Automation Builder

The Automation Builder is a drag-and-drop interface for creating sophisticated chatbots and workflows. By automating routine interactions, you can provide 24/7 support and qualify leads instantly.

Core Concepts

Triggers

Events that initiate a flow.

• Keyword Match: User types "Price", "Support", or "Menu".
• New Conversation: Providing a welcome menu for first-time contacts.
• Tag Added: Triggering a follow-up sequence when a contact is labeled "Interested".

Actions

Steps the bot performs within the flow.

• Send Message: Text, Image, Video, or Audio.
• Collect Input: Capture user data (Name, Email, Choice) into a variable.
• Condition: Branch logic based on user attributes or input (e.g., If "VIP" -> Route to Agent).
• HTTP Request: Fetch data from external APIs (e.g., Order Status).

Building Your First Flow

1. Canvas: Drag elements from the sidebar onto the infinite canvas.
2. Connections: Draw lines between nodes to define the conversation path.
3. Testing: Use the "Test Flow" button to simulate the conversation before publishing.

Example: Lead Qualification

1. Trigger: User clicks "Get Quote".
2. Ask Question: "What serves are you interested in?" (Options: Web Dev, SEO, Marketing).
3. Condition: If "Web Dev" -> Ask "Budget?".
4. Action: Save answers to CRM.
5. Action: Assign to Sales Team.

[!NOTE] Human Handoff: Always provide an option to "Talk to an Agent" to ensure a good user experience for complex queries.