Getting Started

Backend Components

Knowledge Base

A catalog is built around a knowledge base. These are a set of tabular data that provides structured information to the catalog. Only the account owner has access to the KB.

The KB tables can be created, edited and deleted using the online KB manager.

catalog's knowledge base

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KB Data placeholder

The catalog can have a knowledge base (KB). This could be a simple list of item names and their description. The catalog pages are generated from KB. A placeholder stands for the items that are defined in the catalog's KB. The KB wizard helps you in putting such patterns.


The figure shows the catalog's KB


The figure focuses on the "Substitute from catalog KB" form of the editor

To create a KB placeholder, you have to specify the table name and its column. Additional conditions can be added to this data. The editor contains the "Substitute from catalog KB" form in the right-hand panel of the online editor. This will assist you in creating the KB placeholder.

For example, this pattern {{db/catalogue/desc/name=:item/}}, outputs description of item's name matching the user's choice in a previous step.

In the wizard, pick up the schema that you want to be queried. Then click on the relevant column. Optionally you can add a condition that checks the KB against the data collected. For example, name=:item will look for items under the condition that name of such item is the same as the one the user-specified when he selected item. The output will be the description of the item that the user selected in one of the previous step.


The figure focuses on the "Substitute from catalog KB" form of the editor

The figure focuses on the "Substitute from catalog KB" form of the editor

In this example, the condition is on the KB table catalog, where you are looking for the row(s) that have name="item4". The output will be the description of "item4".

We can also define KB placeholders that list data in the KB, like {{db/menu/category//}} . This lists all the categories in KB- table menu.

Often a plain listing is not visually appealing. To format the listing you can add tags that are substituted with corresponding Html tags. A example of such placeholder is shown below:

{{db/menu/#LI,category,#IL//}}

TAGSubstitutionDescription
#NL<\br>A new line
#LI<li>List opening tag
#IL</li>List closing tag
#SP<&emps;>Space
#H4<h4>Sub title opening tag
#4H</h4>Sub title closing tag

Images

Image wizard helps in uploading and maintaining the image library for the catalog. The uploaded images can be selected and dropped into the catalog pages from the online page editor. The online editor helps in aligning and resizing images.

qr-code badge for the app

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You can upload images and then add them to your message to make it more expressive. From the wizard, go to Images and upload images that highlight your brand or decorate the messages. You can upload up to 100 images of up to 2MB each.

The image tool accessible from the Message editor lets you pick up from uploaded images. A click on the image on the image listing adds the image to the Html editor pane.

The workbench lets you customize the Message in ways that your brand is reflected along with the message.


The figure shows the editor pane with image pickup wizard.

User Data

The catalog user's responses are neatly arranged in the user data. While going thru this data, the annotation field is used to add useful information. The annotation field is shared with the user thru the catalog. This allows the catalog owner to send status updates to the catalog user in real-time.

catalog user data

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User Data placeholders

While interacting with a catalog, the user can drop his email or name. These responses are captured and stored in the backend database. This data is available as tabular data that can be browsed and edited.

If you have asked the user for his name during the course of interactions, then at some point you will want to address the user by his name. To do that, you will add a "name" placeholder which is replaced at runtime. The following form in the editor will help you do that:

The figure shows the Data console that is part of the Dashboard.
The figure focuses on the "Substitute from user Data" form of the editor.

Type the name of the data item in the above form and click add. This action will add the data placeholder in the message. A placeholder is a pattern surrounded by {{}} for example{{mydb/user_data/value/item4/}}. The pattern value will be replaced by user provided value at run-time So this pattern will be replaced with that value at runtime. See how this value is captured in Action->Input.

The anatomy of a user data value placeholder is described below.

The figure shows a typical user data placeholder.