Autopilot: Sharing Data between Studio and Autopilot

Talkdesk Autopilot includes a Studio component that enables the integration of conversational automation into your Studio flows. As part of the Studio flow execution, it is common to gather data either from the contact's input or through a data dip, which is beneficial for enhancing the conversational experience provided by the Autopilot. 

Studio can share relevant caller information like name, customer ID, balance, etc., obtained from a previous data dip with the Autopilot. The Autopilot can then utilize this data to deliver improved conversational experiences by exchanging information back to Studio. For example, the Autopilot can collect the reason for the contact and share it with Studio, allowing Studio to make more informed routing decisions. 

 

 

Sending values from Studio to Autopilot

To send Studio’s data to Autopilot you need to define the Studio variable in the “Agents availability” field inside the Connect to autopilot Studio component. To use this value inside the Autopilot, you need to use the system variable businessHours on Automation Designer.

 

Sending a single value from Studio to Autopilot

To pass a single variable to the selected autopilot [1], assign the variable with value to the field Agents availability [2] on the Connect to autopilot Studio component in the chosen Studio flow.

On Automation Designer the variable value will be available on the system variable businessHours.

 

Sending multiple values from Studio to Autopilot

It is possible to send multiple values to the Autopilot by first creating a variable with all those values merged in Studio and then processing those values inside Automation Designer

Tip: To handle multiple values we recommend using JSON objects, because they will be easier to control and maintain.

By using Studio functions you can create a JSON variable and then convert it to a String to be passed to the Autopilot. 

The image above shows an example of constructing a JSON object with multiple variables using Studio Functions. The output of the function should be a String.

In Studio you can now select the correct function to join the separate values in a single JSON object.

Once the Autopilot initiates the session it will follow the flow constructed within Automation Designer. To access the customer data value sent by Studio, you will need to use the businessHours variable and convert it to an object. For this, you will need to use the Function component available from the component tool bar. 

The Welcome message trigger flow is regularly used to point to an Automation Designer Function component for parsing the data. This will ensure that Autopilot will start the conversation with the data correctly mapped.

 

Sending values from Autopilot to a Studio flow

To send a value from Autopilot to the Studio flow, in Automation Designer, you need to use the Escalation component. In the Escalation component settings, define the value to send to the Studio flow in the “Input to Studio” field. This is a free text field where you can define text, a variable, or a combination of both.

To access the value passed by Autopilot towards Studio, you need to open the “Connect to autopilot” Studio component and select the Studio variable that will receive the Autopilot value in the escalate_to field.

Note: If Autopilot sends a JSON value, you will need to use a Studio Function component to map the JSON value to the Studio variables.

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