This section of the user guide is focused on testing your chatbot in staging. To help you navigate the article we have broken it down into the following sections:

What is Staging?

The staging feature allows specific chatbot knowledge base content libraries and/or offices to be accessible only in the admin portal and not active in an embedded bot that is live on the website. 

Staged libraries allow you to create and test chatbot content before the content is made live. This feature is useful for clients rolling out multiple departments or offices across campus and has different timelines for each department's rollout.

The staging feature allows users to differentiate between live content libraries and libraries still in testing and development. By designating specific libraries to be categorized as "staged," the content will continue to be editable and testable until the client determines the content is ready to go live. Clients may have some libraries available in the live chatbot while simultaneously continuing to build out and test other content libraries in staging.

Offices can also be placed in staging. Offices in staging will not show as an option when the chatbot asks to contact an office. 

Who has access to Staging?

The Test my Bot feature is available to individuals with the following permissions: 

For more information on user permissions, review the User Roles & Permissions article.

How do I place a content library in Staging?

Currently, placing content into staging is not a self-serve item. 

Submit a Support Ticket to request for certain content libraries or offices to be placed in staging so that you can test that content without it being live in an embedded bot.

How do I test Staged content in the admin portal?

To test staging library content in the admin portal, you must first engage with the chatbot by asking it a question from your knowledge base that is not in staging. Once you have engaged the chatbot, a toggle will appear that can be toggled on to include staging library content when testing.

The chatbot will need to be re-engaged with a question not in staging anytime you clear the conversation. 

How does staging look within the knowledge base?

Content libraries placed in staging will display a "Staging Only" tag within the General Library page.

Submit a Support Ticket when your testing is complete to make the office and/or library live within your chatbot.