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Login to Experience Manager.
Select a project.
Select Agents > Taxonomy from the side menu.
Click Add (+) to create a new taxonomy.
Enter the following information and click Add.
Title. Enter a name for the taxonomy.
Description. Enter the purpose of the taxonomy.
Enable Auto Generate Slots to create the slots for this taxonomy automatically. Orbita generates an ID automatically for any new Taxonomy Tree.
The taxonomy has the following views:
Tree View. The tree view will display a structured interface of your Taxonomy. Content is organized as a tree. Where each branch is a different topic. The Category of a branch is the top-level item in the branch. All items beneath the Category item are sub-category items.
JSON View. The underlying JSON code for the taxonomy tree is present in the JSON View. You can copy the taxonomy tree from one instance to another using the JSON code. If you are familiar with JSON then you can even tweak the JSON code to rearrange the topics.
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Click Home to access options such as Delete, Edit, Create.
Click Edit.
In the Edit Dialog box, enter Title, Match Phrases, and content in the Multi-modal content editor.
Title. Describes the node and creates the auto-generated navigation. The title is added as one of the match phrases in the database. Do not include the title in match phrases. Keep titles short and unique for each article. Titles are used in the auto-generated navigation.
Match Phrases. Optional. Lists additional phrases to search against.
You do not need to use the plural form of the words.
Match phrases are used as slot values.
Separate match phrases with a comma.
See Best Practices (end of this document) for Tips on creating slots.
Note: Do not duplicate the match phrases in another topic or subtopic (even as a title name).
Partial Phrases. Optional. Same as match phrases, except that the partial phrases are not added as slot values. Separate partial phrases with a comma.
Voice. Select this tab for audio responses.
SayText. Content for voice response. Enter content for the voice assistant to speak.
RePrompt. Optional. Usually blank, because you would use the taxonomy self-navigation as a re-prompt. However, you could organize your content into a summary with SayText, with additional information in RePrompt. Enter content for the voice assistant to speak when there is no response, or response was not understood.
Text. Select this tab for textual responses such as for an automatic chatbot.
Chat Text. Enter content for the chatbot or other text display.
Reprompt. Enter content to display when there is no response, or a response was not understood.
Screen. Select this tab for responses on a display device.
Short Title. Enter a short title to display on the screen.
Long Title. Enter a long title to display on the screen.
Body. Enter the content of the taxonomy node for the screen display.
Image Small. Click Upload to open the Asset browser where you can select an image and click OK to upload it. The display device uses either the small or large image, depending on its capability.
Image Large. Click Upload to open the Asset browser where you can select an image and click OK to upload it.
Note: You can use images that are in the Asset browser only. To upload an image from your local system to the Asset Browser, click Browse. After the image is added, you can select it and click OK.
Button. Select this tab to define push-button responses. Use this for chatbots. (See image below.)
Value. Enter the value of the button.
Text. Enter the text you want to appear on the button.
Attributes. Use this field to make a notation about the taxonomy node. For example, perhaps you made an agreement with your developer to publish a taxonomy node based on whether you enter the word “Approved” into the Attributes field. Or, if you wanted multiple approvers, you can use a comma-separated list such as “approver 1, approver 2”. There may be other uses that you can discuss with your developer.
Click Save to save the edits. After saving it, the system creates and assigns an Id to this category.
You can start creating your own taxonomy by clicking Add (+) to add a category under Home.
Fill in the Title, Match Phrases, and the content in the Multi-modal content editor, then click Save.
Example: Tree view of a taxonomy.
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Best Practices
Defining the slots
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