Authors create decision trees for customer self service, cold calling scripts for sales teams, or for troubleshooting guides for call center automation using the Yonyx platform. As the business processes get more complex, authors want to be able to search across a decision tree to efficiently manage and update the decision tree. By using a search feature with flexible criteria, Authors can quickly locate specific nodes within the decision tree to make revisions, add new information, or make improvements. This ability streamlines the maintenance process, ensuring that the decision tree remains accurate and up-to-date.
Growing need for searching across a decision tree
Yonyx decision trees are often used to represent complex business processes. Authors routinely create trees with hundreds or even thousands of nodes, where the functionality in each step of the decision tree may include:
- Rich Text
- Images
- Videos
- Author’s Notes
- User defined metrics
- Manual sort order
- Score
- Hide in user view
- Hyperlinks
- Embedded Forms
- Placeholder Functions
- API Functions
- Auto-traverse Conditions
- Flags
- Handoff to a Child tree
- Return to a Parent tree
Yonyx Map View has evolved to allow Authors to search across their decision trees by various criteria. Authors can use multiple criteria to search within a decision tree using Yonyx Map View. To expand a decision tree, an Author can select the root node and press “x” on your keyboard to expand. Now select the search criteria from the drop-down right above Interactive View.
1. Text Search across all fields:
Simply type a word or a phrase without choosing any option from the search drop-down. Click Search. You will now see the number of nodes (guidance steps or user responses) that contain the search term. Click Next or Prev buttons right below to navigate to each node in Yonyx Map View. Choosing “All fields” as search criteria implies you are searching across all sections (Title, Body, Follow-on Question, Authors Notes, Placeholder Name, Value set for a Placeholder, Command Name etc.). If you perform the same search without entering any text in the search text field, all expanded nodes of the decision tree will appear in search results.
2. Text Search across Title fields:
Simply type a word or a phrase and choose “Title” from the drop-down. Click Search. You will now see the number of guidance steps where the search term appears in the Title section. Since the “Title” section is only applicable for guidance step nodes, no user response nodes will appear in this result. Click Next or Prev buttons right below to navigate to the node in Yonyx Map View. If you perform the same search without entering any text in the search text field, all guidance steps of the expanded decision tree will appear in search results.
3. Text Search across Body fields:
Simply type a word or a phrase and choose “Body” from the drop-down. Click Search. You will now see the number of nodes (guidance steps or user responses) where the search term appears in the Body section. Click Next or Prev buttons right below to navigate to each node in Yonyx Map View. If you perform the same search without entering any text in the search text field, all guidance steps and user responses of the expanded decision tree will appear in search results.
4. Text Search across Follow-on Question fields:
Simply type a word or a phrase and choose “Follow-on Question” from the drop-down. Click Search. You will now see the number of guidance steps where the search term appears in the Follow-on Question section. Because the “Follow-on Question” section pertains exclusively to guidance step nodes, no user response tree nodes will be included in this result. Click Next or Prev buttons right below to navigate to each node in Yonyx Map View. If you perform the same search without entering any text in the search text field, all guidance step nodes of the expanded decision tree will appear in search results.
5. Text Search across Notes fields:
Simply type a word or a phrase and choose “Notes” from the drop-down. Click Search. You will now see the number of tree nodes (guidance steps or user responses) where the search term appears in the Author’s notes section. Author’s notes are not visible to Agents or external users. Click Next or Prev buttons right below to navigate to the node in Yonyx Map View. If you perform the same search without entering any text in the search text field, all tree nodes (guidance steps and user responses) of the expanded decision tree will appear in search results.
6. Search for Orphan User Responses:
Every branch in a decision tree should end with a guidance step. Orphan User Responses refer to User Response nodes lacking connections to any guidance step. Conducting a search for Orphan User Responses shows results containing all incomplete pathways within the tree. Authors should undertake this search as part of the verification process to ensure the guide’s completeness.
When inputting search text into the textbox during this search, you are specifically looking for Orphan User Responses that include the entered search text.
7. Search for Leaf Guidance Steps:
Leaf Guidance Steps serve as the terminal points for decision tree pathways. It is essential for every path in the decision tree to conclude with a leaf guidance step. When entering search text into the textbox for this search, your focus is specifically on locating Leaf Guidance Steps that incorporate the provided search text.
8. Search across a decision tree for Image nodes:
Selecting this option from the dropdown menu will display search results containing all guidance steps that include at least one image.
9. Search across a decision tree for Video nodes:
Selecting this option from the dropdown menu will display search results containing all guidance steps that include at least one video.
10. Search across a decision tree for Handoff nodes:
When constructed hierarchically, Yonyx platform allows authors to seamlessly transition users from a Parent to a child decision tree. Users may also return back to the handoff guidance step after traversing through the child decision tree. Opting for this choice in the search dropdown menu will show search results containing all guidance steps featuring a handoff to another decision tree.
11. Search for Return to parent nodes:
Hierarchically constructed decision trees allow authors to seamlessly transition users from a Parent to a child decision tree and return to parent tree. As a user navigates a child decision tree and arrives at a guidance step with the “Return to parent” checkbox selected, they will promptly revert to the handoff guidance step within the parent decision tree. Choosing this option from the search dropdown menu in a child decision tree will display search results featuring all guidance steps with the “Return to parent” option activated.
12. Search for Scored User responses:
Yonyx decision trees can can also be used for lead qualification, customer surveys, or quiz creation. In these scenarios, the capacity to assign a score to each user response becomes valuable. By default, every user response has a score of zero. Authors have the flexibility to allocate a score within the range of -20 to +20 for each user response node. Opting for this selection in the search dropdown menu within a decision tree shows search results highlighting all user response nodes with a non-zero score associated with them.
13. Search for Hidden User responses:
An author has the option to conceal a user response in the user view. Selecting this option effectively deletes an entire decision tree path without actually removing the nodes. Selecting this option hides such responses in the user view. Choosing this option from the search dropdown menu within a decision tree will display search results featuring all user response nodes with the “Hide in User View” option enabled.
14. Search for Guidance steps with Command:
A Yonyx command is a configurable form that can be embedded in any guidance step. A custom command refers to custom code within a Container App that incorporates a Yonyx decision tree. Selecting this choice from the search dropdown menu within a decision tree will present search results showcasing all guidance step nodes that have a (Yonyx or Custom) Command associated with them.
Focus on finding Guidance steps containing the specific command by entering its name in the search text box.
15. Search for Nodes with Yonyx Placeholder:
A Yonyx placeholder is an object that can store values. An Author can use Placeholders defined once, in many nodes across multiple decision trees. An author can
- Set the value of a Yonyx placeholder
- Display the value of a Yonyx placeholder
- Use the value of a Yonyx placeholder to set auto-traverse conditions
Selecting this choice from the search dropdown menu within a decision tree will present search results showcasing all nodes that reference a Yonyx Placeholder. When entering search text into the textbox for this search, your focus is specifically on locating decision tree nodes that include the particular Placeholder whose name was entered in the search text.
16. Search for Nodes with Placeholder Auto-Traverse Conditions:
Placeholder Auto-traverse conditions are logical conditions based on Placeholder values, that, when fulfilled, prompt the decision tree to automatically progress along a designated path. These conditions are defined in User Response nodes of a decision tree. Choosing this selection from the search dropdown menu displays search results featuring all User Response nodes containing Placeholder Auto-Traverse conditions.
17. Search for Nodes with Command Auto-Traverse Conditions:
Auto-traverse conditions based on the return value of a custom command in the guidance step directly preceding the specified user response are referred to as Command Auto-traverse conditions. The decision tree automatically advances along the designated path when these conditions are met. Opting for this choice from the search dropdown menu shows search results with all User Response nodes containing Command Auto-Traverse conditions.
18. Search for Nodes with Fallback Auto-traverse Option Checked:
Select a specific User Response node following any guidance step to designate it as the Fallback Auto-Traverse User Response. Do this by checking the “Fallback Auto-traversal” checkbox for the chosen User Response node. If the Auto-traverse conditions for other User Responses of this Guidance Step are not satisfied, the user will automatically move to the User Response with the Fallback Auto-Traverse option enabled.
Selecting this option from the search dropdown menu will display search results containing all User Response nodes with the Fallback Auto-Traverse option enabled.
19. Search for Nodes with Placeholder Functions:
An author has the flexibility to add one or more Yonyx Functions into a guidance step. Yonyx Functions facilitate calculations using Placeholder values. These functions include a range of Math functions, List functions, Date functions, API functions, Format functions, and String functions.
Opting for this choice from the search dropdown menu shows search results featuring all Guidance Step nodes that include at least one Yonyx Function.
20. Search by Node ID:
Each node in a Yonyx decision tree has a unique Node ID. This ID is visible under the Interactive View in Yonyx Map View. Opting for this choice from the search dropdown menu and entering a Node ID in the search text box selects the specific node (Guidance Step or User Response) in Map View.
21. Search for Nodes containing a Metric:
Each node of a Yonyx decision tree can have a user defined metric associated with it. Learn more about User Defined Metrics in Yonyx. Opting for this choice from the search dropdown menu shows all nodes (Guidance Steps or User Responses) with a metric associated with them.
When entering search text into the textbox for this search, your focus is specifically on locating nodes that include the particular Metric whose name was entered in the search text.
22. Search for Nodes containing a Drop-off Metric:
A drop-off metric is associated with a guidance step. This metric helps quantify the users who discontinue their journey at that step, and do not advance further along the decision tree path. Choosing this option from the search dropdown menu will display all Guidance Steps with an associated drop-off metric.
When entering search text into the textbox for this search, your focus is specifically on locating guidance steps that include the particular Drop-off Metric whose name was entered in the search text.
23. Search for Nodes with a Flag:
Co-authors reviewing a Yonyx decision tree can mark a node with a flag of one of seven colors (Red, Orange, Yellow, Green, Blue, Purple, or Gray) to signify nodes that they have reviewed. Others employ flags to delineate sections of the decision tree related to distinct customer types. The flags assigned to a node are only visible in Author view.
When an author selects this option from the search dropdown menu, a subsequent sub-option emerges, prompting the author to pick one of the seven colors or select “No Flag.” The displayed search results include all decision tree nodes that contain a flag of the chosen color.
24. Search for nodes Identical to selected node:
Authors frequently utilize the copy and paste function to duplicate guidance step or user response nodes within a Yonyx decision tree. This practice is common when many guidance steps requires slight variations in language for a particular paragraph of the call script, while maintaining consistency in the remaining content. In such a use case, authors intend to systematically edit each instance of the copy pasted guidance step across multiple decision tree pathways. If an author has duplicated a specific guidance step multiple times with the purpose of making such modifications, this search option is employed to identify all identical copies of the chosen guidance step.
25. Search for nodes Similar to selected node:
In the scenario described earlier, if the author intends to locate all guidance steps that have undergone slight modifications while maintaining consistency in the rest of the content, this search option is utilized to identify nodes resembling the selected one. The search essentially compares the text of the chosen node with the text of all other nodes in the decision tree, identifying nodes similar enough to the selected one, including those with identical text.
26. Search across a decision tree for Unused nodes:
Nodes within the decision tree that are never accessed by users navigating through it, pose a challenge for authors due to the tree’s substantial size and complexity. Identifying such extraneous “baggage” is essential for streamlining and simplifying the tree. This search criterion assists in pinpointing these unused nodes. To initiate the search:
- Select the root node and push “x” to expand the decision tree completely.
- Run a cumulative traversal analytics report.
- From the Interactive View Panel, choose a date range – say the last one or two months
- Click Get Usage button
- Now select “Search for Unused nodes” from the search drop-down
- Click Search
The search results will display nodes that received no visits throughout the chosen date range from the cumulative use of this Yonyx decision tree by all users.
27. Search for Sorted User Response Nodes with Fixed Order:
A user response node can be designated with either a Manual sort order or a popularity sort order. User responses with fixed sort order are presented sequentially in the User View. Their order is based on the Manual sort order value of each node. Conversely, when the user responses following a guidance step are setup for popularity sort order (Manual sort order = 0), they are arranged to highlight the most popular user response directly beneath the follow-on question of the guidance step. Subsequent responses follow in descending order of popularity. Yonyx platform considers the last two weeks of cumulative usage by users to determine popularity.
When utilizing this search criterion in Yonyx Map View, the results showcase all user response nodes with a non-zero Manual sort order. When entering search text into the search textbox, the emphasis is specifically on identifying user responses with a non-zero Manual sort order that contain the search text.
