Activechat Manual
  • What is Activechat?
  • New? Start here
    • The basics
    • Set up your first project
    • Install the chat widget
    • Upload the knowledge
    • Explore the CRM
    • AI-assisted live chat
      • How to set context for AI hints
    • Live chat mobile app
    • Build your first automation
  • Conversational AI
    • For Customer Service Teams
    • For Product Managers
    • For Innovation Teams
    • For Marketers
    • For e-commerce
    • For developers
  • Help Guides
    • Setting up your team
    • Managing conversations
      • Customer attributes
      • User tags and segments
      • Searching for specific users
      • Agent tags (live chat groups and queues)
      • Triggering live chat sessions from the bot
      • Notifications with the TRIGGER block
    • Managing knowledge
      • Uploading business data
      • Question answering and live chat hints
      • Fine-tuning the large language model
    • Natural language automation
    • Building automations visually
      • Customizing your welcome message
      • Adding new skills
      • Navigating skills
      • Copying skills and blocks
      • Handling errors
    • Improving your virtual agent
    • Using live chat AI hints
    • Customizing automatic website page messages
    • Tracking website actions
    • Facebook Ads automation
      • How to set up a Facebook ads bot
      • How to use buttons and quick replies in a Facebook ads chatbot
    • Lead generation
    • Zapier integrations
    • Customizing your project
      • How to customize the chat widget
      • How to customize the Facebook chat widget
      • How to change bot settings
    • Pricing guide
  • Fundamentals
    • Terminology
      • Intents and entities
      • Contexts
      • Skills and events
        • Built-in system skills
          • /start
          • /default
          • /_default_fallback
          • /_start_live_chat
          • /_page_visit
          • /_error
      • Conversation elements
        • Messages
        • Buttons
        • Quick replies
        • Galleries / carousels
    • Messaging channels
      • Website chat widget
        • Installation
        • Customization
        • Voice input
      • Chat widget landing page
      • Facebook Messenger
        • Connect your page
        • 24 hour rule
        • Message tags
        • Persistent menu
      • Telegram
      • Email
      • Twilio SMS automation
    • Intents and bot skills
    • Conversation insights
    • Grow tools
      • Landing pages
      • Messenger links and QR codes
    • Broadcasting
  • Visual builder reference
    • Sending messages
      • TEXT
      • LISTEN
      • IMAGE
      • MEDIA
      • GALLERY
      • FILE
      • EMAIL
      • SMS
      • LEAD
    • Triggering events
      • SEND
      • CATCH
      • TRIGGER
      • LIVE CHAT
    • Manipulating data
      • DATA
      • ADD TAG
      • REMOVE TAG
      • JSON
      • STATUS
      • VALIDATION
    • Conditional logic
      • SWITCH
    • Timers and delays
      • TIMER
      • WAITFOR
      • WAITUNTIL
    • E-commerce blocks
      • CATEGORY
      • PRODUCT
      • VARIATIONS
      • SIMILAR
      • UPSELLS
      • CROSSSELS
      • Shopping carts
        • ADD TO CART
        • UPDATE CART
        • SHOW CART
        • CLEAR CART
        • CREATE ORDER
    • Natural Language
      • NLP
    • System attributes
    • System events
  • Integrations
    • Google services
      • Connect your Google account
      • Google Sheets
        • Searching and updating Google Sheets data
        • Building galleries with Google Sheets data
      • Google Calendar
        • Searching for events
        • Creating and updating events
    • Shopify
    • WooCommerce
    • Dialogflow
      • Building an agent
      • Using entities
      • Slot filling
      • Context management
      • E-commerce NLP
Powered by GitBook
On this page
  • Flow builder
  • Connecting blocks

Was this helpful?

  1. Help Guides

Building automations visually

PreviousNatural language automationNextCustomizing your welcome message

Last updated 3 years ago

Was this helpful?

If you need help with your customer service automation design, feel free to talk to us at ask@activechat.ai. We have a solid team of professionals ready to provide advice, guidance, and even some hands-on help with your live chat automation project.

The concept behind Activechat is quite simple. It’s like LEGO® for chatbots – tons of simple blocks that you can use to build even the most complex scenarios, conversations, and interactions. From to complex , anything that you will ever need is there.

Let’s look into the details!

Flow builder

Key elements that you’ll be using most of the time are the toolbar with colored blocks on the left (we’ll get to these blocks very soon) and the “RUN” button at the top right corner. After you do changes to your conversation flows, click this button to compile and deploy your bot as a live agent to the cloud.

Building amazing chatbots is easy – you pull various blocks from the toolbar, arrange them on the canvas, edit each block settings in the “editor” on the right (these changes are saved automatically) and connect the blocks in a flow with arrow lines.

The mouse scroll wheel will change the zoom level, and right-clicking and dragging a free area on the screen will move your canvas with blocks on it. You can select multiple blocks for copying and deleting with a left-click-and-drag on the canvas.

Connecting blocks

Use colored “connection spots” to connect blocks to each other. These areas are located at the bottom of each block and on the left/right side of each button or quick reply. Green spot color means that the button or block is connected, yellow color indicates that you have to make a connection here.

Right-clicking on the block opens a secondary menu, where you can Delete, Duplicate or Copy block(s) to the clipboard. Also, here you can add notes or comments to blocks – this helps you and your team understand the purpose of each block later.

The toolbar on the left displays block categories. Hover the mouse over the category icon to see the list of blocks in each category. Scroll up and down to see extra block categories if your screen real estate is limited.

When you’re done editing the flow, click the “RUN” button to compile the bot and deploy it to the cloud. Your bot will be there, 24/7 – no need to worry about hosting issues, we do all the hard lifting for you!

Visual chatbot builder
Building chatbots and conversation automations visually

Click on the block to open the block settings editor on the right. Use the editor to add/remove block content and elements. The content of the editor area will be different for various blocks, so we’ll be looking into it in more detail in .

Adding notes to blocks in the visual chatbot builder
Chatbot building blocks grouped into categories
Conversation builder
simple text messages
JSON integrations