In this article we will tell you the detailed step-by-step process for creating and managing your attention flows through the Inbound Flowbuilder.
🚪 How to access Flowbuilder
To start building your virtual assistant, follow these steps:
Go to the side menu and enter Settings > Bots.
Click the Create a New Bot button.
Fill in the required fields with general information.
In the "Bot type" field, you must select the Flowbuilder option.
Click Create.
🧩 First steps on the canvas
Once inside Flowbuilder, you can start configuring your bot.
If when setting up your account you completed the steps to Create your company and defined your industry, you may find a default template ready to help you get started. Otherwise, you will find a blank canvas and these fundamental pieces:
🏁 Start: In this component you can determine which channels this bot will respond through (WhatsApp, Instagram, Web Plugin, or Facebook Messenger).
🔀 Evaluate Response: This component is used to validate the customer's response to the interaction with Messages or Templates. If you connect it to a message with buttons, an execution branch will be automatically created for each button so you can define different actions.
⚠️ GOLDEN RULE: It is mandatory that all execution branches of your flow end with one of these two components: "End of flow" (to close the conversation) or "Assignment" (to transfer the conversation to a group or human agent). If you leave a branch empty, the flow will be incomplete.
🛡️ Best practices: How to edit an active bot
When you want to edit a bot that is already active and connected to a channel, the best recommended practice is to always duplicate it before making any changes.
Doing this is of vital importance: it allows you to work with complete peace of mind on the new version of the flow, while the original bot remains connected, receiving traffic and serving your customers without interrupting service or causing live errors. When you duplicate it, the system will automatically assign it a version number (for example, V2), which you can modify as you wish to maintain clear control of your updates.
Once you finish making adjustments to your duplicated bot, you will have two options in the top corner:
💾 Save bot: It will simply save the changes you have made as a draft. The new version will remain inactive and the original bot will continue working on your channel without alterations.
🔗 Related Articles To continue optimizing your bots, we suggest reading: "Speed up the creation of your Inbound flows with these Atom Tips".
Design flawless entry experiences! 🚀
With Flowbuilder, you have complete control to receive your customers in an automated way. Always remember to duplicate your bots before making major changes to keep your operation 100% safe and active. ✅