Send Action
Navigation & Dashboard Overview
Access Chatbot Module
Click the Bot icon in the left menu
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Inactive Bots – Unpublished bots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
Click Create New Bot
Enter required details
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
Go to Bot Library
Select a template (e.g., Food Booking, Education)
Click Duplicate
Modify as required
Use this method to start with predefined flow structures.
Editing and Publishing the Bot
Edit Bot
Click Edit Bot
Make changes
Click Update
Publish Bot
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.
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.
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