Engati - User Guide
What's New?
Release Notes May 2024
10min
Hi All, as part of our monthly deployments, we had a release. Following is the summary of the changes:
360dialog TSP - New Integrated Onboarding Workflow
- Description: Onboarding customers directly via Engati portal under Engati TSP route with 360dialog, enabling self-registration and reducing onboarding friction.
- Applicable for: All new WhatsApp customers, enabling them to self-register and onboard as PLG (Product-Led Growth).
- Impact: Faster onboarding with greater control over account management, reducing time-to-go-live for customers.
- Enablement: Enabled via ENABLE_EMAIL_TEMPLATES entitlements.
Email Template
- Description: Customers can now create reusable email templates, similar to WhatsApp templates, and use them in the Send Email Node.
- Applicable for: Customers with Email as a channel.
- Impact: Simplifies creating rich-text email templates, reducing the time required to create email messages.
- Enablement: No separate enablement necessary.
New Integrations for White Label Partner
- Description: All Integry integrations are now available to WL child customers behind an entitlement.
- Applicable for: Partners using Zoho CRM, Google Places API, Pipedrive, Jira, Excel Online, Freshworks CRM, Agile CRM, Zendesk Sell, HubSpot, and others.
- Impact: Easier integration with applications without requiring API knowledge, reducing solutioning efforts.
- Enablement: Enabled via EXTERNAL_INTEGRATION_PROVIDER entitlement.
Store User Conversations for 13 Months Instead of 90 Days
- Description: Extended storage for user conversations to 13 months, primarily for enterprises needing context and audit details.
- Applicable for: Enterprise and above customers.
- Impact: Supports context retention and improved customer experience, increasing stickiness and retention.
- Enablement: Available upon special request at an additional cost.
Partner Dashboard
- Description: A consolidated dashboard for partners to view all customers’ platform consumption.
- Applicable for: Engati’s partners.
- Impact: Reduces effort and saves time by eliminating the need to log in to each customer’s account.
- Enablement: Account setup and report generation provided via QuickSight.
E-commerce Accelerator
- Description: Introduced Shopify Accelerator & WooCommerce Accelerator plans to streamline onboarding for e-commerce businesses.
- Applicable for: Businesses with Shopify & WooCommerce websites.
- Impact: Quick onboarding with minimal customer support effort.
- Enablement: No separate enablement necessary.
URL Shortening for Reference Sources
- Description: Shortens URLs for non-web channels, making links more user-friendly.
- Applicable for: Businesses on non-web channels like Incredible India and HDFC Capital.
- Impact: Cleaner and more user-friendly responses.
- Enablement: No separate enablement necessary.
Access-Based Document Filtering
- Description: Categorizes and displays responses from documents based on user roles, ensuring secure and compliant data access.
- Applicable for: Organizations requiring role-based document access, including IIFL-Samasta and JindalX.
- Impact: Enhances data security and compliance by restricting unauthorized access.
- Enablement: Enabled via role-based configuration.
Dynamic Question Generation
- Description: Generates follow-up questions based on matched content to guide conversations.
- Applicable for: Customers seeking enhanced bot engagement, including HDFC Capital.
- Impact: Increases engagement and guides users effectively through conversations.
- Enablement: No separate enablement necessary.
Override LLM Response with Static Response
- Description: Allows static responses to override eSenseGPT outputs for specific queries.
- Applicable for: Use cases with sensitive or custom query responses, including Nova IVF and Incredible India.
- Impact: Ensures controlled and accurate responses for predefined queries.
- Enablement: Configurable through customer query setups.
Add-Ons on Revenue Dashboard
- Description: Added new attribution calculations for CTWA, enhancing visibility into ad revenue ROI.
- Applicable for: Shopify customers using CTWA.
- Impact: Simplifies selective retargeting and demonstrates product ROI effectively.
- Enablement: No separate enablement necessary.
Product Discovery Data Tracking
- Description: Tracks user journey across stages like COD-to-Prepaid conversions, drop-offs, and more.
- Applicable for: E-commerce customers using Shopify and WooCommerce.
- Impact: Provides actionable insights to enhance revenue realization and reduce return-to-origin costs.
- Enablement: No separate enablement necessary.
Website CTAs and Popups
- Description: Added lead-capture popups for campaigns like Abandoned Cart and Out-of-Stock Notifications.
- Applicable for: Shopify e-commerce businesses.
- Impact: Boosts lead generation and conversion rates.
- Enablement: No separate enablement necessary.
Product Enquiry Using eSenseGPT
- Description: Answers queries from indexed documents for e-commerce use cases like product pages and return policies.
- Applicable for: Shopify and WooCommerce customers.
- Impact: Facilitates conversational purchase journeys with contextual follow-ups.
- Enablement: No separate enablement necessary.
LLM Reference Links Setup
- Description: Accesses source documents for eSenseGPT responses to build workflows.
- Applicable for: GenAI customers.
- Impact: Enables contextual workflows and document-based actions.
- Enablement: No separate enablement necessary.
URL Shortening on Flow Builder
- Description: Shortens URLs in path-builder for WhatsApp chat interfaces and templates.
- Applicable for: Use cases like order notifications and coupon sharing, including ControlZ.
- Impact: Reduces text-size limitations and improves flexibility.
- Enablement: No separate enablement necessary.
Shop Assist Enhancements
- Description: Improved indexing and filtering for better product discovery in bot interactions.
- Applicable for: Shopify customers with structured product data.
- Impact: Enhances response accuracy and user experience.
- Enablement: No separate enablement necessary.
Updated 29 Nov 2024
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