Use chatbot flow builder
The flow builder helps you create automated chatbot flows. Each flow starts with a trigger, for example, when a subscriber sends a keyword. Then, your chatbot answers questions or collects subscriber data based on the steps you set up.
Let's talk about how to create, save, test, and manage chatbot flows.
Create a flow
By default, your chatbot has the Welcome message, Standard reply, and Unsubscribe from bot flows. You can also create custom flows.
Read more: Create a chatbot structure.
To create a flow, go to Bot structure > Flows and click Create a flow. To edit an existing flow, select it in the list and click Edit the flow.
To add elements, drag them from the sidebar to the workspace. You can also drag a connector from an element to an empty area of the workspace, then select the element to link. To open the quick action menu, right-click anywhere in the workspace.
Read more: Create a chatbot structure and Use chatbot builder elements.
To align elements in the order your chatbot runs them, click Order.
Elements that wait for a subscriber's response can link to an unlimited number of elements. The Continue connector can link to up to 100 elements.
View your flow history
While you edit a flow, you can reverse or restore your latest unsaved changes. To do this, click Undo or Redo.
Once you save a flow, you can no longer Undo or Redo changes. To go back to an earlier version, click the flow history icon, and select a version from the drop-down list. Next to each version, you can see its date and the team member who saved it.
Flow history stores up to 20 flow versions and is available with a paid pricing plan.
Save and test your flow
Once you finish editing a flow, save it. SendPulse adds each saved version to the flow history. To save the flow, click Save.
To save the flow and take another action, click the arrow next to Save and select an option:
| Save and send to yourself |
Saves the flow and sends it to you in the messaging app to test if everything is set up and working as expected. You can also send yourself a message on the flow management page. To do this, select Test sending in the drop-down list. |
| Save and exit | Saves the flow and closes the flow builder. |
| Share this flow |
Opens a window where you can copy a link or QR code to launch your flow or share it for preview. Read more: Launch a bot via a link or QR code and Create a public chatbot flow preview. |
If you leave the flow builder without saving, SendPulse saves your changes as a draft. The next time you open the flow, you can choose the draft or the last saved version.
On the flow editing page, you can see which changes you've saved.
After you save a flow, you can find it in the Flows tab, organize it into a folder, test it, or copy it to another chatbot.
Last Updated: 09.09.2024
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