# Edit and Manage Chatflow

### Customize Your Chatbot <a href="#customize-your-chatbot" id="customize-your-chatbot"></a>

Your bot looks great—now let’s make it even smarter. This guide will help you edit and customize your chat flow so your chatbot speaks exactly the way you want.

***

### What Is a Chat Flow? <a href="#what-is-a-chat-flow" id="what-is-a-chat-flow"></a>

A **Chat Flow** is the structured sequence of messages that shapes how your chatbot interacts with users. It defines the order of questions, messages, and actions, guiding the entire conversation.

Here’s an example of how a chat flow might look:

<figure><img src="/files/7YiuNoW7L6C93w78Ij8w" alt=""><figcaption></figcaption></figure>

### How to Customize the Chat Flow <a href="#how-to-customize-the-chat-flow" id="how-to-customize-the-chat-flow"></a>

#### 1. Access the Chat Flow Editor <a href="#id-1.-access-the-chat-flow-editor" id="id-1.-access-the-chat-flow-editor"></a>

1. Click the **Edit Your Chat Flow** tab in your bot dashboard.
2. Select your pre-created chatbot from the list (you can also search by name).
3. To start fresh, you have two choices:

***

#### 2. Import an Existing Flow <a href="#id-2.-import-an-existing-flow" id="id-2.-import-an-existing-flow"></a>

**Import Flow**

* Click **Import Template** on the top-right.
* Upload a `.json` file containing the chatflow you want to reuse.

<figure><img src="/files/MGb6gxxvIciIA99EauvC" alt=""><figcaption></figcaption></figure>

**Create a New Flow**

* Click **Create New Flow**.
* Enter a name for your flow, then click **Create Flow**.

<figure><img src="/files/jqGwS3E25Yt0HQqDYBzi" alt=""><figcaption></figcaption></figure>

### Tools to Edit the Chat Flow <a href="#tools-to-edit-the-chat-flow" id="tools-to-edit-the-chat-flow"></a>

The Chat Flow Editor includes a set of tools to help you build, manage, and refine every part of the conversation.

#### 1. Add New Components <a href="#id-1.-add-new-components" id="id-1.-add-new-components"></a>

Use the **Add New Component** menu to insert elements such as:

* User input fields (name, email, phone number)
* Single-choice or multi-choice questions
* Web links
* Smart questions
* Live Chat transfers

  These components help you collect valuable data and create meaningful conversational journeys.

![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FJfcfZQxevPvEDtxzSnuH%252Fimage.png%3Falt%3Dmedia%26token%3D75550a77-4482-4fb5-8be0-7aa766b85cbf\&width=768\&dpr=3\&quality=100\&sign=2278248d\&sv=2)

***

#### 2. Navigation & Design Tools <a href="#id-2.-navigation-and-design-tools" id="id-2.-navigation-and-design-tools"></a>

**Toolbar (Bottom-left corner)**

This toolbar helps you navigate and manage your flow:

* **Fit View** – Center the flow on screen
* **Zoom In / Zoom Out** – Adjust visibility
* **Delete Flow** – Remove the entire flow and start fresh
* **Lock Flow** – Prevent accidental edits

**Mini Map (Bottom-right corner)**

Shows your flow’s position, making it easy to find components even in large, branching chat flows.

**Line Connectors**

Drag connectors between components to define conversation paths.

**Test Flow**

Click **Test Flow** to preview how the chatbot will interact with users.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FTz56yhQZolVUjbiC6Bck%252Fimage.png%3Falt%3Dmedia%26token%3D47d2c198-910a-439f-8723-2c3ddd563675&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=951a32aa&#x26;sv=2" alt=""><figcaption></figcaption></figure>

***

### 3. Edit & Customize Components <a href="#id-3.-edit-and-customize-components" id="id-3.-edit-and-customize-components"></a>

**3.1 Editing Existing Components**

Click any component (e.g., Welcome Message) to edit its content.

Update text, add your brand name, customize buttons, and click **Save**.

To view the brief details about the component , view this link:

***

**3.2 Create/Reorder Chat Flow**

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FgkxFodP3ZEobsTBUZpze%252Fimage.png%3Falt%3Dmedia%26token%3D53814bef-bae8-4b15-8d9e-216c9cca0882&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=fb9903a3&#x26;sv=2" alt=""><figcaption></figcaption></figure>

This section visually represents your chatbot conversation as a **top-to-bottom flow**. Each block represents a message, question, or action that the bot performs.

You can:

* Add new components
* Reorder existing messages
* Duplicate or delete steps
* Control the conversation sequence without writing code

***

**Adding Components to the Flow**

To add a new step in the conversation:

1. Click the **➕ (Plus)** icon between components
2. Select a component from the **Add Chat Component** panel on the left
3. The component is instantly added to the flow

Available components include:

* Message
* Phone Number
* Email
* Name
* Text Question
* Single Choice / Multiple Choice
* Trigger Actions (Live Chat, Assign Chat, Redirect, AI Response)

***

**Reordering Chat Flow**

You can easily rearrange the flow to match your desired conversation order.

**How to reorder:**

* Drag and move components up or down
* Place them between existing blocks using the dotted layout grid

> 🔁 Reordering updates the execution sequence automatically.

***

**Duplicating & Deleting Components**

Each component includes quick action icons:

* **Duplicate** – Creates a copy of the selected component
* **Delete** – Removes the component from the flow

Use duplication to quickly reuse similar messages or questions.

***

**Connecting the Flow**

Each component can be linked to the next step using:

* **Go to next message** (from Customize settings)
* Conditional logic using **If/Else Branch**
* Actions like **Assign Chat** or **Redirect**

This ensures users are guided smoothly without confusion or dead ends.

### 4. Ending the Chat Flow <a href="#id-4.-ending-the-chat-flow" id="id-4.-ending-the-chat-flow"></a>

To finalize your flow:

1. Go to the last component.
2. In **Go to next message**, select **End Chat**.

⚠️ **Important:**

> The flow must end with **End Chat** to avoid system errors or incomplete conversations.


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