SkooBot Resource Center
  • 🏠Introduction
  • 🏃‍♂️How SkooBot works?
    • Onboarding
    • Create new Bot
      • Make Your WhatsApp Chatbot
      • Make Your Facebook Chatbot
      • Make Your Chatbot Landing Page
      • Make Your Live Chat Chatbot
      • Make Your Website Chatbot
      • Make Your Telegram Chatbot
    • Edit Your Chat Flow
    • Install your Website Chatbot
      • Install Website Bot on WordPress
      • Install Website Chatbot on Custom Build Website
    • Bot Settings
      • Drip Campaigns
      • Broadcast
      • Widget
      • Email Validation
    • 3rd Party Apps Integrations
      • ChatGPT
      • SkooBot Integrations
        • Integrate SkooBot with Capsule CRM
        • Integrate SkooBot with Elevio CRM
        • Integrate SkooBot with Close CRM
        • Integrate SkooBot with CalendarHero CRM
        • Integrate SkooBot with Extraaedge CRM
        • Integrate SkooBot with Infobip CRM
        • Integrate SkooBot with Google Sheets
        • Integrate SkooBot with Google Task
        • Integrate SkooBot with HelpShift CRM
        • Integrate SkooBot with Zendesk CRM
        • Integrate SkooBot with LeadSquared CRM
        • Integrate SkooBot with Zoho Desk
        • Integrate SkooBot with SupportBee CRM
        • Integrate SkooBot with Wealthbox CRM
        • Integrate SkooBot with SendInBlue
        • Integrate SkooBot with Apptivo CRM
        • Integrate SkooBot with Freshdesk CRM
        • Integrate SkooBot with Help Desk CRM
        • Integrate SkooBot with Helpcrunch CRM
        • Integrate SkooBot with Jira CRM
        • Integrate SkooBot with KarmaCRM
        • Integrate SkooBot with LiveAgent CRM
        • Integrate SkooBot with NetHunt CRM
        • Integrate SkooBot with Plivo CRM
        • Integrate SkooBot with Recurly CRM
        • Integrate SkooBot with Shipway CRM
        • Integrate SkooBot with TeamGate CRM
        • Integrate SkooBot with Zoho Projects
        • Integrate SkooBot with Zoho CRM
        • Integrate SkooBot with Agile CRM
        • Integrate SkooBot with Pipedrive
        • Integrate SkooBot with Drip CRM
        • Integrate SkooBot with Google Calendar
        • Integrate SkooBot with GetResponse
        • Integrate SkooBot with Groove
        • Integrate SkooBot with Helpdocs
        • Integrate SkooBot with Bitrix24
        • Integrate SkooBot with Freshworks CRM
        • Integrate SkooBot with Insightly CRM
        • Integrate SkooBot with Nimble CRM
        • Integrate SkooBot with Nutshell CRM:-
        • Integrate SkooBot with OntraPort CRM
        • Integrate SkooBot with HubSpot
        • Integrate SkooBot with WebHoper
        • Integrate SkooBot with EngageBay
        • Integrate SkooBot with Frontapp
        • Integrate SkooBot with Copper
        • Integrate SkooBot with Salesflare
        • Integrate SkooBot with No CRM
        • Integrate SkooBot with Helprace
        • Integrate SkooBot with Flowlu
        • Integrate SkooBot with Pipeline
        • Integrate SkooBot with Zingtree
        • Integrate SkooBot with Salesforce CRM:-
        • Integrate SkooBot with Chakra CRM:-
      • Create your custom integration or My Integrations
    • Inbox
      • Real-Time Customer Interaction
      • Importing WhatsApp Contacts
      • Creating Segments
      • Using Tags
    • Analytics
    • Team
    • Subscription & Plans
    • Pricing
    • General
  • 💡SkooBot 101
  • ▶️Training Videos
  • ❓Frequently asked questions (FAQs)
    • Onboarding FAQs
    • Bot Installation FAQs
    • Inbox FAQs
    • Profile, Team & Notifications FAQs
    • Analytics FAQs
    • Chat Flow FAQs
    • Bot Settings FAQs
    • WhatsApp FAQs
      • Broadcast Messaging Limits
    • Subscription FAQs
    • Product Update FAQs
    • ChatGPT FAQs
  • ⚒️Common Errors & Troubleshooting
  • 🤝SkooBot & Client Interactions
    • Expectations from Clients
    • WhatsApp API Generation Prerequisites & Process
  • 👩‍💻WhatsApp Cloud API by Meta
    • ⚙️Setting Up Your Facebook Business Manager
    • 💰Meta Conversation Pricing for WhatsApp Cloud API
    • 👧Update WhatsApp Bot Profile
    • ✅Getting a green tick on WhatsApp
  • 🔑WhatsApp Bot Creation
    • ✅Prerequisites for WhatsApp Bots
    • 🔤Create a Meta App
    • ✔️Register & Verify your WhatsApp Number
    • 🔗Subscribe WA webhook with SkooBot
    • 💳Update WA account Payment Method
    • 🦸‍♀️Assign System User to WhatsApp Account
    • 📃Getting all the necessary details from Meta Developer Dashboard
  • 🔥What's New
    • 🟩Release Updates
      • 🟩June '23 Releases
      • 🟩May '23 Releases
      • 🟩April '23 Releases
Powered by GitBook
On this page
  • What is a chat flow?
  • 1. How to customize the Chat Flow?
  • 2. Tools to edit the Chat Flow
  • 3. Add and Customize the Components:
  • 4. End the Chat Flow
  1. How SkooBot works?

Edit Your Chat Flow

PreviousMake Your Telegram ChatbotNextInstall your Website Chatbot

Last updated 2 years ago

What is a chat flow?

A chat flow is a message structure that determines how a conversation will occur between your chatbot and the user. This is configurable and will look something like as shown in image below

1. How to customize the Chat Flow?

You can customize any chatbot flow using the available chatbot

1.1 To customize your chat flow, click the 'Edit Your Chat Flow' tab.

1.2 Here, you will find a pre-created template of a chat flow that you can customize

as per your business needs. You may even choose to import another template from the Import Template tab on the top-right.

2. Tools to edit the Chat Flow

It is very easy and quick to customize the chat flow using the following tools:

2.1 'Add new component': Click here to see a drop-down list of all the available

components that can be added to the flow, such as asking for the user's name, email, phone number, or placing a single choice or multiple choice question for visitors to answer. This aids in the generation of user data and leads.

2.2 Bar in the lower left corner: It enables you to easily manage the views of the chat

flow. To check or edit a specific chat flow component, you can use

  • 'fit view'

  • 'zoom-in or zoom-out' options.

  • ’delete’ icon, which allows you to delete the entire chat flow and start over.

  • ‘lock’ option from where you can lock the chat flow once it's finished so it doesn't get edited by accident.

2.3 Mini Map on he bottom-right side screen: It informs you about the chat

flow position even if it is dislocated beyond the screen.

2.4 Line Connector: The chat flow component can be linked together in a

flow using ‘line connectors’.

2.5 Test Flow: Click the tab to test how the conversation flows between Bot

and the user.

3. Add and Customize the Components:

3.1 To edit the chat flow, click on any of the message components, such as the

welcome message, and edit the message with your brand's name that you wish to appear to your user, and ‘Save’ changes.

3.2 There are two ways to add a new component to the flow:

a. Either you can use the option 'Add new component' tab on the top-left.

The new component is dropped at the end of the flow.

For e.g. you wish to share your website URL with the user. Then go to Add new component tab and click on ‘Web Link’ to add a component at the end of the flow.

b. Or you can click on the + blue icon at the end of the flow and add a new

component from there. For e.g. you wish to share your website URL with the user. Then go to + blue icon at the end of the flow and click ‘Web Link’ to add a component at the end of the flow.

3.3 Once a component is added, it is simple to connect the component to the

structured flow by dragging the line connector from the flow's component to the newly added component. And there you have it!

3.4 Now, you can personalize the message and the data to be shared. You can, for

example, customize the message and URL link to be shared by clicking the component ‘Please contact us at URL’. From the ‘Advanced Options’, you can even change the time delay after which your message appears on the chat flow. Save the changes.

3.5 Now, to add the ‘multiple choice questions’ component (an option available only

for Website bot, Chatbot page and live Chat), follow the steps:

    1. Go to the ‘Add new component’ click on ‘Multiple choice’ tab and a component is added.

b. Click on the added component to customize it.

c. Customize the messages. Add more options by clicking on + blue button on the

extreme right on the bar. Customize the title to provide options and Save changes.

3.6 A 'smart question' component Is used to customize Bot responses to the

keywords entered by the user. To add a ‘smart question’ to the chat flow (an option available only for Website bot, Chatbot page and live Chat), you can follow the steps.

a. Go to the ‘Add new component’ click on ‘smart question’ tab and a component is

added.

b. Click on the added component to customize it.

For example, you can add ‘smart keywords’ like account, a/c, acct, debit etc for asking users, ‘What we can help them with?’.

c. This may lead to another set of smart keywords like savings, savings account,

savings acct, savings a/c and these set of keywords will lead users to the message relevant for savings account.

3.7 A 'Live Chat' component Is used to transfer the conversation with the user from

the Bot to the online agent. To add a ‘Live Chat’ to the chat flow (an option available only for Website bot, Chatbot page and live Chat), you can follow the steps.

a. Go to the ‘Add new component’ click on ‘Live Chat’ tab and a component is

added.

b. Click on the added component to customize the component messages.

This way, you can build your chat flow with any number of components.

4. End the Chat Flow

4.1 To end the flow, go to the last component and on the ‘Go to next message’

dropdown, select ‘End chat’ option.

4.2 This is mandatory to add ‘end chat’ component at the end of the chat flow else

It will generate a system error and chat flow may not function properly.

That’s it! You are now ready to start a conversation with your user.

If everything looks correct and you are still unable to move forward, write to us at support@skoobot.com We will respond back within 48 business hours.

🏃‍♂️