How to retain entity while being able to change it easily?

XO Platform
1

I’m having problem in retaining and changing my entities when jumping from one dialog task to another.

To explain it further, I have dialog tasks named “Get accounts”, “Get details” and “Get Transactions”. I have an entity named “Account”. I want to retain the entity so that when the user asks for other commands, it will be executed without having to enter or choose the Account again. I was able to do the retaining of “Account” entity by setting the entity in “Entity pre-assignments” in a connected dialog task. Here’s how it looks:

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Currently, I have no problem when the user does a command with different entities consecutively. This is an example:

Command 1: Get balance from payroll
Command 2: Get balance from emergency fund

The problem occurs when we change the entity while changing the command such as this one:

Command 1: Get balance from payroll
Command 2: Get details from emergency fund

I just want to know if I can make the process better so that I can achieve my desired result. Thank you.

1 Like
2

This should basically be managed using synonyms.
The synonyms can either be bot level or at the items if you choose the entity type as LOV.

3

Thanks for the response. May I know how exactly will I use synonyms in this case?

4

@jctubino09,

  1. add the details as a synonym to balance under Natural langauge training section on bot builder (or)
  2. add ‘get details’ as an utterance under ML or define a pattern at the same Natural language section of bot builder.

Note: when you access the dialog component on dialog builder, there should be a section for NL, so you could add the training data there itself

5

I think we have a misunderstanding here because ‘Get Details’ is different from ‘Get Balance’. To make it clearer, ‘Get details’ show the details of the account (e.g. Account name, Account type, etc.) while ‘Get Balance’ simply displays the balance of the account (e.g. $300.50)