Learn about how to build flows
This section will give you an overall idea about how to use the Channel Automation flow builder. You can open a flow and try side by side when you learn it. IMPORTANT - 💁 Please make sure you go through every detail on this page before you start ...
1 User Field 2 Bot Field 3 System Field 4 User Id in Different Channels: 5 Variable Type 5.1 Boolean Value 6 Create Custom Field 6.1 Create Custom Field in Contents Section 6.2 Create Custom Field in Question and Action Step &nb ...
1 Send Text / Variable 2 Insert Custom Field Value and Emoji 3 Send Image / Audio / Video / File 4 Send Card 5 Send "For Each" 5.1 Value Format 5.2 Hidden Keys 5.2.1 INDEX Example 5.2.2 KEY/VALUE Example 6 Send SELECT after "For Eac ...
1 Set Quick Answers 1.1 How to give prompt and set quick answers? 1.2 How does the matching work in quick answers? 2 Skip Button 3 No Match 4 No Input 5 Ask for Image / Audio / Video / File / Record 6 Ask for Choice 7 Ask for Date / Dateti ...
1.1 Clear Custom Field / Clear JSON 1.2 input value 1.3 Math Formula 2 Set Text Variable 2.1 trim text 2.2 sub string 2.3 replace string / replace string case sensitive 2.4 to lower / upper case 2.5 generate random text 2.6 url encode ...
JSON is also a type of variable. It is used to store and manage a series of variables including normal varialbe and JSON variable. For example, this is a JSON storing a customer's detail: The "JSON Operation" is sitting in the "Basic Actions" list o ...
1 URL Params 2 Headers 3 Authorization 4 Body 5 Testing With external requests, you can call APIs from other third parties or your own server to request data, submit data and etc. In an Action step, find "External Request" in "Advance Action ...
1 Tag & Sequence Condition 2 Text Variable Condition 3 Number Variable Condition 4 DataTime Variable Condition 5 JSON Variable Condition 6 Custom Input 7 Math Formula With Condition step, you can go to different steps/sub flows depends on ...
With Split step, you can go to different steps/flows depends on probability. Split step can be used to build many interesting functions, like changing speeches rather than same responses all the time testing your new functions with just a small ...
"Goto Step" helps you jump to another step in the current subflow or jump to the start point of another subflow. Create new subflow directly, or choose an existing one. You can only jump to a step in the current subflow. Goto Step is going to make y ...
Canvas helps with step organization. We've learned that to move the workspace, click and drag the workspace. For selecting multiple steps, it's a bit similar. Hold the Shift key then click and drag to cover the steps you would like to select: Alternat ...
1 Create Sub Flow 2 Move Steps to Sub Flow 3 Call Sub Flow Same as "Canvas", "Sub Flow" can also help with step organization. "Canvas" organizes steps in a specific subflow while "Sub Flow" organizes steps in the whole chatbot/flow. Crea ...
1 Create Workflow 2 Workflow Example 3 Trigger Workflow A workflow can be considered as a backend flow where you can automate tasks such as adding or removing tags, set custom field variables, do external API calls. This way the conversa ...
A function flow is a fantastic way of preventing you to create repetitive flows over and over again. Think of when you need ask for emails or phone numbers. With a function flow you will be able to send the user to that one flow, then once completed the ...
People who opt-in to your chatbot by interacting with it are considered bot users. These become contacts inside of your chatbot channel and during the course of a single or multiple conversations, the chatbot will be able to gather information about them ...
With "Keyword", your users can easily jump to sub flows by typing in keywords rather than being lost in menus or buttons. go "Automation" from the sidebar click "Keywords" for "default reply", see explaination below click "+ New Keyw ...
1 Create Sequence 2 Message Settings 2.1 1. The countdown to send the message 2.2 2. Send anytime or between a time range 2.3 3. Send on which days of the week 2.4 4. Choose corresponding content type (IMPORTANT) 2.5 5. Pick a notification type ...
Triggers can help you automate certain processes in the chatbot. For example, when a user has opted-in for email you might want to sync this data with a CRM or Google Sheet. To get to the trigger section you need to go to the left-hand menu and select Au ...
A very important and great feature inside of Channel Automation is the ability to let the chatbot comment, like and send a person a pm when that person responds to on a post on your Facebook and or Instagram page. You can find this if you go to the left- ...
1 Bot fields 1.1 Creating a bot field 1.2 Managing your bot fields 2 User fields 2.1 Creating a user field 2.2 Create User field in tab overview 2.3 Create user field inside flow builder 2.4 Managing your user fields Bot fields ...
1 Create Tag 2 Add / Remove Tag 3 Use Tag in Condition Step 4 Use Tag in Live Chat User Tags are descriptors to help sort the lead into the correct category, and can be used to trigger certain flows. In Live Chat they can be viewed under the lea ...
OTN(R) is short for One Time Notification (Request) and allows you to send one follow-up message to a user once they opted in for this. This is only applicable to the Messenger channel. You will be able to create ONTR in two ways. Create and man ...
1 Creating and managing your Personas 2 How to use Personas Personas will help you to make your chatbot come over as more human. It allows you to set up a personal profile with profile pictures so people are more inclined to talk with the chatbot ...
For Facebook bots, you can have a persistent menu with 3 buttons at most. To setup: go "Tools" from the left sidebar click "Persistent Menus" "Edit Menu" "+ Add Menu" give menu title select a menu type, "Goto sub flow", "Op ...
1 Creating and managing Customer Feedback Topics 2 How to send a customer feedback topic A fantastic way inside the chatbot to collect feedback is to use Channel Automation’s native module for this. It will allow you to gather not only feedb ...
Error logs can help you troubleshoot bugs that can happen inside your chatbot. It can save you a lot of time trying to figure this out yourself otherwise. To access the error log you can go to Tools from the left-hand menu, then select the first tab call ...
To help you with testing your flows before they go live you can invite testers inside your chatbot. This will help you troubleshoot any potential problems that are happening in your flows. So to clarify a tester can view a flow that is not yet published. ...
For Facebook bots, you can set some widgets to quickly start talking to the bot. To setup: go "Tools" from the left sidebar click "Widgets" "+ New Widget" Messenger Ref URL Widget put a widget name choose a sub flow the l ...
With Channel Automation you have the ability to provide a multiple language chatbot experience. It is very easy to set up as well. How to add a new language To add a new language just go to Tools from the left-hand menu, then select the Multiple languag ...
1 Create Inbound Webhook 1.1 Webhook Address 1.2 Example of Received JSON 1.3 Values to Identify a User 1.3.1 Process for User Identification 1.4 Mapping Area 2 Webhook Logs 3 Demo: Booking Confirmation Inbound webhook is ...
Greeting text will be shown before users' interaction. To setup: Click "Settings" from the left sidebar, put your greeting text and click "Save". That's it! Note - Only the owner of this account can see the "Settings" option. This is ...