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Building automations visually
If you need help with your customer service automation design, feel free to talk to us at [email protected]. We have a solid team of professionals ready to provide advice, guidance, and even some hands-on help with your live chat automation project.
Let’s look into the details!
Visual chatbot 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.
Building chatbots and conversation automations visually
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.
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 Conversation builder.
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.
Adding notes to blocks in the visual chatbot builder
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.
Chatbot building blocks grouped into categories
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!