Welcome to the tutorial of using Super 8. This section will teach you the usage of sending SMS & OTP Verification.
Question:
In the Enter Condition settings of the Super 8 Platform editor, there is an option of "OTP Verification" and an option of "Send SMS" in Behavior, but not many people know its purpose or under what circumstances to use it. Next, let us delve into this question to find the answer!
Description:
When your operational scenario is to verify that the customer's mobile phone number is his number, we suggest you use the "OTP Verification". For example, when hotel managers want to make sure that customers do not use false information to make a reservation, we suggest using this function.
When your operational scenario is to notify or communicate with customers by sending text messages, we recommend using "Send SMS". For example, you can use SMS messages to inform customers about how to obtain free makeup samples.
Assumed operation scenario: It is expected that after the customer enters the mobile phone number, the chatbot will send a message to the customer for OTP verification.
The following demonstration will combine the two functions of sending SMS & OTP verification.
1. Establishment of processes: Start OTP
Trigger steps: In the trigger method under the Enter Condition, select "Triggered by The Content Sent by the Customer", and the condition is when the customer enters the keyword "OTP test". The example here is for demonstration purposes only. Please define the keyword according to your actual situation.
Step 1: Step 1: Leave out of Enter Condition without settings. Select "Send Message" as the behavior-type under Behavior and fill in the message content. The content message here is to expect customers to reply with the mobile phone number, so click "Yes" for "Waiting For Response" and go ahead to set "Accept Condition".
Under Accept Condition, enable "Allow Customers to Leave The Step", but disable "Checking Accept Condition", and fill in the keyword in Condition. This setting means that the customer is allowed not to respond with the content set in your "Behavior" and can respond openly.
Step 2: Leave out of Enter Condition without settings. Select "Send SMS" as the behavior-type under Behavior and obtain the phone number by selecting from the step of "Start OTP - Request Call". This setting means that the customer's mobile phone number will be obtained from the step of "Start OTP - Request Call". Select the SMS provider according to the actual situation and fill in the message content. When you select "OTP verification message", the default attribute name below is: otp, and the default value is: "OTP verification code", neither of which can be changed.
For detailed instructions on sending SMS, please refer to item 6 of Steps of Establishment (2): Behavior
Step 3: Leave out of Enter Condition without settings; select "Forward the process" for the behavior-type in Behavior; select "OTP Verification" for the Process Name.
The scenario of the settings here is that when a customer enters the message "OTP test" the chatbot will send a message asking the customer to enter the mobile phone number. After the customer enters the mobile phone number, he will receive an OTP verification message and direct the operation to the "OTP verification" process.
Customer perspective
2. Establishment of processes: OTP Verification
Trigger steps: In the trigger method under the Enter Conditions, select "Triggered by Other Process."
Step 1: Leave out of Enter Conditions without settings. Select "Send Message" as the behavior-type under Behavior.
Expect customers to reply with verification code, so click "Yes" for "Waiting For Response" and go ahead to set "Accept Conditions."
Under Accept Conditions, enable "Allow Customers to Leave The Step," but disable "Checking Accept Conditions," and fill in the keyword in Conditions. This setting means that the customer is allowed not to respond with the content set in your "Behavior" and can respond openly.
Step 2: Open "Check the Enter Conditions" to set the OTP verification condition of "OTP Start-Send OTP SMS" to "OTP Verification-OTP Verification Code-Input." This setting means that the OTP verification code issued by the system must be identical to the verification code entered by the customer before proceeding to the next step.
Select "Forward the process" for the behavior-type in Behavior; select "OTP Correct" for the Process Name.
Step 3: Leave out of Enter Conditions without settings. Select "Send Message" as the behavior-type under Behavior, the message is to inform the input error and ask the customer to resend it again.
Step 4: Leave out of Enter Conditions without settings. Select "Forward step" as the behavior-type under Behavior and select process name as "OTP Verification-OTP Verification Code-Input."
The scenario of the settings here is that when a customer enters the process of "OTP Verification", the chatbot will send a message asking the customer to enter the verification code. Those who passed in the verification will be directed to the process of "OTP correct." Those who fail will be redirected to the process of "OTP Verification-OTP Verification Code-Input," allowing customers to re-enter the verification code.
Customer perspective
3. Establishment of processes: OTP Correct
Trigger steps: In the trigger method under the Enter Condition, select "Triggered by Other Process".
Step 1: Leave out of Enter Condition without settings. Select "Setting Attributes" as the behavior-type under Behavior. Set Attribute Name by selecting the customer's "mobile phone number". Set the attribute value by selecting the step of "Start OTP - Request Call". This setting means that the mobile phone number entered by the customer in the step of "Start OTP - Request Call" will be automatically filled in the field of "Mobile Phone".
Step 2: Leave out of Enter Condition without settings. Select "Send Message" as the behavior-type under Behavior and fill in the message content.
Step 3: Leave out of Enter Condition without settings. Select "Send SMS" as the behavior-type under Behavior, phone number as "Customer Information", the SMS provider as "Nexmo" and fill in the SMS message content.
The scenario of the settings here is that once the customer has passed the verification, the chatbot will automatically put the mobile phone number entered by the customer in the step of "Start OTP - Request Call" into the field of the mobile phone of the customer information. Next, the chatbot will send a message to inform that the verification is correct, and followed by another text to thank the customer for using the service.
Customer perspective
Reminder
1. The two functions, "Send SMS" and "OTP Verification", cannot be previewed.
2. When sending a text message to the customers, please remind them to add the country code to the phone number, e.g., +8860910xxxxxx. Add the mobile phone number directly after the country code. Otherwise, no SMS will be received.
3. When asking customers to perform OTP verification, please remind them, in the message, to enter the verification code within five minutes
Tutorial files
Super 8 platform thoughtfully provides the process of setting for your reference. You can use this file to design further a scenario framework that suits your needs. Just a reminder that the purpose of this file is only for tutorial demonstration, please do not save it directly after importing the file!
Download files from URL: https://bit.ly/2R1tNIe
Hope the above information helps you!
For any other questions, please contact the online customer service representative through the "Facebook Chat Plugin" at the Super 8 platform's bottom right.
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