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Chatbot - Decision point
The decision point validates user information and routes the flow to different paths without human intervention.
Chatbot - Execute script
The Execute script block lets you manipulate chatbot flows dynamically. There are two execution modes.
Chatbot - Extra settings
Extra settings bring together general chatbot adjustments, action rules, and contact attributes.
Chatbot - Finalize chat
The Finalize chat block closes the conversation via chatbot and can send automatic messages when the chat ends.
Chatbot - HTTP request
The HTTP request block integrates the chatbot with external APIs and services. Intended for users with programming knowledge.
Chatbot overview
Layout of the builder and the main UI changes.
Chatbot - Jump menu
The Jump Menu block redirects the contact straight to a specific menu, inside the current chatbot or another chatbot in the same company.
Chatbot - Loyalty contact
The Loyalty Contact block links a contact to a specific agent. When that contact sends a message, it goes straight to the assigned agent, bypassing the.
Chatbot - Note
The Note block is an internal element in the builder. It does not send any message to the contact. Use it to leave comments about parts of the flow for.
Chatbot - Option menu
The Option Menu block presents a list of choices to the contact and routes the flow based on the response received.
Chatbot - Send messages
The Send Messages block defines the content the chatbot sends automatically to the contact at a point in the flow.
Chatbot - Set attributes
The Set Attributes block writes or updates a value in a contact attribute during the flow. Use it to store responses collected by the chatbot.
Chatbot - Set tags
The Set Tags block adds or removes tags from the contact during the flow. Use it together with the Decision Point block to segment contacts automatically.
Chatbot - Smart delay
The Smart Delay block inserts a pause in the flow and optionally shows a typing or audio recording status to the contact while waiting.
Chatbot - Transfer chat
The Transfer Chat block routes the conversation to a specific desk or agent, ending the chatbot execution at that point.
Chatbot - Wait for interaction
The Wait for Interaction block pauses the flow and waits for the contact to send a message or select an option before continuing.
How to configure an invalid action rule
An invalid action rule defines what the chatbot does when the contact sends a response that is outside the expected options in a submenu. Configure it.
How to configure a post-execution action rule
A post-execution action rule defines what happens after the contact chooses the last option in a terminal submenu. Configure it before activating the chatbot.
Create a chatbot
Create the bot under Modules, bind it to a company with a desk, then turn it on for the channel.
How to link a chatbot to companies and channels
After creating the chatbot, link it to the company and, if needed, to individual channels so that conversations go through the bot.
How to generate the OpenAI API token
To use AI features on the platform, you need an API key generated from your OpenAI account. The key appears only once: copy it before leaving the page.
Linked agent field configuration
The Linked agent field associates a specific AI agent with the Agent module being configured in the chatbot. The current version includes a search bar in.
Updates to the chatbot settings section
This article describes the improvements released in the chatbot builder settings area. The changes do not affect chatbots already running.
New chatbot updates
This article describes the features recently added to the chatbot builder.