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Create a chatbot flow

Flow settings, triggers, and rules
Written by Konstantine
Updated 2 weeks ago

Bot flows are essential not only for gathering lead information but help in qualification, chat tagging, and assignment to specific departments and team members. 

To create a bot flow, simply go to the Chabot section in the sidebar and hit the "Add new flow" button.

Here you'll be asked to choose one of the templates, or create a blank flow. It's always a good idea to edit available templates at first to see how everything works. After that, you're good to create blank flows from scratch. 

Let's choose "Collect contact details" for example, and slightly modify it.
Flow settings dialogue will appear. It's divided into 3 categories: General, Trigger, and Conditions.

Hint: If you are not sure how to set it up, for now, no worries - just fill only the required fields and proceed to the flow editor. You can return to the flow settings anytime.

General

  • Flow title - make sure to enter an informative title to easily navigate through the list of created flows, without the need to open each.
  • Widgets to launch - choose one or multiple widgets you want to apply this flow to.
  • Launch when - flow will work only team is online, offline, or always. 
  • Launch to - visitors, authenticated users, visitors and authenticated users.   (user auth mode)
  • Run only once per user - If unchecked, the bot flow will be launched each time any unique user meets the criteria defined for the flow.

Trigger

Start flow when:

  • Customer starts a new chat
  • Customer replies to chat Auto/Manual Message (auto messages)
  • Customer creates a chat or replies to chat Auto/Manual Message 

Conditions

Without conditions, the flow will run for all people after they send the first message in a chat. Make sure to add conditions to narrow down the audience.

You can specify multiple rules and use an option to match any or all rules specified there.

After specifying rules, Click "Add Flow" at the top.

Now you can preview available blocks in the flow, edit text, modify blocks, etc...
This simple flow asks users to provide name, email or phone, and after that tags chat and assigns them to a specific department.  You can change the tag, or assign chats to a different department on an agent by modifying these blocks. 

When the flow is ready, you can save it as a draft or Launch using the corresponding button at the top right.

By clicking the three dots menu, you can modify flow settings, check stats, duplicate or delete it.

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