> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/bot/navigation-and-overview-of-chatbot.md).

# Navigation & Overview of Chatbot

### Access Chatbot Module  

1. Click the **Bot** icon in the left menu

{% embed url="<https://app.supademo.com/demo/cmoy9vzxp00d61a0j2ddcnkfc?utm_source=link>" %}

2. The **Chatbot Dashboard** will open<br>

{% embed url="<https://app.supademo.com/demo/cmoy9x1vv01yd3i0jh96pxkn1?utm_source=linkhttps://app.supademo.com/demo/cmoy9x1vv01yd3i0jh96pxkn1?utm_source=link>" %}

### Chatbot Dashboard Overview &#x20;

#### Search Bar &#x20;

Use the search bar to find a specific bot.<br>

{% embed url="<https://app.supademo.com/demo/cmoy9yo6800d81a0jg1ce24d9?utm_source=link>" %}

#### Status Filter (All Status) &#x20;

Filter bots by:

* Active Bots – Live bots<br>

{% embed url="<https://app.supademo.com/demo/cmoya4fgw01yj3i0jx6f431yp?utm_source=link>" %}

* Inactive Bots – Unpublished bots<br>

{% embed url="<https://app.supademo.com/demo/cmoya5a8o00do1a0j89pkyquo?utm_source=link>" %}

#### View Options &#x20;

* Grid View – Manage integrations or extensions

{% embed url="<https://app.supademo.com/demo/cmoya65ln01vt150jcjafdkkg?utm_source=link>" %}

* List View – Switch to detailed list format<br>

{% embed url="<https://app.supademo.com/demo/cmoya9xt000dt1a0jn10j794x?utm_source=link>" %}

#### Reload &#x20;

Click **Reload** to sync bot data.<br>

{% embed url="<https://app.supademo.com/demo/cmoyabjnp01vx150j1txi7qad?utm_source=link>" %}

### Create a Chatbot &#x20;

There are two methods to create a chatbot.

#### Option 1: Create Custom Bot &#x20;

1. Click **Create New Bot**<br>

{% embed url="<https://app.supademo.com/demo/cmoyacnkr00041b0jmu03v9u8?utm_source=link>" %}

1. Enter required details
2. Click **Create**

### Bot Configuration Fields &#x20;

#### Bot Name &#x20;

Enter a descriptive name.

Examples:

* Customer Support Bot
* Order Tracking Bot
* Menu Bot

You can rename or switch bots from the dropdown at the top.

{% embed url="<https://app.supademo.com/demo/cmoyaeijd01yr3i0jqbkrsugl?utm_source=link>" %}

#### Trigger Type &#x20;

Select **Text**.<br>

{% embed url="<https://app.supademo.com/demo/cmoyafo2q00dv1a0j9on2e2w2?utm_source=link>" %}

Enter keyword(s) users must type.

Examples:

* Hi
* Hello
* Menu
* Support

Multiple keywords can be added:\
Hi, Hello, Start, Menu<br>

{% embed url="<https://app.supademo.com/demo/cmoyai7sr01w6150j0npq1czs?utm_source=link>" %}

#### Channel Type &#x20;

Set as **WhatsApp.**<br>

{% embed url="<https://app.supademo.com/demo/cmoyajifb00dx1a0jroplk5cf?utm_source=link>" %}

#### Bot Expiry Time &#x20;

Enter inactivity duration in minutes.

Example: 15 minutes

Purpose:

* Automatically end inactive sessions
* Maintain structured conversations<br>

{% embed url="<https://app.supademo.com/demo/cmoyakt0v01w8150jyf0ynctu?utm_source=link>" %}

#### Background Colour &#x20;

Select a colour for visual identification in the dashboard.

Click **Create** after completing required fields.<br>

{% embed url="<https://app.supademo.com/demo/cmoyam4ud00dz1a0j5h2zmlpr?utm_source=link>" %}

#### Option 2: Create from Bot Library &#x20;

1. Go to **Bot Library**
2. Select a template (e.g., Food Booking, Education)
3. Click **Duplicate**
4. Modify as required

Use this method to start with predefined flow structures.

### Editing and Publishing the Bot &#x20;

#### **Edit Bot** &#x20;

1. Click **Edit Bot**

{% embed url="<https://app.supademo.com/demo/cmoyancgy01wa150jjxp4kzsc?utm_source=link>" %}

2. Make changes
3. Click **Update**

{% embed url="<https://app.supademo.com/demo/cmoyaryir00e31a0j1s982vy1?utm_source=link>" %}

#### **Publish Bot** &#x20;

1. Enable the **Publish Toggle** (top right)

{% embed url="<https://app.supademo.com/demo/cmoyaoyrr00e11a0j58zyffn1?utm_source=link>" %}

**Status Indicators:**

* Grey – Bot not published
* Green – Bot is live<br>

{% embed url="<https://app.supademo.com/demo/cmoyaxowa01xn150jgpzdayng?utm_source=link>" %}

You can also view:

* Bot status
* Last updated time

If no changes are made, publishing remains disabled.<br>

{% embed url="<https://app.supademo.com/demo/cmoyatzmc020e3i0jgu4wmxkq?utm_source=link>" %}

### Bot Actions (Flow Builder Overview) &#x20;

Bot Actions is used to build automation flows and define conversation logic.

#### Path &#x20;

**Untitled01** represents the name of the current chatbot flow path.\
You can rename this path to a more meaningful name based on the workflow purpose, such as:

* Welcome Flow
* Order Process Flow
* Customer Support Flow

The dropdown arrow allows you to switch between different available flow paths within the bot builder.<br>

{% embed url="<https://app.supademo.com/demo/cmoyb0rr700i51a0jdhka3bzf?utm_source=link>" %}

#### Add Node &#x20;

Click **Add Node** to add flow steps.

Available action types:

* Send Action – Send messages
* Ask Action – Collect user input
* Utility – Perform backend actions
* Connection – Connect flow paths<br>

{% embed url="<https://app.supademo.com/demo/cmoyb1rx2020g3i0jnejg24ml?utm_source=link>" %}

#### No-Response Flow &#x20;

Accessible from the **Settings icon.**

Used to:

* Handle inactive users
* Send follow-up messages
* Prevent conversation drop-offs<br>

{% embed url="<https://app.supademo.com/demo/cmoyb2xyn020i3i0j631tx1zu?utm_source=link>" %}

#### Flow Completion &#x20;

Used to properly end the conversation.

Purpose:

* Close the flow smoothly
* Ensure structured conversation ending

### Flow Builder Controls &#x20;

Right-side toolbar options:

* Zoom In
* Zoom Out
* Current Zoom Level Indicator
* Reset
* Reset View Position
* Star Icon – Auto-align layout
* Help Icon<br>

{% embed url="<https://app.supademo.com/demo/cmoyb48a0020k3i0jpmctbq1j?utm_source=link>" %}

#### Help Icon &#x20;

Displays keyboard shortcuts for faster navigation.

{% embed url="<https://app.supademo.com/demo/cmoyb5s0a01xp150j7usl6qmp?utm_source=link>" %}