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Overview

Creating a powerful, automated conversation flow is easier than ever with Chakra Chat Chatbot Builder. Here's a step-by-step guide to help you build, configure, and launch your chatbot.

Note: Before proceeding, it is suggested to explore the chatbot builder basics to learn about the fundamentals of the Chakra chatbot builder basics

Create a Chatbot​

1. Create New Chatbot​

Go to Chatbots and click on Create Chatbot

Create Chatbot

2. Name the Chatbot​

Rename Chatbot

3. Default Starting Node​

In the chatbot builder, a Send Message (Welcome) is set as the default start node. You can choose to retain this or add a new node and make it the default

Welcome Message Node

4. Edit Nodes​

Edit the Welcome message node. Add a label(name), add body text message, and an image (optional) as required

Welcome Message Node

5. Add Nodes​

Next, add another node, say the Question node, and connect it with the previous message node with a connector.

Question Node

6. Edit the Question Node​

Edit the Question Node, add question text and then question node options

Edit Question Node Node

7. Add More Chat Nodes​

Similarly, add additional nodes as your chat workflow requires to create a complete chat workflow in the chatbot builder.

Complete Chatbot with more Nodes

8. Add Final Step Node​

You can create a Final step (End Step) in the Chatbot to signify the end of the chatbot session to your customer

Final Step Node

Additionally, if you wish to save the customer responses to the chatbot, use the Upsert Lead node to link the variable in each question node. This will capture the chatbot response in the lead attributes. You may need to [create lead attributes] for this. For example, if your chatbot flow is asking for a document from the customer, save this in a document format attribute in the lead.

Save Chat Response

10.1 Add STOP or RESTART Keyword​

  • Go to ⚙️ in Chatbot Builder

Configure STOP keywords to allow chat customers to skip the chatbot at any time for their convenience. You can also add RESTART keyword to allow restarting a chatbot flow.

STOP RESTART CHATBOT

10.2 Add Chatbot Expiry​

  • Go to ⚙️ in Chatbot Builder
  • In the Advanced Setting Section
  • Add Expiry Timeout time in minuted
  • Add Chatbot Expiry Message
Add Chatbot Expiry

11. Save the Chatbot​

Save the Chatbot in the Builder.

Save Chatbot

12. Add Chatbot Triggers​

Go to Chat Automation

Choose an apprpriate Chat Automation Rule. Configure automation for default chat scenarios.

  1. When a new chat session is opened during off-business hours: This automation will be triggered when a customer messages your team and a new chat session is opened.
  2. When a new chat session is opened: This automation will be triggered when a customer messages your team and a new chat session is opened. If the off-business hours automation (1) is also configured, then this automation will be triggered only during business hours.
  3. When customer sends a message during off-business hours and no keyword based chat trigger is invoked: This automation will be triggered every time a customer messages your team during off business hours. This automation is useful to setup an autoamted chatbot like a ticket booking bot.
  4. When customer sends a message and no keyword based chat trigger is invoked: This automation will be triggered every time a customer messages your team and no keyword based chat trigger is invoked This automation is useful to setup an autoamted chatbot like a ticket booking bot. If the off-business hours automation (3) is also configured, then this automation will be triggered only during business hours.
Chat Automation Rule Chatbot
  • Click on Take Action and choose Assign to Chatbot
  • Choose the desired chatbot to assign

13. Add Keyword Chatbot Triggers​

Configure keywords that trigger automatic messages or chatbots

Go to Chat Trigger

13.1 Add a Keyword Chat Trigger​

Keyword Chat Trigger

13.2 Configure Keyword Chat Trigger​

Keyword Chat Trigger

Your Chatbot is ready and live in action. Test the chatbot and get going.