Bot Flow

Bot Flow List Page

• Bot Flow List Page : View and manage all your existing bot flows.
  • • Create Flow : Click the + Bot Flow button to create a new bot flow
  • • View Flows : See existing flows with details like name, description, and activation status
  • • Activate/Deactivate : Use the toggle in the "Is active" column to enable or disable flows
  • • Edit/Delete : Edit or delete existing flows using the Edit and Delete buttons
  • • Enter Flow : Click the green Flow button to view or modify a specific flow

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Creating A New Bot

After clicking the + Bot Flow button on the Bot Flow List page, a popup appears prompting you to enter details for the new flow.

Bot Flow Creation Popup

• Bot Flow Details : Define the basic information for your bot flow.
  • • Name : Enter the name of your bot flow. Example: Customer Support Flow
  • • Description : Provide a brief description. Example: "Provide end-to-end customer support for Corbital Technologies' SaaS product."

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Creating Flow

Clicking the + Bot Flow button takes you to the bot flow creation interface.

• Interface Overview : Overview of the Bot Flow interface and available components.
  • • Available Components (Left Panel) : Components you can add to your flow: Text Message, Button Message, Call To Action, List Message, Media Message, Location, Contact Card
  • • Start Trigger (Center Block) : This is the flow's entry point. Configure Contact Type, Trigger Type, and Trigger Keywords
  • • Save Flow Button : Located at the top-right, activates once all mandatory fields are filled

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Bot Flow Components Overview

Each component can be added to the flow canvas to build your conversation. Below is a summary of the key components:

1. Text Message

Used to send plain text messages.

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2. Button Message

Sends a message with interactive buttons for users to choose from.

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3. Contact Card

Shares contact information with the user.

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4. Call To Action (CTA)

Sends a clickable button with a link for the user to take an action.

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5. List Message

Sends a list with header, body, footer, and selectable options.

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6. API Request

Sends data from your bot flow to external sources and automation platforms. This component enables you to push conversation data, user responses, and flow variables to external systems like n8n or any other software that can process and utilize the flow data.

• Interface Overview : Overview of the Bot Flow interface and available components.
  • • Available Components (Left Panel) : Components you can add to your flow: Text Message, Button Message, Call To Action, List Message, Media Message, Location, Contact Card
  • • Start Trigger (Center Block) : This is the flow's entry point. Configure Contact Type, Trigger Type, and Trigger Keywords
  • • Save Flow Button : Located at the top-right, activates once all mandatory fields are filled

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Example: Complete Bot Flow

This is an example flow where:

• Example Flow Behavior : Demonstrates a sample bot flow sequence.
  • • Start Trigger : Listens for keywords from Customers
  • • Welcome Message : Sends an introductory text message
  • • Button Message : Offers options: "Technical Issue" or "Talk to Agent"
  • • Technical Issue Path : Displays a list message with common issues
  • • Call to Action : Links users to SaaS documentation
  • • Image Message : Shows a screenshot of bot flow creation
  • • Contact Card : Shares the agent’s contact information

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Activating Your Bot Flow

After creating and saving your flow, you return to the Bot Flow List page.

• Flow Activation : Enable or disable your bot flow.
  • • Activate Flow : Toggle the Is active switch to ON to enable the flow
  • • Functionality : Allows the flow to respond to messages based on defined triggers

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Summary

• Bot Flow Creation Steps : Summary of the bot flow setup process.
  • • Start at Bot Flow List : Create or manage existing flows
  • • Create New Flow : Set up start trigger and message components
  • • Design Flow : Add elements like text, buttons, lists, CTAs, images, and contact cards
  • • Save Flow : Ensure all required fields are completed before saving
  • • Activate Flow : Toggle the active switch to enable the bot flow