eastern-cyan•14mo ago

Unable to update the name in transcript

Hello, The name in the list of Transcripts shows only "User" I do not understand how to update it accorrding to the name of the userr and email. I have set the name to {Name} and email id to {email} and then updated user_id with {email} As you can see that in the screenshot. Can anyone help me?

6 Replies

Tico | Voiceflow Assistant•14mo ago

To update the name in the list of Transcripts, you need to ensure that the user information is correctly passed and configured. Here are the steps to follow: 1. Pass User Info for Transcripts: - You can set a name and an image that will be used in the transcripts linked to that user. This will not populate any variables or entities in your agent but will be visible in the Transcripts view. 2. Ensure Variables Exist: - Make sure that the variables for the username and user email are created in your agent before you reference them in the Code Step. 3. Viewing Transcripts: - Navigate to the Transcripts tab in the left-hand navigation. You can filter and sort the transcripts by date and tags. 4. Customizing Transcripts: - You can add custom tags and notes for better organization and collaboration with your team. If you have followed these steps and the name still shows as "User," double-check that the user information is correctly passed and that the variables are properly set up in your agent. For more detailed information, you can refer to the Customization & Configuration documentation.

eastern-cyanOP•14mo ago

i set the user_name & user_email variables too but it doesnt seem to be working either, am i doing anything wrong?

Tico | Voiceflow Assistant•14mo ago

To ensure that the user_name and user_email variables work correctly in your Voiceflow project, follow these steps: 1. Create Variables Before Using Them: Ensure that the user_name and user_email variables are created in your Voiceflow agent before they are referenced in any Code Step. Variables must exist prior to being set or used. 2. Set Variables with Default Values: You can set default values for these variables using JavaScript in a Code Step. Here is an example of how to do this:

    window.voiceflow.chat.load({
        projectID: 'your_project_id',
        url: 'https://general-runtime.voiceflow.com',
        versionID: 'production',
        launch: {
            event: 'type launch',
            payload: {
                username: 'Mary',
                useremail: 'email@example.com'
            }
        }
    });

    window.voiceflow.chat.load({
        projectID: 'your_project_id',
        url: 'https://general-runtime.voiceflow.com',
        versionID: 'production',
        launch: {
            event: 'type launch',
            payload: {
                username: 'Mary',
                useremail: 'email@example.com'
            }
        }
    });

3. Pass User Info for Transcripts: If you want to pass user information for the Transcripts view, you can set a name and an image that will be used in the transcripts linked to that user. Note that this will not populate any variables or entities in your agent. 4. Avoid UserID Collisions: Ensure that each user has a unique userID to avoid any data mix-up or privacy issues. The userID identifies a conversation, and collisions can lead to mixed conversation data. 5. Testing Variables: You can test and simulate the variables in action by using the Test Tool on Canvas. Navigate to the Variables sidebar in Test mode, set the value of your desired variable, and run the test. For more detailed information, you can refer to the following documentation: - Customization & Configuration - Prototyping & Test Tool

eastern-cyanOP•14mo ago

How to Pass User Info for Transcripts?

Tico | Voiceflow Assistant•14mo ago

To pass user info for transcripts in Voiceflow, you can set a name and an image that will be used in the transcripts linked to that user. This customization does not populate any variables or entities in your agent but is useful for identifying users in the transcripts. Here’s how you can do it: 1. Set User Name and Image: - You can pass a custom user name and image string for the transcripts. This is optional but helps in identifying the user in the transcript view. 2. Pass Custom UserID: - You can also pass a custom userID if needed. This is optional and can be used to uniquely identify users. 3. Pass Custom Variable Values: - You can pass custom variable values that might be relevant to the user session. This is also optional. Viewing Transcripts: - You can view the transcripts by navigating to the Transcripts tab in the left-hand navigation. - Use filters to sort and organize transcripts by date or tags. - You can also configure the type of data you'd like to view, such as Debug Messages and Intent Confidence data. For more detailed information, you can refer to the Customization & Configuration documentation.

eastern-cyanOP•14mo ago

This works if i want to set the username and picture from the website itself, but i want to do it from the bot, the bot should be able to pass the user info to transcript, how to do that?

Unable to update the name in transcript

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