Upgrade to the Ada chatbot feature

If you have an existing Dixa handoff that predates the Ada chatbot feature, upgrade it to use the newer feature. These steps only need to be completed once per Dixa instance.

Support for the Ada chatbot feature must be enabled by the Dixa team before you continue. Contact your Dixa representative to request it.

Create an Ada chatbot in Dixa

Create a chatbot of type Ada in Dixa to generate the token used by the upgraded handoff.

To create the chatbot:

  1. In your Dixa instance, go to Settings → Chatbots.
  2. Click Connect chatbot.
The Connect third party chatbot dialog in Dixa with Ada selected as the chatbot type
  1. Select Ada as the chatbot type, enter a name for the chatbot, and click Create chatbot.
  2. Copy the generated token and store it in a safe place.
The Dixa dialog showing the generated Ada chatbot token, ready to copy

Set an optional queue on the handoff action

(Optional) Add a Queue ID to the Handoff to agent action to transfer the conversation to a specific queue. If it is not set, the conversation is transferred to the default queue.

The Dixa Queue ID field on the Start a live chat action

Update the Dixa token

After the new chatbot token is created, the handoff configuration and the Dixa Utilities app must be updated with it.

Your Ada team will update the Dixa token on the handoff configuration and in the Dixa Utilities app during the upgrade. Contact your Ada representative to proceed.