How to set up data encryption?

In this article, you will find information on how to set up the encryption of sensitive data.

Estimated reading time: 08 minutes


Botmaker allows you to set up and custom the encryption of sensitive data through our encryption system.

Our system enables the encryption of text as well as multimedia files (images, attachments, videos, and audio). Thus, the content will be only visible to authorized agents with granted access. For example, an agent is not allowed to view an encrypted image despite having the URL: to access it, they must have permission and decrypt it.

Note: Image encryption is not available for the Instagram wall, Facebook wall, and emails. It is currently enabled for Instagram Messaging and Facebook Messenger.

See how to do it in the following step by step guide:

Let’s get started!

  • Step 1: Go to the configuration screen and then to the security tab (Menu>Configuration>Security)

  • Step 2: Click on add to create customized encryptions for your conversations

You only need to define a name for your configuration and select the boxes you want to encrypt. The options are shown below:

  • Encrypt user messages
  • Encrypt bot messages
  • Encrypt agent messages

  • Step 3 Click on “Default Configuration’’ and select the configuration you created.

Note: This step is optional. If you do not select a default setup, you can encrypt using intents. To learn how to encrypt from an intent, keep reading this article.

  • Step 4: Click on save. You have already completed the encryption setup that will apply by default in all your conversations.

Encrypt from an intent

You can encrypt from a specific intent and end the process in the same way. This function is useful when you want to encrypt using more than one setup, encrypt specific conversations, or parts of a conversation.

Let’s learn how to do it easily by following the steps below:

  • Step 1: On the configuration screen, make sure not to select any default encryption or have more than one encryption option selected

  • Step 2: On the intent you want to begin encrypting, add the action “start encryption” and choose the custom security configuration that you created earlier.

  • Step 3: Click on save. Based on the custom configuration you selected, the system will encrypt the data continuing from that intent.

With the same process used to encrypt from an intent, to finish up encryption we need to add the action “end encryption” on the desired intent. Then click on save and you are all set!

Encrypting variables

You can easily encrypt specific variables from intents. Simply add the action “encrypt” and select the variable you wish.

Agents encryption permit

Assigning permits to an agent is very easy. Follow the step-by-step guide below:

  • Step 1: Go to the screen “roles” and click on edit (if the agent you wish to assign already exists) or on “new role” for a new agent.

  • Step 2: In the pop-up window, go to the permissions area and click on configuration. By activating “configuration”, you will see different sections to select. To assign encryption permits, you have to check the option “security”.

  • Step 3: Click on save and you are all set.

If you wish to remove permits from an agent, you can do so by deactivating the option security in the configuration area.

Note: this service has an additional cost.


Written by: Botmaker Team
Last updated: 06/08/21