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How to create a chatbot flow using drag-and-drop?

How to Create and Configure Chatbot Flows ⚙️

Once you’ve created your chatbot, it's time to configure the flow and make it interactive. Here’s how you can create and customize each step of your chatbot:

1 Adding a New Node ➡️​

To build the flow, you’ll need to add nodes to your chatbot. You can simply drag and drop a node from the left sidebar into the central panel. Don’t forget to link the new node to existing nodes to create a logical flow.

Add a new chatbot node

2 Configuring the Node 🛠️​

Once a node is added, it’s time to configure it. Click the pencil icon ✏️ on the node to open the configuration settings. For example, on the Send a Message node, you can:

  • Add the text you want the bot to send.
  • Attach media (images, videos, etc.).
  • Set a friendly label for better organization.

Configure a chatbot node

3 Setting Start and End Keywords 🚦​

You can define keywords to either end or restart the chatbot. To set these keywords, click the gear icon ⚙️ next to the "Save" button.

  • End Keyword: Stops the chatbot immediately when a user sends a specified keyword.
  • Restart Keyword: Resets the chatbot back to the starting step when triggered.

https://static-data.chakrahq.com/documentation-assets/whatsapp/chatbot-builder/setting-start-and-end-keywords.gif

4 Defining the Starting Step 🏁​

The first node in your chatbot flow is the Starting Step. By default, this is a Send a Message node. You can change the starting step by clicking the three-dot menu on any node and selecting Set as Start.

https://static-data.chakrahq.com/documentation-assets/whatsapp/chatbot-builder/defining-the-starting-step.gif

5 Deleting and Cloning Nodes 🗑️🔁​

  • Delete a Node: If you want to remove a node, click the three-dot menu on the node and select Delete.
  • Clone a Node: To create a duplicate of an existing node, click Clone in the three-dot menu. This will create a new node with the same configuration.

https://static-data.chakrahq.com/documentation-assets/whatsapp/chatbot-builder/deleting-and-cloning-nodes.png

6 Managing Node Connections 🔗​

Nodes are connected to form a flow. To delete a connection, hover over the connection line between two nodes, and click the X icon ❌ that appears.
To make a new connection, click on the right handle of one node and drag the cursor to the left handle of the destination node.

https://static-data.chakrahq.com/documentation-assets/whatsapp/chatbot-builder/managing-node-connections.gif

Saving Your Chatbot 💾​

After making changes to your chatbot, don’t forget to save your progress. Click the Save button 💾 to ensure that all your configurations are applied and that your chatbot is ready to go.