Update Properties Skill

Overview

The Update Properties skill updates specific properties or variables within the dynamic workflow. This skill ensures that the necessary information is captured and updated in real-time, allowing for a more personalized and accurate interaction.

Update Properties skill use cases

• Profile updates: Update user profile information such as name, email, and phone number during a conversation.

• Order Management: Update order details like shipping address or contact information based on user input.

• Custom Field Updates: Update platform custom fields using dynamic workflow variables.

Example

Consider the instance, a user wants to update their email address during an interaction and provides the user input: "I need to change my email to john.doe@example.com." Now the profile_cust_email custom field can be updated using the update properties skill.

Configure the Update Properties skill

1. Within your conversational ai application, click on Skills.

   

2. Click on Add Skill and select Update Properties.

   

3. Enter the skill Name and Description.

   Note: Ensure you provide precise information about what is required of the skill under the Description field as it is passed as context to the gpt.

4. Under Setup Function, define the variable to capture user input (Name), variable description (Description), the variable format that is string/integer/boolean/number (Type) and if it is a mandatory variable (Required).

5. Finally, if the variable input will be used to update any platform custom field, define it within the Select custom field to be tagged section, by selecting the platform custom field name (Name) and whether it is a mandatory field (Required).

6. Click Save to save the skill.

   Note: : You can Use the captured data within the workflow by referencing it with the ${}