Step 2: Create a passage for credit card applications

Now that we've created our entity, we need to create a passage to use it.

Entities only have a value within the passage that captures them. Once the conversation flow moves on to another passage, the entity value is gone. To use an entity, the passage must have:

  • Inbound Questions that use the entity to capture the terms.
  • A chatbot message that uses the entity placeholder chip in its content.

We'll tackle each of these separately. First, let's create our passage:

  1. Open the Create section of the left-hand navigation.
  2. Click Conversations.
  3. Click the Card Applications conversation.
  4. Click the Passage icon to create a new passage in the conversation.
  5. Rename the passage to Credit card application.
  6. Click Save.

Now that we have our passage, let's create Inbound Questions to capture the card type the user mentions.

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