reference number.

Update: Customers can modify information on existing records. This can be used to update missing information in existing applications and cases.

 

Sort Order: The position you want this menu option to show up in.

 

Selection Text: The customers see this if they select Options 1,2 or 4 above along with the list of the records associated with their contact.

 

Wait Text: Text sent while the information related to them is being fetched.

 

Success Text: Text sent if the transaction was successful and is followed by the information.

 

Failure Text: Text sent if there is a problem with accessing the information.

 

No Record Found: Text sent if the no records are found for Options 1,2 or 4.

 

Restart Dialog: Select Yes, if you want the customers to see the Main Menu after the transaction is completed.

5

If you selected Submit or Update as the option for the menu, you need to create fields that will need to be filled out as part of the conversation.

6

Fill out the information below to configure the fields.

 

Name: Referential Name for the BOT.

Field Text: The customer see this text in the conversation.

Sort Order: The order this field shows up in the conversation.

Field Name: The name of the field that will be updated/created. All but the Lookup Fields are supported. The validation is automatically determined based on the field that is selected.

7

The BOT is ready to go!! You can start testing it out by sending a text to the BOT number.