WBoTCRM
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
  1. Choose how it starts

    In the Start step pick Keyword, First message from a new contact or Any message.

  2. Add steps

    Add Send message, Ask (menu), If reply has, Wait, Add tag, Move in CRM, Hand to a person and End.

  3. 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.

  4. 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.

  5. 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”.