AI Chatbot, Digital Workplace

How to create a Botpress workplace chatbot using business data

Botpress is an unusual offering in the landscape of AI chatbots; it's free, and it's open-source, which immediately puts it at the top of the list for many people. Not only that, but it can be hosted on your own equipment - a big plus for organizations that want to keep tight control over where their chatbot requests go.

But if you're planning to use Botpress for an internal office chatbot, will the open-source nature of the platform be a hindrance or an advantage? I've created my own AI chatbot using Botpress and documented the process, so you can follow along to build your own chatbot - or skip ahead to see my bottom line evaluation of Botpress as a chatbot for your business.

1. Determine a use case

Obviously, if you are wanting to create a workplace AI chatbot you need to have a use case for your project. We've already written a comprehensive guide on how to find the best use cases for enterprise chatbots, which I recommend you check out - it's great for helping to define a fixed, achievable scope for your project.

For my team's purposes, I thought it would be cool to make a chatbot that looks up our newsletter subscriber count from Mailchimp. From reviewing the Mailchimp API docs, it seems that functionality should be readily accessible to our chatbot. When considering the use case for your chatbot, it's worth checking the API documentation of the apps or services your chatbot will connect to.

Editor's tip:
Communicating with different application APIs can be a complicated process, especially if your intended chatbot use case involves connecting to multiple services. If you've got grand designs for your chatbot but want to avoid an API nightmare, Digital Assistant comes with over 50 connectors out-of-the box for many popular services.

2. Set up Botpress

To install Botpress, head over to their website, click on 'Download Free', and select your platform. I'm going to install Botpress on a Mac, but if you have another platform you can check the installation instructions.

Download the Botpress development tool from the Botpress website

After you download and extract the zip file, double-click the bp file within to start a local Botpress development server.

Running Botpress's development tool on a Mac

In the case of a Mac, this will open Terminal and run the installation which at the end should let you know that

Botpress is ready at http://localhost:3000/

Navigate to that page and then create your admin account.

3. Create a new bot

Creating a new bot in Botpress

Next, we want to actually create our first bot by click on Create Bot and then selecting New Bot.

I'm going to call our bot the Newsletter Bot, and then as a Bot Template I will select Empty Bot before clicking on Create bot.

Adding metadata to a new chatbot in Botpress

Now we want to go straight to Edit in studio which opens the otherwise empty bot in the development environment.

Navigating to the bot editor screen in Botpress

In the Studio you have a number of menus along the left:

  • Content: this is where you can create different bot responses. You can also create and edit responses here, or you do that from within the Flow editor directly
  • Flows: here you design the chat flows for your bot. It will look familiar to you if you've ever used any graphical workflow software. Each 'decision point' is shown as a Node where actions can be taken. The AI will automatically determine which path it takes based on the user's language
  • NLU: short for Natural Language Understanding. You can enter training phrases here for each ‘intent’ (action you want the bot to perform or process) so the it learns which phrases correlate to your defined actions
  • Q&A: basic text responses. This is is useful for responses questions like ‘Hello’, ‘Help’, or ‘What can you do?’, as well as simple knowledge base questions.

4. Add smalltalk

We'll stick with the Q&A menu for a moment. We'll use this menu to cover some of the basic smalltalk like 'Hi'.

Adding simple Q&A responses to a bot in Botpress

Click on Add New and enter a list of questions you can think of that should trigger a given response from the bot.

Let's say we add in a pretty common 'What can you do?' style question. Q&A questions can be asked anytime, and they can either start a flow or directly skip to a specific node. Or, of course, they can just be on their own which is what we will do.

Adding simple Q&A responses to a bot in Botpress

You can add as much smalltalk as you like to give your chatbot some personality, and as a way to provide simple help or direction to your users.

5. Creating our first Flow

My bot has a very specific use case: it should be able to tell the user how many subscribers are in the newsletter list. However, if the user asks anything that does not match this intent, we should prepare our chatbot to gracefully handle their question.

So navigate to the Flows menu and then click on Insert New Node.

Then double-click the new node and rename it to something like "No_match_found".

You also have three tabs in this popup: On Enter, On Receive and Transitions that you can add Actions to. These actions will be triggered when the conversation flows into this node and they could either be a text response or something more complicated like a script.

While we will add a complicated Action further down, for now we just want a simple text response that says:

Sorry, I didn't quite understand that. Can I help you with anything else?

So in the On Enter tab click on the Plus symbol icon to add a new action.

Adding a new action to a Botpress node

You will now see that the Message section is still blanked out and that's because messages have to be created in the Content system first. You can do that in the same dialogue though by clicking on the Blue folder icon blue folder icon.

6. Make a transition

Transitions are links between nodes. So in our example we want to link the start node to our new No_match_found node. To do that, double-click the start node and add a Transition to it.

Adding a transition to two nodes in the Botpress flow developer tool

If you select 'Intent is' as none and 'Transition to node' as No_match_found and click Update you should see an automatic line being drawn from the first node to the second.

Example transition between a start node and a no_match_found node in Botpress

Editor's tip:
At this point you could try to see if the bot picks up on this already by opening the Emulator button and typing in anything. However if you do that, be sure to hit Save Save button first because Botpress won't do it for you. 😉

7. Add a real Action

By now we've covered all the basics, so we can now move onto our actual use case: Getting the subscriber count from Mailchimp into our chatbot.

Like I said above, Actions allow the execution of code so we can use that to pull data dynamically from the Mailchimp API.

Editor's tip:
Writing Action functions can be technically challenging! I've included my function for the Mailchimp API below, but your function will depend heavily on the API you're getting information from. (If you don't want to go through the hassle of writing functions, you can get a Digital Assistant for free - it includes connectors to over 50 applications out of the box, with zero code needed.)

To create a new Action, navigate to the Code Editor tab and add a new .js function as shown.

Obviously this is where it gets a little tricky as you have to write your own function. Below is the function I used for Mailchimp which I've annotated as I go along. However if you don't happen to use Mailchimp yourself, this code will look vastly different.

/** Your code starts below */
const axios = require('axios');

Axios is a Botpress dependency that lets us make HTTP requests.

const listID = 'xxxxxxxxx';
const API_KEY = "xxxxxxxxxxxxxxxxxxxxxxx-us10";

Define the Mailchimp list ID that you want to get information about, as well as your Mailchimp API key. You can create your API key from your Mailchimp account settings and the list ID can be obtained from the list settings themselves.

Getting an API key from Mailchimp for platform integration
Create an API key from account settings under Extras → API keys
How to find a Mailchimp list ID from the Mailchimp website
const configAxios = {
headers: {
'authorization': "Basic " + Buffer.from('randomstring:' + API_KEY).toString('base64'),
'Content-Type': 'application/json',
},
};

This is a configuration object for our request. We need to authenticate with the Mailchimp API before it can send us any data – this is where your API key comes in.

const getData = async () => {
console.log("Starting");
try {
const { data } = await axios.get(`https://us19.api.mailchimp.com/3.0/lists/${listID}?fields=stats`, configAxios);
temp.count = data.stats.member_count;
} catch (err) {console.log(err)}
}

We make a network request to the Mailchimp API lists endpoint, in this case requesting specifically the ‘stats’ field. You can see documentation of the full API response here. Once we’ve got the data, we store the part we need in a memory variable – see below for more info about this. The name of the variable is important as we’ll need it in a moment, so don’t forget it!

return getData();
/** Your code ends here */

We return the function so the bot can call it when the correct conditions have been met. Make sure to save your code at this point!

8. Commit to Memory

Memory is temporary storage in the bot that can store data returned by an Action until it is parsed into a text response. We are only going to save our variable until the end of the Flow, but there's a full explanation of how Memory works in case you want to do more with it.

In our code this line saves the return from the API as temporary memory with the name temp.count:

temp.count = data.stats.member_count;
Using Botpress' memory function for storing and accessing the response of an API call

In a little bit we will create an Action and define what the bot should actually say. Botpress will automatically suggests we use the value stored from our script so there is nothing else to do.

9. Train the intent

For the bot to understand the user input we need to train it with sample utterances. To do that, switch to the NLU menu and click on New Intent. We'll name the intent get-subscriber-count.

Creating a new Botpress intent

Now let's add some possible questions or commands that the user might say when they want to trigger our Action. You should at least 5 utterances here so the bot can understand a variety of ways users might ask for the intent.

A list of example utterances being used to train the Botpress chatbot to recognize an intent

10. Add the Action

Finally, we're ready to add the Action into our Flow. So let's switch back to the Flow menu and add a new Node, then double click that to edit it.

In the On Enter tab click the Plus icon to add a new action. In the next window we will select Execute code and select the action we made earlier from the dropdown.

Configuring a webhook action on a Botpress node

So now this node will receive the data but there's one more thing we need to do to be able to answer the user: Parse the data into a sentence. So let's click the Plus icon again and this time we Say something and enter the following message:

There are currently {{temp.count}} active subscribers to the adenin Newsletter.

Note how this sentence uses {{temp.count}} as the placeholder from the Memory we created to dynamically insert out answer into the sentence.

Now we need to connect our start node to this new node. Double click on the start node again and go to the Transitions tab and click the Plus icon again. This time we'll select the get-subscriber-count intent.

Adding a transition node for intent recognition to an action node

Once that's done, we're done. The finished flow should look something like this:

Example chatbot flow incorporating a recognized intent, entities and a webhook action

11. Debugging

Next we give the bot a final test in the Emulator by asking one of the utterances from our training data.

Testing the Botpress dialog flow in the Bot Emulator. User: 'What's the number of active subscribers?' Bot response: 'There are currently 3587 active subscribers to the adenin Newsletter'

Whatever the reply you'll get, a debugging console to the left of the chat gives you a clue about which steps your Flow took and with what percent of confidence the bot picked an Action.

Editor's tip:
Things can (and likely will) go wrong! The debugger is a very useful tool for deciphering error messages and understanding why your chatbot isn't responding how you expect it to.

12. Deploy

Deploying your Botpress chatbot is probably the easiest part, as it comes with a handy webchat component. Just go back to the Botpress main admin panel and click on Open chat. This loads your bot into a webchat module which you can directly link to.

Alternatively, it's you can embed the webchat directly into your website. And since you host the bot yourself, it's entirely secure and everything stays behind your firewall.

Embedding the Botpress bot also allows you to customize the look and feel to match your Intranet's look and feel. If you're using a static site, you can even get a module for webchat from npm.

Example of white labelling the Botpress webchat module into company branding

Since version 12 you can also deploy your bots to external Channels, among them Microsoft Teams and Slack. That's extremely helpful and makes Botpress an even better tool for internally-facing chatbots, as most coworkers will want to use their chatbots on either one of those two.

However, the setup is a little long-winded as you can't simply go into a 'store' to enable these for your collaboration app. Instead, you need to manually configure these as a custom App (for Slack) or a custom Bot (on your own Azure instance).

Editor's tip:
If you're thinking of building a chatbot to embed in your intranet or to power your digital workplace, Digital Assistant could save you a lot of time and effort. The chatbot already works with your existing business apps, and it can be added to collaboration apps like Slack or Microsoft Teams in seconds - sparing you the extra legwork of programming API requests and configuring custom solutions.

Bottom line

As always when we make a chatbot here's our key takeaways for Botpress.

Plus symbol Everything you need to run an on-premise, secure chatbot
Plus symbol Great documentation, community, debugging tools
Plus symbol The 'studio' while not sporting the slickest UI, is very robust and easy enough to understand
Plus symbol Webchat module easy to embed and customize
Plus symbol Free

Minus symbol Only for developers as there are no plug-and-play integrations with other applications
Minus symbol You need to host it yourself (on-premise or with a hosting provider)
Minus symbolNo Single Sign On for business applications built-in, so showing personalized lists, tasks, tickets, etc. will need even more scripting
Minus symbolSetting up external channels is not as easy as with other platforms

Overall using Botpress is quite pleasant, there are no blindspots in their functionality and the platform is quite lively, if a little geared towards developers. 👍

However, as you can see, for the specific purpose of building an internal chatbot, there are a few features we're missing: Just imagine you had a user that wanted to ask for their leave allowance through Slack, and Botpress would fall flat on its face. 🤷‍♀️

Trying to decide which chatbot is right for your team or organization?
We've created a series of guides and teardowns of different chatbot-building platforms. Learn how to scope out workplace-related use cases, or view all our guides on the adenin blog.

Author portrait

Article by Henry Amm

I’m the Senior Director for the Digital Assistant Platform. Prevously gained 6 years of experience as an Intranet consultant. Fluent in German.

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Author portrait

Article by: Henry Amm

I’m the Senior Director for the Digital Assistant Platform. Prevously gained 6 years of experience as an Intranet consultant. Fluent in German.

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