1. In the Configure conversation window, in the Message text data field, enter the text of the message to display to the user.
2. Optional: To use text from an existing template, click Use existing.
3. Click Submit.

For example, in a conversation process related to a Fee Inquiry case, you can configure the shape to display information that a charged cancellation fee for a requested vehicle ride will be refunded within the next few days.

1. In the Configure conversation window, in the Question type list, select the type of question: Open ended, Buttons, Quick replies, or Yes or No.
2. In the Message text data field, enter the text of the question to display to the user.
3. Optional: To use text from an existing template, click Use existing.
4. If you did not select an open-ended question type, in the Options column, enter question options in each row, and in the Connectors column, select whether you want to use a connector for the option.
   The question options for which you do not select a connector automatically use the Else connector. For the yes or no question type, the system does not provide option connectors, only the read-only Yes and No connectors.
   For example: If you define the buttons or quick replies question type that the system uses to ask which color is the user's favorite, you can enter the following question options: Blue, Green, Yellow, Red, and Black.
5. Optional: To add additional question options, click Add item and repeat step 2.d.
6. Optional: To save a response to the question to a field, expand the Advanced section, and in the Save response to the field list, select a field in which to save the response.
7. Optional: To extract an entity from an open-ended question, in the Entity to extract list, select an entity type.
   For example: To extract an answer that is in a date format, select Date.
   This field gives you the ability to find the entity in user answers and automatically validate that the answer is in the correct format, for example, date or email format.
8. Optional: To repeat asking the question once, twice, three times or until a user enters a valid response, in the Number of repeats list, select 1 time, 2 times, 3 times, or Until successful.
   The chatbot uses smart validation and depending on the selected option for this step, the system continues to ask the question until a valid response is found. The system uses an additional connector if the chatbot does not find a response after asking the question the specified number of times.
   For example: You can use smart validation to ask for an answer in a date format a maximum of three times. If the user does not provide a date three times, then the chatbot uses the additional connector in the process to transfer the conversation to a customer service representative (CSR) so that they can assist the user further.
9. In the Validation error message field, enter or edit the message to display if the answer is not valid.
10. Click Submit.

For example, in a conversation process related to a Fee Inquiry case, you can configure the shape to ask the reason for disputing the cancellation fee using the Buttons question type with three options specifying that ride did never arrive, the ride was late, and another reason. The system saves the user's response to the multiple-choice question in the Dispute Reason field.

1. In the Configure flow window, in the Define flow list, select On current page, or On embedded page and then in the Select property list, select a property and a flow.
   To use the conversation flow in the context of the current work item, select On current page. If you use an object-oriented approach to the case data model that contains a nested structure, select On embedded page, and then select the context of which nested property to run the conversation flow.
2. In the Select conversation flow list, select the name of the conversation flow to use within the conversation process.
3. Click Submit.