How to create a flow

Once you've created your own bot, it's time to start organizing the flows. These flows will determine the types of conversations that will complement the bot and make it easy for users to navigate in the conversation.

Steps

1. Create new flow

Click the ‘Add Flow’ button on the right toolbar of the console to create a new flow.

If you have created more than one bot in the organization, select the specific bot for which you want to create the flows. In the top, left drop-down menu you will see the ‘Chatbots’ option. Click on it and select the bot you want.

2. Add new flow

After clicking the 'Add Flow' button a table will appear. In this form you will need to enter the name of the flow.

For example if it is the introductory conversation you can call it 'Greeting' and then you will need to select the type of your flow.

Once you have completed these settings, press the 'Create flow' button and your flow will appear on the main page.

3. Organize your flow

Step 1: Access the Flowgraph

You have already created your flow as described in the steps above. Now it's time to organize the flow and add the nodes that will serve your purpose.

  • By clicking the edit button you can start editing your flowgraph

  • If the flow that has just been created, a message 'The flow created successfully' will appear.

  • Once you've chosen your preferred flow type based on your business needs and use cases, it's time to organize your flow and set up how the conversation will unfold.

Step 2: Define the Flow Name and Purpose

  • Choose a descriptive name: choose a name that clearly reflects the function of the flow. A descriptive name will help you and your team to quickly identify the purpose of the flow without having to delve into its details.

  • Define the purpose of the flow: define the specific purpose of the flow. What user needs or business objectives does this flow address?

For example: For the "Greeting" flow, the purpose is the initial interaction in which the chatbot welcomes the user and identifies their needs.

Step 3: Save your work

The final step is to save your work. On the toolbar of each flow editing page there is a 'Save Changes' button on the right hand side. When you have finished setting up and editing your flow, click this button to save your work.

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