Navigation & Overview of Chatbot

Access Chatbot Module

1. Click the Bot icon in the left menu

1. The Chatbot Dashboard will open

Chatbot Dashboard Overview

Search Bar

Use the search bar to find a specific bot.

Status Filter (All Status)

Filter bots by:

• Active Bots – Live bots

• Inactive Bots – Unpublished bots

View Options

• Grid View – Manage integrations or extensions

• List View – Switch to detailed list format

Reload

Click Reload to sync bot data.

Create a Chatbot

There are two methods to create a chatbot.

Option 1: Create Custom Bot

1. Click Create New Bot

1. Enter required details

2. Click Create

Bot Configuration Fields

Bot Name

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.

Trigger Type

Select Text.

Enter keyword(s) users must type.

Examples:

• Hi

• Hello

• Menu

• Support

Multiple keywords can be added: Hi, Hello, Start, Menu

Channel Type

Set as WhatsApp.

Bot Expiry Time

Enter inactivity duration in minutes.

Example: 15 minutes

Purpose:

• Automatically end inactive sessions

• Maintain structured conversations

Background Colour

Select a colour for visual identification in the dashboard.

Click Create after completing required fields.

Option 2: Create from Bot Library

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

Edit Bot

1. Click Edit Bot

1. Make changes

2. Click Update

Publish Bot

1. Enable the Publish Toggle (top right)

Status Indicators:

• Grey – Bot not published

• Green – Bot is live

You can also view:

• Bot status

• Last updated time

If no changes are made, publishing remains disabled.

Bot Actions (Flow Builder Overview)

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

Path

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.

Add Node

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

No-Response Flow

Accessible from the Settings icon.

Used to:

• Handle inactive users

• Send follow-up messages

• Prevent conversation drop-offs

Flow Completion

Used to properly end the conversation.

Purpose:

• Close the flow smoothly

• Ensure structured conversation ending

Flow Builder Controls

Right-side toolbar options:

• Zoom In

• Zoom Out

• Current Zoom Level Indicator

• Reset

• Reset View Position

• Star Icon – Auto-align layout

• Help Icon

Help Icon

Displays keyboard shortcuts for faster navigation.