Drag-Drop Bot Flow Builder

Introduction​

This Flow Builder allows you to easily create interactive bot flows using a simple drag-and-drop interface. Follow this step-by-step guide to get started.

Overview of Interface​

  1. Available Components: On the left-hand side, you will see various components that you can add to your bot flow. Components include:
    • Text Message
    • Image Message
    • Audio Message
    • Video Message
    • Document
    • CTA (Call to Action)
    • Button Message
  2. Flow Canvas: The main area where you build and organize your bot flow.
  3. Save Button: Located at the bottom left, use this to save your bot flow.

Step-by-Step Guide​

Step 1: Start a New Bot Flow​

  1. Click on the Start Bot Flow component from the Available Components and drag it onto the Flow Canvas.
  2. Configure the Start Bot Flow component:
    • Matching Type: Specify the matching type (e.g., Leads, Customer, etc.).

Step 2: Add Text Messages​

  1. Drag the Text Message component from the Available Components to the Flow Canvas.
  2. Customize the text message:
    • Input your message in the provided text field.
  3. Connect the Start Bot Flow to the Text Message by drawing a connecting line from the blue dot of Start Bot Flow to the blue dot of Text Message.

Step 3: Add Images​

  1. Drag the Image Message component onto the Flow Canvas.
  2. Upload or select your image and any accompanying text.
  3. Link the Text Message to the Image Message by drawing a line between their blue dots.

Step 4: Add Call-to-Action (CTA)​

  1. Drag the CTA (Call to Action) component onto the Flow Canvas.
  2. Configure the CTA component:
    • Header Text: Add the header text.
    • Header Value: Provide the value or description for the header.
    • Link 1: Add the link for the CTA.
    • Footer Text: Add any footer text.
  3. Connect the Image Message to the CTA by drawing a line between their blue dots.

Step 5: Add Additional Components​

  1. Continue adding other components like:
    • Button Message: Adding interactive buttons
    • Audio Message: Incorporate audio messages
    • Video Message: Embed videos
    • Document: Attach documents
  2. Link each component sequentially as per your bot flow logic, ensuring that all components are connected via the blue dots.

Step 6: Review and Save​

  1. Review your bot flow on the canvas to ensure all components are properly linked.
  2. Click the Save button on the left-hand side to save your bot flow.

Did you find this article useful?

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