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Chatbots Best Practices &
Design Patterns…
@iamsoham@rsantrod
Intent Separation
Entity Definition
Multi-language
Error Handling
Bot training
Instant apps
Channel agnostic design
Personas
Flow-chart approach
Multi-bot approach
Custom component approach
Best Practices
Design Patterns
• Cloud & Mobile Solution
Specialist
• Oracle ACE
• Blogger (www.rsantrod.com
& blog.avanttic.com)
• Cloud and Mobile Consultant
• UI Designer & Architect
• Oracle ACE Associate
• Tech Enthusiastic
• Blogger & Writter
(http://adfjava.blogspot.in/)
• The architecture and functionality of
the Oracle Mobile Cloud enterprise
• Build RESTful APIs using Oracle ADF
BC as REST, and with Node.js
• Deploy web services on Java Cloud
Service and Application Container
Cloud Service
• Integrate different systems and
building Mobile ready APIs using
Mobile Cloud
• An overview of Oracle JavaScript
Extension Toolkit
• Build hybrid applications using Oracle
JavaScript Extension Toolkit
• Create mobile-first Uis using zero-
code platforms: Oracle VBCS and
Oracle MAX
• Build a Chatbot for your enterprise
using Oracle Intelligent Bots Cloud
Service
Chatbot terms
I want to request an appointment for tomorrow at 12
Utterance
Intent Entity
Best Practices
Best Practices: Intent separation
Intent 2 Intent 1
Intent 3
Intent 4
Best Practices: Intent separation
Best Practices: Intent separation
Intent 2
Intent 1
Intent 3
Intent 4
Best Practices: Intent separation
Best Practices: Entity definition
Best Practices: Entity definition
Best Practices: Entity definition
I want a medium thin pepperoni pizza
Size Crust Type
Pizza
Best Practices: Bot training
Best Practices: Bot training
Best Practices: Bot training
Best Practices: Multi-language
Detect user’s language: translation services
Best Practices: Multi-language
Answer in user’s language
Best practices: Error handling
When you don’t need a chatbot
• Mid/High Volume Search Activities
• Form-filling
• Login
• Command Driven Activities
Best Practices: Instant Apps
Best Practices: Instant Apps
Best Practices: Channel agnostic
design
Design Patterns
Bot – What & Who
WHAT
• Pizza
• Home Automation
• Retail
• Leave/Timesheet
• HR - Queries
• IT Service Desk
WHO
• Age group
• Employee
• Public
• Channel
• Automation
• Bot
Bot – Personas – Know your User
Slightly older
3 kids
Not so tech-savy
Not a mulit-tasker
~Hardworker
Bot – Personas – Know your User
Slightly older
3 kids
Not so tech-savy
Not a mulit-tasker
~Hardworker
Middle aged
~1 kid
Average tech-savy
Finds his way around
Hardworking
Bot – Personas – Know your User
Slightly older
3 kids
Not so tech-savy
Not a mulit-tasker
~Hardworker
Middle aged
~1 kid
Average tech-savy
Finds his way around
Hardworking
Young
Extreme tech-savy
Well informed
Easily distracted
Excited about new stuffs
Channel - Selection
Chat Channel Properties
FB Messenger > 1.2 Billion active users.
WeChat > 1.1 Billion active users.
In Web Most accessible
In App custom mobile app
Slack Enterprise messaing, Collaboration tool. Used
extensively in DevOPs
Skype 4 Business Enterprise messaging
Alexa, Google
Home
Audio device
Telegram Dominant chat in some markets.
Text Most used and most accessible. Limited interaction UI.
Texts costed.Txt
Design Patterns: Flow-chart
approach
I have been
scammed in
marktplaats
When/How
File a report
Someone broke
into my house
When/Where
File a report
My car is stolen
When/Where
File a report
Intents
Entities
F
L
O
W
Flow Chart Approach
Advantages
• Requirement refinement
• Bot’s boundary definition
• Intent identification
• Initial set of utterence
definitions
• Entity identification
• API definitions
• Flow overview definition
Multi bot approach
• Respond in user’s preferred language
• Keep dialog flow same
• Add languages easily
Multi-bot approach
Detect Language setVariable
Master Bot
MyBot_nl
MyBot_es
MyBot_de
Design Patterns: Custom component
approach
• Bot Flow is comparatively small
• Only NLP and Entity matching is used
• Strong integration with Backend
• Business logic intensive flow
• Flexibility in bot platform
• Wit.ai, Api.ai
Intent Match
Component A Component B Component C
Bot Maturity Model
Interaction
Intelligence Integration
Level 1 Level 2 Level 3
API queries
Simple Q&A
One Language
One Channel
Word based rules
Menu based
Human to bot
interaction
Links for more
information
Self
learning
Multi person
Case
Process
interaction
Bot-to-bot
interaction
Conversation
intelligence
B2B
Conversation
listening
Historic
analysis
API transactions
Multi channel
Multi
language
Line based
intelligence
Training of NLP
model
Bot initiates
conversation
Event
producing
API intelligent
queries
Mood
detection
Context from
channel
State
machine
Human
Handoff
GEO
Conclusions
Conclusions
• Separate Intents
• Define Entities
• Use Batch/Run Report Regularly
• Use Translation Services and Resource Bundles
• Draw some flow diagrams
• Define the boundaries
• Take care of channel-agnostic features
• Keep the flow fexible
www.linkedin.com/in/rsantrod
@rsantrod
ruben.rodriguez@avanttic.com
Questions
www.linkedin.com/in/soham-dasgupta-
91b75410
@iamsoham
soham.dasgupta@capgemini.com

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[DEV5106] chatbots best practices and design patterns

  • 1. Chatbots Best Practices & Design Patterns… @iamsoham@rsantrod
  • 2. Intent Separation Entity Definition Multi-language Error Handling Bot training Instant apps Channel agnostic design Personas Flow-chart approach Multi-bot approach Custom component approach Best Practices Design Patterns
  • 3. • Cloud & Mobile Solution Specialist • Oracle ACE • Blogger (www.rsantrod.com & blog.avanttic.com) • Cloud and Mobile Consultant • UI Designer & Architect • Oracle ACE Associate • Tech Enthusiastic • Blogger & Writter (http://adfjava.blogspot.in/)
  • 4. • The architecture and functionality of the Oracle Mobile Cloud enterprise • Build RESTful APIs using Oracle ADF BC as REST, and with Node.js • Deploy web services on Java Cloud Service and Application Container Cloud Service • Integrate different systems and building Mobile ready APIs using Mobile Cloud • An overview of Oracle JavaScript Extension Toolkit • Build hybrid applications using Oracle JavaScript Extension Toolkit • Create mobile-first Uis using zero- code platforms: Oracle VBCS and Oracle MAX • Build a Chatbot for your enterprise using Oracle Intelligent Bots Cloud Service
  • 5. Chatbot terms I want to request an appointment for tomorrow at 12 Utterance Intent Entity
  • 7. Best Practices: Intent separation Intent 2 Intent 1 Intent 3 Intent 4
  • 9. Best Practices: Intent separation Intent 2 Intent 1 Intent 3 Intent 4
  • 13. Best Practices: Entity definition I want a medium thin pepperoni pizza Size Crust Type Pizza
  • 17. Best Practices: Multi-language Detect user’s language: translation services
  • 20. When you don’t need a chatbot • Mid/High Volume Search Activities • Form-filling • Login • Command Driven Activities
  • 23. Best Practices: Channel agnostic design
  • 25. Bot – What & Who WHAT • Pizza • Home Automation • Retail • Leave/Timesheet • HR - Queries • IT Service Desk WHO • Age group • Employee • Public • Channel • Automation • Bot
  • 26. Bot – Personas – Know your User Slightly older 3 kids Not so tech-savy Not a mulit-tasker ~Hardworker
  • 27. Bot – Personas – Know your User Slightly older 3 kids Not so tech-savy Not a mulit-tasker ~Hardworker Middle aged ~1 kid Average tech-savy Finds his way around Hardworking
  • 28. Bot – Personas – Know your User Slightly older 3 kids Not so tech-savy Not a mulit-tasker ~Hardworker Middle aged ~1 kid Average tech-savy Finds his way around Hardworking Young Extreme tech-savy Well informed Easily distracted Excited about new stuffs
  • 29. Channel - Selection Chat Channel Properties FB Messenger > 1.2 Billion active users. WeChat > 1.1 Billion active users. In Web Most accessible In App custom mobile app Slack Enterprise messaing, Collaboration tool. Used extensively in DevOPs Skype 4 Business Enterprise messaging Alexa, Google Home Audio device Telegram Dominant chat in some markets. Text Most used and most accessible. Limited interaction UI. Texts costed.Txt
  • 30. Design Patterns: Flow-chart approach I have been scammed in marktplaats When/How File a report Someone broke into my house When/Where File a report My car is stolen When/Where File a report Intents Entities F L O W
  • 31. Flow Chart Approach Advantages • Requirement refinement • Bot’s boundary definition • Intent identification • Initial set of utterence definitions • Entity identification • API definitions • Flow overview definition
  • 32. Multi bot approach • Respond in user’s preferred language • Keep dialog flow same • Add languages easily
  • 33. Multi-bot approach Detect Language setVariable Master Bot MyBot_nl MyBot_es MyBot_de
  • 34. Design Patterns: Custom component approach • Bot Flow is comparatively small • Only NLP and Entity matching is used • Strong integration with Backend • Business logic intensive flow • Flexibility in bot platform • Wit.ai, Api.ai Intent Match Component A Component B Component C
  • 35. Bot Maturity Model Interaction Intelligence Integration Level 1 Level 2 Level 3 API queries Simple Q&A One Language One Channel Word based rules Menu based Human to bot interaction Links for more information Self learning Multi person Case Process interaction Bot-to-bot interaction Conversation intelligence B2B Conversation listening Historic analysis API transactions Multi channel Multi language Line based intelligence Training of NLP model Bot initiates conversation Event producing API intelligent queries Mood detection Context from channel State machine Human Handoff GEO
  • 37. Conclusions • Separate Intents • Define Entities • Use Batch/Run Report Regularly • Use Translation Services and Resource Bundles • Draw some flow diagrams • Define the boundaries • Take care of channel-agnostic features • Keep the flow fexible

Notes de l'éditeur

  1. Introduce the terms we are going to talk about: Intent, utterances, entities. Maybe channel  
  2. Separate intents. Check out for utterances overlap Use batch testing when new intent is added Mixing of different languages within the same bot  
  3. Separate intents. Check out for utterances overlap Use batch testing when new intent is added Mixing of different languages within the same bot  
  4. Separate intents. Check out for utterances overlap Use batch testing when new intent is added Mixing of different languages within the same bot  
  5. System entities when possible Custom entities can be defined
  6. Regex enties
  7. Composite entities to define sub entities
  8. Normal training
  9. Batch training  
  10. Batch training
  11. Option 1: translation services
  12. Option 2: soham post
  13. Resource bundles
  14. Intent detection possibilities -Multi-bot: only will name it as you will explain it -Tanslations services
  15. One doesn’t need chatbot. Think before you suggest chatbot as a solution to clients. It is innovative and cool but it is not supposed to solve all the problems in the world. Some of the things for which might not be the answer : Login activity Form filling activity Mid/High volume Search activity Command driven activities for example smart home systems,
  16. Use for things that chatbot is not meant for, i.e., login, filling forms etc. Use instant apps for these purposes. https://docs.oracle.com/en/cloud/paas/mobile-suite/develop/instant-apps1.html#GUID-FD89D2F1-CEA4-4AB5-BFFF-77E5294ABCB4
  17. Use for things that chatbot is not meant for, i.e., login, filling forms etc. Use instant apps for these purposes. https://docs.oracle.com/en/cloud/paas/mobile-suite/develop/instant-apps1.html#GUID-FD89D2F1-CEA4-4AB5-BFFF-77E5294ABCB4
  18. Dont use card layouts, global links, location components. (for example WeChat doesn’t support that) Specific properties in user object can vary from channel to channel, don’t design bot based on it.
  19. Requirement refinement Bot’s boundary definition Intent identification Initial set of utterence definitions Entity identification Custom component requirements Flow overview definition
  20. Reusability Develop-once Use everywhere Agile approach Extend your bot’s capabilities