Bot Builder User Guide
- Bot Builder
Bot Builder is a no-code chatbot design tool with drag and drop functionalities to make it easy for all your team members to create a customer journey.
With Bot builder, you can create customized bot flows for your business needs.
It helps you to customize the user journey more efficiently with channel-specific message types like Images, Videos, Quick replies, etc.
Consider the Bot Builder when thinking of creating pre-purchase journeys such as Main Menus, Product Education, etc., in your Guided Consumer Experience.
Note: The Bot Builder is not a Machine Learning based bot, but instead a branch-based guided journey builder.
Note: You can create bots for different Sales channel, once you have connected them to your account.
Before you build your first bot, learn about the pre-requisites.
Steps to build your first bot.
- Envision your Bot Journey
- Try to chart out your Bot Journey in a Flow Diagrams.
- Once your Bot Journey is prepared, learn about the different message types according to your preferred messaging channel.
- Now optimize and choose the best message type across different steps in your flow diagram.
Creating a New Bot
Step 1: To create a new bot, click on Automations → Bot Builder in the menu. (refer to the below image)
Step 2: Click on the New bot option, located below the user icon on top right.
Step 3: Now select a connected Sales Channel for the Bot, then click on Save & start creating bot to proceed.
Step 4: You will see a blank canvas with the available message types, for the selected Sales Channels on the left.
Step 5: Drag & drop the message types required to create the bot flow as per your business requirements.
Step 6: Click on any of the added message types to start editing your message.
Step 7: Scroll down below to add the Conditions by adding Rules and manage your Settings for the added message type.
Step 8: Once you have created the bot flow after adding your message types, click on the Save button. To Publish the bot, click on the toggle option to Active.
Note: Make sure to Add a rule at the end of your bot flow in your message type.