---
# System prepended metadata

title: Studio Overview

---

# Studio Overview

Studio, a no-code segment of the platform, empowers you to create bots and shape their conversational paths when interacting with customers. It offers tools for training your bot in natural language processing, configuring conversation settings, and leveraging AI to craft dynamic conversation flows.

Additionally, you can implement custom logic, enabling your bot to excel in multilingual communication, integrate with third-party apps through APIs, and manage databases. 

Studio also provides access to review conversation logs, facilitating improvements in bot conversations and the creation of event-based flows.

## Access Studio

The Studio module can be accessed by two ways:

### Access Studio via module switcher

1. Go to the overview switcher on top and click **Studio**.

   ![](https://i.imgur.com/2kUZ1KQ.png)

You will land in **KB** section. 

   ![](https://i.imgur.com/PqYbCww.png)

The Knowledge base(KB) is a cutting-edge feature developed by Yellow.ai that demands minimal user intervention. Just share your website link along with a few essential supporting documents to get started. 

To know more about the functionalities offered by KB, refer to our help document [here](https://docs.yellow.ai/docs/platform_concepts/studio/kb/overview).

### Access Studio via home page

1. Click **Studio for automation**. 

   ![](https://i.imgur.com/QQRUdKo.png)

You will land in the **Build** section. The functionalities of the **Build** section has been expalined below.

   ![](https://i.imgur.com/3sBIdWE.png)

## Conversation settings

Conversation settings helps improve how the bot interacts with users, offering a better user experience. Here, you can set the bot to recognize returning users, set supported languages, assist with document searches, display banners, and define the bot's purpose.


   <img src="https://i.imgur.com/MnWdJfY.png" alt="drawing" width="60%"/>

### User identification

The User Identification flow in bot conversations involves identifying the user engaging with the bot. This is accomplished by prompting the user identifier flow for unidentified users even before starting the conversation, which may include an email address, phone number, or other unique information.

Click [here](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/userid-flow) to know in detail about setting up this flow.

### Language settings

Add the languages supported by the bot. This allows your bot to communicate in multiple languages, catering to a diverse audience.

   <img src="https://i.imgur.com/g4WdfnA.png" alt="drawing" width="60%"/>

### Suggestion

If your bot is unable to understand the user input, consider these helpful suggestions.

   <img src="https://i.imgur.com/DuwnrKd.png" alt="drawing" width="60%"/>


1. **Enable suggestions**: Turn this on to activate user input suggestions.
2. **Excluded flows:** Specify flows where suggestions will not be applied.
3. **Excluded categories**: Select the categories where these suggestions will not apply.
4. **Included categories**: Set categories where these suggestions should apply.
5. **Unsatisfactory button text**: Customize the text to display for unsatisfactory button.

   <img src="https://i.imgur.com/RgwS3Ok.png" alt="drawing" width="43%"/>

7. **Hide input**: Enable this option to hide the user input box, preventing users from entering responses.

   <img src="https://i.imgur.com/xgPODar.png" alt="drawing" width="40%"/>

9. **Message**: Provide the message to display when the bot doesn't understand the user's message.

    <img src="https://i.imgur.com/dmm73UD.png" alt="drawing" width="40%"/>

### Document search

   Document search lets the bot search documents for answers and respond to user queries. For information regarding the supported document types for upload and their corresponding procedures, please click [here](https://docs.yellow.ai/docs/platform_concepts/studio/train/what-is-document-cognition#-2-upload-files-to-document-section).     

   <img src="https://i.imgur.com/GyKQ3VN.png" alt="drawing" width="50%"/>

1. **Enable**: Activate this option to enable document search.
2. **Enable summarised results**: Opt for summarized results to have the bot condense and present information to the user.

   <img src="https://i.imgur.com/gRy9PX5.png" alt="drawing" width="40%"/>

3. **Enable links for summarized answer**: Enable this to provide summarized results with supported links.

   <img src="https://i.imgur.com/n4JYAFK.png" alt="drawing" width="40%"/>

### Call out banner

Display a callout banner at the top of your bot to convey important information to users, such as a 15% discount offer.


#### Add text banner

1. Click **+ Add a callout**.

   <img src="https://i.imgur.com/KebK3ui.png" alt="drawing" width="50%"/>

2. In **Type of banner**, select the banner type as **Text**  

   <img src="https://i.imgur.com/YXxbf37.png" alt="drawing" width="50%"/>

3. Enter the text to display in **Text** field.

   <img src="https://i.imgur.com/PNS2HWu.png" alt="drawing" width="50%"/>

4. In **Replies**, configure the response options for users. Click the button to edit them.

#### Add image banner

1. Click **+ Add a callout**.

   <img src="https://i.imgur.com/KebK3ui.png" alt="drawing" width="50%"/>

2. In **Type of banner**, select the banner type as **Image**  

   <img src="https://i.imgur.com/YXxbf37.png" alt="drawing" width="50%"/>

3. Upload the image to be displayed.

   <img src="https://i.imgur.com/TlU3Q5F.png" alt="drawing" width="50%"/>

#### Setting to Close or Minimise the banner

Here, you can choose whether to allow users to either minimize the banner with a customizable text message or completely close and remove the banner from the chat widget. **Minimise on close** offers users the option to close the banner while displaying custom text on it. **Close** enables users to fully close the banner and remove it from the bot.

1. Click **Settings** on top to define the banner's status once accessed. 

   <img src="https://i.imgur.com/5s9EvBR.png" alt="drawing" width="50%"/>

2. Choose your preference and click **Save**.

   <img src="https://i.imgur.com/8QXRABh.png" alt="drawing" width="40%"/>

### Bot objective

Specify the primary goal of the bot and the purpose for its interaction with users.

   <img src="https://i.imgur.com/HBEYg6o.png" alt="drawing" width="40%"/>

## Welcome (Start Flow)

 This is the entry point of the bot conversation. Here, you can assign a flow the bot should carry out when a user uses the bot for the first time.This is the flow that activates when a user initiates the conversation's initial session. 
 
 :::info
A session refers to the complete conversation a user has with the bot, from the outset to when they conclude the chat. If a user starts a new conversation after ending the previous one, it is considered as a separate session, and the welcome flow is triggered for that.
:::

For example, you want your chatbot to offer a welcoming message and introductory information when a user begins a conversation for the first time. You would set this as the entry point for the bot conversation, and the flow associated with it would initiate the welcome message and introduction. Subsequently, if the user ends that conversation and starts a new one, the welcome flow will again greet them in the new session.

   ![](https://i.imgur.com/AkqCkIa.png)

To set a welcome flow:

1. Click the **Welcome** option.
2. [Create a flow](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/journeys).

You can also set different start triggers for this flow. To know about setting triggers for a flow, click [here](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/configureflow#-1-configure-start-trigger).

:::note
If you had previously set a welcome flow in our previous UI, you will see a legacy node that contains the old welcome flow settings. You cannot edit it.
![](https://i.imgur.com/BN4TTGy.png)
:::

You can set any of the flows as a welcome flow.

![](https://i.imgur.com/TUZVCdt.png)

## Fallback (Fallback Flow)

The bot switches to this flow when it doesn't understand the user input.

   ![](https://i.imgur.com/ej9HWfL.png)

To set a fallback flow:

1. Click the **Fallback** option.
2. [Create a flow](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/journeys).

You can also configure different start triggers for this flow. For instance, you can use an event as a start trigger for a flow. Events like bot opening or closing can initiate a specific flow. To know about setting triggers for a flow, click [here](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/configureflow#-1-configure-start-trigger).

:::note
If you had previously set a fallback flow in our previous UI, you will see a legacy node that contains the old fallback flow settings. You cannot edit this.
![](https://i.imgur.com/OwHXy4c.png)
:::

Any of the flows can be set as a fallback flow.

![](https://i.imgur.com/L3nTKAv.png)

----

## Preview

The preview option lets you test the entire bot, giving you a look at how the bot would look, function, and converse with the end user.

![](https://i.imgur.com/ePnYure.png)

When you click the **Preview** button, it opens on the right side. You can also click the arrow on the top to open the bot in a new tab and test it.

![](https://i.imgur.com/CfWWPcN.png)

## Publish changes

In the **Publish changes** section, you have options to publish the bot, making it accessible to end users, and to export the bot as a template for future reference.

![](https://i.imgur.com/pTYufMt.png)

### Publish bot 

Publishes the entire bot live. Click [here](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publish-bot/modes) to learn more about publish.

### Export as bot template

Export the entire bot as a template to be reused in the future. Flows, databases and FAQs of the bot can be exported. 

To export a bot template:

1. Click **Export as bot template**.
2. To set up export, fill the following fields:

| Name | Description |
|------|-------------|
| Template name | Name of the template. This is auto-filled and you can modify the name of the template according to your preference. |
| Overview | Provide a brief summary of the bot. This makes it easier to select from various templates when you want to reuse.  |
| Template icon | Select an icon for the template or you can upload the icon of your choice. ![](https://i.imgur.com/hPTOxCL.png) |
| Description | Describe the template. |
| Flows | This allows you to export specific flows of the bot. In the drop-down, select flows that you want to export. . ![](https://i.imgur.com/7deVwfk.png) |
|Export table data | Enable this option to export database tables along with flows. <br/> <img src="https://i.imgur.com/DlwlOg3.png" alt="drawing" width="80%"/>|
| Add FAQs | Enable this option to export FAQs along with your flows. ![](https://i.imgur.com/4fpQd4a.png) |
| Key features | Add the main features of your bot to the template cover. This helps you see what the template is like and what makes it special when it is listed in the marketplace.|
| Template tags | Add tags for your template here. |
| Use cases | You can select up to three categories that are available in the drop-down that suit your template. ![](https://i.imgur.com/aVZJ3M7.png) |
| Languages | To add the languages the bot should support, include them in this section. |
| Industries | You can choose up to three industries that match your flow. |
| Channels | Select the channels in which you wish to operate the bot.| 

3. Click **Next**.
4. If you've selected multiple flows, you can switch between them and preview the one you want to export.

   <img src="https://i.imgur.com/VbIYpfD.png" alt="drawing" width="50%"/>

5. Choose who can access your template using these options:

* **Myself**: Publish and reuse the template for your own use.
* **Training**: Only users with access to the specific subscription can use the exported template.
* **Public**: The template is published in the Marketplace and publicly available within the bot after admin approval.

   <img src="https://i.imgur.com/Oy5FoDN.png" alt="drawing" width="50%"/>

6. You can view templates submitted for review under **User account** > **Exports**.


 <img src="https://i.imgur.com/B3U98x6.png" alt="drawing" width="100%"/>

 You can view the status of the template on this page.

 ![](https://i.imgur.com/oynJE4x.png)

 7. Templates that are exported to a private marketplace are automatically published without review. For subscription exports, the system requires a review and displays them on this page. The subscription admin can then view, test, and publish them. Similarly, templates that are exported to the public marketplace also undergo a review process and appear here. The public marketplace admin can then view, test, and publish those templates.

 ![](https://i.imgur.com/aAR4eF3.png)

 8. After selecting the access option for the template, the system will list the approved templates under the corresponding category.

 ![](https://i.imgur.com/e6T16cV.png)

--------

## Create your first bot

We will help you build your first lead generation bot. Follow the steps as mentioned below:

1. Go to **Studio** > **+ Create flow** > under **Start from Scratch** click **+ Create a flow**. 

![](https://i.imgur.com/QHc1Dxs.png)

2. Enter the following details: 

<img src="https://i.imgur.com/GWO7tI1.pngg" alt="drawing" width="40%"/>

   *  **Flow name**: Enter the name of your flow.
   *  **Flow Description**: Describe your flow. 
   *  **Category**: Add a category for your flow if required

3. Click **Create**.
4. Once the flow gets created, connect the Start node to [prompt nodes](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-nodes) to collect user information such as [name](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-nodes#12-name), [email address](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-nodes#15-email) and [phone number](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-nodes#13-phone) and store them in respective [variables](https://docs.yellow.ai/docs/platform_concepts/studio/build/bot-variables#41-store-data-in-variables).

   ![](https://i.imgur.com/tqRewYD.png)

2. Create a database table to store the prompt node responses. To do so,

* Go to the **Database** section and click **+Add new table**.

   ![](https://i.imgur.com/05LhABa.png)

* Provide a name to your table, enter the **Field name** to store the respective prompt nodes responses, set the data type for the responses, enable the **Searchable** option and click **Create Table**.

   ![](https://i.imgur.com/yFAM0zZ.png)

3. Go back to your flow and include a [database](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes#23-database) node. Choose the database table in which you would like to store the info collected from the user(the one you created in the previous step).

   ![](https://i.imgur.com/WAYvjQk.png)

4. In the **Record** section, click **+Add** to add the fields and the respective variables in which the user responses are stored.

    ![](https://i.imgur.com/uMp0hFt.png)

5. Set [Text](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes#1-text) nodes to display relevant messages for **Success** and **Fallback**.

   ![](https://i.imgur.com/ytCBCEi.png)

6. [Test the flow](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/configureflow#-3-test-a-specific-flow),  and then [publish](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publish-bot/modes) it.


