How to work with the chatbot flow builder

With SendPulse, you can create automated chatbot flows that will be triggered by a user action or keyword and answer customers’ questions or collect user information according to a predefined scenario.

In this article, we'll look at how to create a triggered flow, as well as save, manage, revert to a previous version, and test it.

How to create a flow

Chatbot flows are launched after receiving a trigger action or keyword from the user. By default, the Welcome message, Standard reply, and Unsubscribe from bot flows are available. You can also create your own custom flow.

To create a new trigger, go to your chatbot management page, and click Create a new trigger.

Select the trigger type and set up it. Select the callback time during which the flow cannot be triggered again. Click Add.

The callback time defines the time interval during which the chatbot will not trigger your flow again to avoid spamming.

To create a flow, click Create a flow.

Add the necessary elements to your flow, and save it.

Learn more about chatbot builder elements: How to use chatbot builder elements.

You can arrange flow elements automatically. Click Order in the upper-right corner, and the builder will align elements according to your scenario (in the same order that your bot executes elements or sends messages).

You can link an unlimited number of elements to elements that wait for user response and link up to 100 elements to the Continue button.

Flows where you have deleted a trigger are stored in the Saved Flows menu.

To run a flow from this list, you can copy the link and prompt the user to follow it directly or specify the flow when creating a new trigger.

Please note that you will not be able to send a free Instagram and WhatsApp chatbot message outside of the 24-hour window.

How to go to the chatbots menu

To go to the chatbots menu from the flow builder, click on the logo in the upper left corner, and select the desired menu item.

How to save your flow

When you're done editing the flow, click Save, or select Save and exit from the dropdown menu. The current version of the flow will be saved in your flow history.

You can also save an updated version of the flow while leaving the current version unchanged. To do this, click Save as a new flow. The new flow will be saved in the Flows section.

If you left the builder without saving the flow, the current version will be saved in the draft. The next time you enter the builder, you will be able to select your draft or the last saved version of the flow.

On the flow editing page, you can see which changes were or were not saved.

How to view your saved flows

You can also view the list of flows for which there is no trigger. To do this, go to the Flows tab.

To find a specific flow, click on the search icon, and enter the flow name.

Additionally, you can sort your flows by creation date, last updated date, and name.

How to manage your flow history

While editing your flow, you can undo or redo the last changes before they were saved. To do this, click Undo or Redo.

When you save your flow, you won't be able to click Undo and Redo, but you can revert it to previous saved versions. To do this, select a different saved version from the drop-down list, and continue working with the selected flow.

Please note that a maximum of 20 flow versions can be saved in the flow history. The flow history feature is available on a paid pricing plan.

How to manage your flow

In the drop-down menu, you can select the following actions:

• copy flow (copy the flow to another chatbot);
• test campaign (send yourself a flow script message);
• link to launch a flow (copy the flow link);
• unbind the trigger from the flow (unbind the saved flow from the trigger);
• delete (delete the flow).

Please note that you can only copy a chatbot flow to the same communication channel from which you copy it. For example, if you have a Telegram chatbot flow, you cannot copy it to a Facebook chatbot.

How to test your flow

You can test and send yourself the flow to see if everything is set up and working as expected. To do this, click Save and send to yourself in the builder.

You can also send yourself a message on the flow management page. To do this, select Test campaign in the drop-down list.

Last Updated: 09.09.2024