Yellow.ai

Introduction

Yellow.ai is a Total Experience Automation Platform, powered by Dynamic AI agents that deliver human-like interactions to boost customer satisfaction.

When to use Yellow.ai

A. Travel and Hospitality (Informational) - A user booked a travel package and the you want to send a WhatsApp message to the user about the booking with the following options -
     1. Get invoice
     2. View itinerary
     3. Request call back
     4. Cancel booking 

B. E-Commerce (Adoption) - A user adds items to his cart but does not complete the transaction. You want to send a WhatsApp message to the user with a coupon code (for additional discount) with the following options -
     1. Save Coupon
     2. View Cart
     3. Complete the transaction
     4. Request call back

C. Banking (Conversion) - A user is approaching his credit card due date. You want to send a WhatsApp reminder (along with their bill attached) asking him to pay on time to avoid late fees -
      1. Pay Now
      2. Defer payment 
      3. Contact Us

In each of these use cases, the user can respond to the WhatsApp message and your bot recipe will guide them through their problem or connect them to your team.

MoEngage <> Yellow.ai

The MoEngage and Yellow.ai integration allows you to seamlessly orchestrate the end-to-end customer lifecycle from initial outreach, routed into a conversational experience, and through to omni-channel follow-up(s) via intelligent retargeting.

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Channel needs to be added on your Yellow.ai dashboard. The messages are then triggered using MoEngage connector campaigns.

Integration

 

PREREQUISITES

  • Ensure you have a Yellow.ai account.
  • Ensure you have access to your Yellow.ai account APIs. You can access them from your Yellow.ai dashboard by navigating to Overview >> Configure >> API keys

 

Step 1: Setup a WhatsApp Channel on Yellow.ai

Follow the steps on How to setup a WhatsApp chatbot on Yellow Messenger? to successfully setup an engagement channel.

Step 2: Enable Notification API Engine

  1. Go to the dashboard >> Engage section >> Preferences.
  2. Turn on "Enable notification API engine".
  3. We do not currently support a Postback URL. You can keep that turned off.
  4. If you want, you can setup Notification API Reports as per your requirements.

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Step 3: Obtain your API keys

Head over to your Yellow.ai dashboard's Overview section. 

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  1. Click on Configure >> API keys >> Generate new API Key. Store this API key safely as you will need this when setting up the campaign on MoEngage.

Step 4: Create a connector campaign on MoEngage

To create a connector campaign on MoEngage, 

  1. Navigate to Create Campaign >> Connectors >> Custom and choose delivery type most suitable to your needs
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  2. On step 2 of the campaign,
    1. Select method as POST
    2. Add Webhook URL as: 
      https://app.yellowmessenger.com/api/engagements/notifications/v2/push
    3. In Headers, add
      1. "x-api-key" as the API key you copied from the Yellow.ai Dashboard.
      2. "Content-Type" as "application/json".
    4. In Parameters, add
      1. "bot" as your bot ID. You can obtain that from your Yellow.ai Dashboard's URL:
        https://cloud.yellow.ai/bot/[YOUR-BOT-ID]/overview
    5. In Body, choose Raw and copy paste this code:
      {
          "type": "whatsapp", // channel type - whatsapp,sms,email,voice,fbmessenger
          "sender": "xxxxxxxxxx", // ten digit number without country code
          "userDetails": {
              "number": "91xxxxxxxxxx" //country code to be added without space // if not, 91 is taken as default
          },
          "freeTextContent": "Your content goes here", //if template is not renderable, notification engine will try to send this, subject to channel restrictions
          "notification": {
              "templateId": "12345678", // name of the template in YM portal. if template is created in WABA, name of the template given there.
              // mandatory for wa, sms(wherever applicable)
      "params": { //renderable parameters defined in the template.
                  "emiValue": "15000",
                  "balance": "79999",
                  "media": [ //applicable for whatsapp // 
                  {
                      "title": "title",
                      "mediaLink": "url"
                  }],
                  "quickReplies": {
                      "ctaUrlParam": "pricing-ai-chatbot" // over here, "pricing-ai-chatbot" represents a part of the URL after the domain (as configured in the template)
                  }
              }
          }
      }

      You can view the complete config here: NOTIFICATIONS API.

  3. At this point, your campaign should be ready to test and send. You can also test your connector configuration using the Test functionality available on Step 2 of Create Connector Campaign.

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If your test user successfully receives the message, your set-up is good to go. You can go ahead and Publish the campaign.

 

 

 

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