Common Chat Terms

Overview

This article covers commonly used terms to know as it relates to using Cadence Chat. 


Terms to Know

Student Engagement Platform

Cadence is now a student engagement platform (or engagement platform) that includes two channels - text and webchat. Having these two channels within the same platform allows for you to engage your students and other audiences all in one place.

Channels

Text and Chat are the two channels that exist within the Cadence Student Engagement Platform. A channel is essentially a product with a set of features.

Playbook

Playbooks are the roadmap of a chatbot conversation that steer website visitors to their desired destination. 

Playbooks are built around certain topics and goals such as admissions and lead capture or enrollment and submitting a deposit.

Flows

If playbooks are roadmaps, think of flows as specific streets or routes.  They break up the playbook to deal with specific sections of a topic or goal. 

One flow can be specifically used for capturing information, another flow can be presenting admissions information. A visitor can transition between flows throughout an interaction.

Chatbot

Bot functionality is the automated conversation the system is set up to have with a site visitor. It is the persona (name and avatar) that site visitors engage with. 

Live Chat

Live chat is when a human/user from the school is looped into the conversation to connect with a website visitor chatting with the bot.

Widget

The widget is what site visitors see and engage with on the website - usually in the lower right hand corner of the website. 

Leads vs Contacts

Lead is a person’s contact information that is collected through the bot.

A contact is someone in Cadence. A lead does not automatically become a contact in Cadence. Leads from Chat need to be exported and imported into Text.

Text User vs Chat User

Text-only Users have no changes to access. Cadence operates as normal.

Cadence Admins automatically have access to Chat.

Cadence Chat Users MUST be associated with a Text inbox. A User cannot currently be Chat-only.

Natural Language Understanding (NLU) 

Allows for visitors to free type questions or keywords to receive information that the menus may not have covered.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us