Tutorials / Automate
Chatbot flow builder (drag and drop)
Build menus and guided conversations by connecting steps on a canvas.
WhereDock → Automation → Chatbots → New chatbot → Open builder
Choose how it starts
In the Start step pick Keyword, First message from a new contact or Any message.
Add steps
Add Send message, Ask (menu), If reply has, Wait, Add tag, Move in CRM, Hand to a person and End.
Connect them
Drag a step by its coloured header. Drag from a dot on its right onto another step to connect. Click a line to remove it.
Menus
In Ask (menu) add Menu options. The customer answers with the number or the text; each option has its own exit, plus Anything else.
Go live
Switch the chatbot Active. A warning shows if any steps are not connected.
Good to know
- Hand to a person stops the chatbot in that chat for 12 hours so you can take over.
- Start from the example: a welcome menu with a price list and “talk to a person”.