> 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/send-action.md).

# Send Action

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### Navigation & Dashboard Overview &#x20;

#### Access Chatbot Module &#x20;

1. Click the **Bot** icon in the left menu
2. The Chatbot Dashboard will open

### Chatbot Dashboard Overview &#x20;

**Search Bar** &#x20;

Use the search bar to find a specific bot.

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

Filter bots by:

* Active Bots – Live bots
* Inactive Bots – Unpublished bots

**View Options** &#x20;

* Grid View – Manage integrations or extensions
* List View – Switch to detailed list format

**Reload** &#x20;

Click **Reload** to sync bot data.

### Create a Chatbot &#x20;

There are two methods to create a chatbot.

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

1. Click **Create New Bot**
2. Enter required details
3. 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.

**Trigger Type** &#x20;

Select **Text**.

Enter keyword(s) users must type.

Examples:

* Hi
* Hello
* Menu
* Support

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

**Channel Type**&#x20;

Set as **WhatsApp**.

**Bot Expiry Time**&#x20;

Enter inactivity duration in minutes.

Example: 15 minutes

Purpose:

* Automatically end inactive sessions
* Maintain structured conversations

**Background Colour** &#x20;

Select a colour for visual identification in the dashboard.

Click **Create** after completing required fields.

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

#### Publish Bot &#x20;

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) &#x20;

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

#### 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

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

Accessible from the **Settings icon.**

Used to:

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

**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

#### Help Icon &#x20;

Displays keyboard shortcuts for faster navigation.
