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Creating a New Chatflow

On the New Chatflow page, users can create and customize chat-based workflows to automate interactions and streamline communication processes.

These chatflows allow businesses to automate responses, handle inquiries, and guide users through predefined interactions.

Chatflow Properties:​

When creating a new chatflow, you’ll need to define a few key properties:

  • Name: Assign a unique name to help organize and recognize the chatflow.
  • Description: Add a short description to explain the chatflow’s purpose, helping your team understand its function at a glance.

Once the properties are set, click Save to move to the next stage of building the chatflow.

Adding Actions to Chatflow:​

After defining the basic properties, you can add various actions that will shape how the chatflow interacts with users. These actions allow the chatbot to respond dynamically and guide conversations.

Available Actions:​

  1. ChatTrigger: Starts a conversation based on predefined phrases or triggers, guiding the user through the flow.
  2. Phrases: Specifies the exact phrases that trigger responses or actions.
  3. Sub Flow: Embeds other chatflows within the current flow, allowing for modular and reusable designs.

In addition to these core actions, you can add nodes like messages, questions, and instructions that further define the chatbot’s responses.

Visualizing and Designing the Chatflow:​

The New Chatflow page offers a visual flowchart representation of your chatflow. This feature allows you to drag and drop nodes, connect actions, and design the flow of interactions.

As you build, you can:

  • Visually map out conversation paths.
  • Ensure each action aligns with the user journey.
  • Adjust and optimize the flow as needed.

Summary​

The New Chatflow page is an essential tool for creating advanced chat systems. Whether setting up simple triggers or building elaborate, multi-step flows, the visual editor makes it easy to design effective, user-friendly workflows.