Steps & Decision Trees
Procedures in Pitaj.io are structured as sequential step pipelines enhanced with conditional branching (If/Else logic).
Procedure Step Types
When composing a new procedure, you have access to the following building blocks:
| Step Type | Description | Example |
|---|---|---|
| Agent Message | Deliver fixed explanatory guidance | “Please locate your 8-digit order number from your receipt.” |
| Option Chips (Buttons) | Prompt visitor with clickable choices | [Transit Damage] [Incorrect Item] [Defective Device] |
| Collect Input | Wait for structured user input stored to a variable | Text, email, phone number, or photo attachment |
| Conditional Branch | Evaluate conditions against prior inputs | If issue == “Incorrect Item”, jump to Step 4; Else Step 6 |
| Execute Action | Trigger an API endpoint or open a form | Verify hardware serial number against warranty database |
| Handover to Human | Escalate conversation to Help Desk live inbox | Notify available agents with high-priority audio alert |
Production Walkthrough: Warranty Claim Flow
Here is how a standard 3-step claim workflow behaves:
-
Step 1: Issue Classification
- Message: “We are sorry to hear that you are encountering an issue. What describes the problem best?”
- Buttons:
[1. Physical Damage][2. Hardware Defect][3. Return Request]
-
Step 2: Collect Order Reference & Photo Evidence
- Agent prompts: “Please enter your order reference and attach a clear photo of the damage.”
- Customer uploads photo directly inside the chat window.
-
Step 3: Automated Ticket Creation & Confirmation
- System registers a support ticket with tag
Priority: Highand appends the uploaded photo. - Assistant: “Thank you. Your warranty claim has been logged under #CLM-402. Our support team will follow up within business hours.”
- System registers a support ticket with tag
Handling Unexpected User Inputs (Fallbacks)
What happens if a user submits “I do not want to share my email” when email verification is required?
Pitaj.io features an adaptive input validator:
- If the submission fails syntax checks, the assistant politely clarifies why the attribute is required.
- Following 2 failed attempts, the procedure gracefully falls back to human escalation or logs an offline inquiry.