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Add a chatbot

Chatbots are automated bots that you can create to engage or service your customers. The list of chat triggers can be found here - Admin > Chat Settings > Chatbots

Create a chatbot​

Click "Create Chatbot" on the right side above the list. This creates a new chatbot for you and takes you to the chatbot builder page.

Node Types​

On the left sidebar you see various options of different node types that you can use to build your chatbot. The most common node types are

  • Send a message - Send a basic text message with some attached media
  • Ask a question - Ask a question to the customer and wait for a reply. This node can also present pre-configured options to the user. Answers to these questions can be stored in user defined variables
  • Send template message - This node is for WhatsApp chats only and send a pre-configured WhatsApp template messages
  • Generate payment link - This node can be used to generate a payment link against a captured order or cart
  • Upsert [Object] - This node is useful to update a linked object to the chat with some information captured by the chatbot
  • AI Reply - This node is a recurring step that can reply to your customer from pre-configured content about your business
  • AI Product search - This node is a recurring step that can send product recommendations from configured products. It is useful for businesses like e-commerce stores

Add a new node​

To add a new node to the chatbot, you can simply drag and drop a node from the left sidebar to the central builder panel. Do not forget to link the new node to an existing node in the bot panel. Sample video below

Add a new chatbot node

Configure the node​

After adding a new node, click the pencil icon to configure the node properly. For example in a "Send a message" node you can add the text message to be sent as part of this node. You can also set a friendly label for this node to keep your chatbot configuration well organized.

Configure a chatbot node

End/Restart Keywords​

You can configure certain keywords to stop or restart the chatbot. To access this settings, click the gear icon next to the Save button.

When a user send an end keyword, the chatbot is immediately stopped. When a user sends a restart keyboard, the chatbot is reset to the starting step.

Starting step​

Every chatbot has a starting step which is the first step that is executed. Starting steps have a label on top of them indicating them as the starting step. When you create a new chatbot, there is a default message node which is marked as the starting step. But you can manually designate another node as a starting step by clicking the 3-dots icon on a node and then clicking the Set as start button.

Delete a node​

You can delete a node by clicking the 3-dots icon on a node and then clicking Delete button.

Clone a node​

You can clone a node by clicking the 3-dots icon on a node and then clicking Clone button. This will create a new node with the same config as the node which was cloned.

Delete a connection​

You can delete a connection between 2 nodes, by hovering near the middle of a connection until a X icon is shown. Click the X icon to delete a connection.

Make a connection​

Every node will have one or more connection handles indicated as small dots on the left or right side of the node. You can connect right handles of a node to the left handles of a node by clicking the source node and dragging the cursor to a destination node.

Each such connection indicates a flow of control from one node to another.

Save Chatbot​

After making changes on the builder do not forget to click the "Save" button. Chatbot changes are not applied until you save a certain config.