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Last updated 524 days ago

Flow builder overview

This section will give you an overall idea about how to use the chatbot flow builder. You can open a flow and try side by side when you learn it.

IMPORTANT

💁 Please make sure you go through every detail on this page before you start building bots.

Flow, Sub Flow and Step

Flow Type

To begin with, you need to create a flow. Currently, Konversation provides you with 11 types of flow:

Sub Flow Type

Flow consists of sub flows. There are 3 types of sub flow:

Sub FlowUsage
general sub flow, varies in flow type
call / trigger background tasks
process repetitive tasks

Step Type

Sub Flow consists of steps. There are 8 types of steps:

StepUsage
stepdisplay information
stepask question and wait for user input
stepprocess data and tasks via integrations, APIs, notifications…
stepgo different steps depend on conditions
stepgo different steps depend on probability
stepsend full email instead of short email notification
stepjump to a step or sub flow rather than using a line connector
define output for the function flow

The differences among different types of flow are Flow Setup, Send Message Step and Question Step. Each channel has its own limitation of message types. For example, you can display a product gallery in Facebook Messenger while the SMS channel doesn’t support that.

Publish Version & Draft Version

Each flow has a Publish Version and a Draft Version.

  • Publish VersionYour bot talks to clients using the publish version.
  • Draft VersionAny editing of steps will be saved automatically to the draft version. you can edit your flow without influencing the bot and test the draft version before you “Publish”.

From Publish Version to Draft Version, 1 way:

  • click “Edit Flow” on the upper left/right corner of the flow to enter the draft version

You must enter Draft Version before you edit a flow.

You must enter Draft Version before you edit a flow.

From Draft Version to Publish Version, 3 ways:

  • click “Publish” to save your draft to a new Publish Version
  • discard changes and revert to the newest Publish Version
  • keep draft and switch to Publish Version (by doing this, you can have a look at your publish version and when you click edit and come back, your draft is still here)

Don’t worry if you accidentally quit during your editing, the system will keep all your modifications in Draft Version. So when you come back, simply enter Draft Version again and you can see your modifications remain intact.

TIP

You might want to create a flow first, then open the flow side by side when you read the following instruction.

After entering a flow, this is what you will see:

On the top, there is a navigation bar. From left to right there are:

PartUsage
“Konversation”current workspace, click to go back to dashboard
“Icon and Konversation”flow type and flow name, click to go back to “All Bots”
“Live video meeting”current sub flow
“Preview”preview the current subflow from the Start Step
“Build a bot…”tutorial video widget
“Pete”current user, click for user settings, support and logout

Preview Feature

Please note that “Preview” feature is not supported in all channels. Channels support “Preview”: Web, Facebook, Instagram, Telegram, WhatsApp, Line and Viber.

On the left-hand side, there is a sidebar. From top to bottom there are:

SectionUsage
Flow Builderbuild subflows here
Flowsmanage all your subflows
Analyticsbot data analysis
Live Chatinbox for all the conversations, make a human reply here
Bot Usersmanage bot user profile. import, export, search or delete bot users
Automationmanage keywords, sequences, triggers and comments
Contentsmanage custom fields, tags, OTN, personas, user menus and customer feedback
Toolsmanage error logs, draft version tester, bot admins, widgets, multiple language and shortcuts, Facebook Ads, inbound webhooks
Broadcastssend/manage broadcasts
Settings(some are owner only) manage bot users limit, Facebook greeting text, chat widget customization, ice breakers and authorized websites

Features in Automation, Contents, Tools and Settings can be different from channel to channel. In Settings, usually owner can see all the settings like bot user limit while admin and member only see part of them.

Flow Builder

Change Themes

Before you start, you can pick your favourite theme by clicking “Change Theme”:

choose one of them and “Apply Change”.

Available Themes

PS:JelllyBean is the most popular 🤗

IceCream

Honeycomb

GingerBread

Froyo

Eclair

Donut

CupCake

Banana

Apple

Hide Mini-map or Tooltips

With tooltip, you can see description for every feature you see in the flow builder like this:

The tooltip includes a title, description, image, video link and documentation link. It is friendly to new users. For users who are already familiar with the system, you can choose to disable the tooltip by clicking the “Hide Flow Tooltips” option.

Basic Operations to Build Flows

Edit Step:

Click on a step to edit it, “Edit Panel” will show next to the sidebar.

Click step name to edit it. You can choose the next step at the bottom of the edit panel or drag connectors from the circle to the tile of another step.

Connect Steps:

Create a new step or choose an existing one to be the next step. For dragging connectors, see below:

When you choose an existing next step, a line will be connected from the current step to the next. Too many lines can be messy, get a Goto step to help you organize! In a Goto step, you can nominate the next step without creating a line connector.

Select Multiple Steps (Move to Canvas/Sub Flow)

We’ve just learned how to move the builder by clicking and dragging. For selecting multiple steps, it’s a bit similar. Hold the Shift key then click and drag to cover the steps you would like to select:

Alternatively, ctrl + click them one by one:

The selected step has a green border. After selecting multiple steps, click “Create New Canvas” to organize these steps in a canvas box, or move them to an existing sub flow. To delete multiple steps, hit the “delete” button on your keyboard after choosing several steps:

Delete on Mac

On Mac OS computer, hold fn and hit Delete to remove steps. Or use the “Delete Selected button in the editing panel.

The green start point is the entrance of a sub flow. It can’t be moved to other sub flows or deleted even you include it in a group of steps.

Copy and Paste Steps

After you select a step or multiple steps, use Ctrl + C to copy and Ctrl + V to paste it to:

  • the same subflow
  • different subflows in the same bot/flow
  • different bots/flows but the same channels (associate custom fields will be created automatically)
  • different channels (unsupported features will be removed)

Please note that you can only paste ONCE. Copy again for another paste. This is to prevent bulk pasting which can quickly blow up the flow.

That’s all about it for Flow Builder Overview!! 🎉 Try building your first flow now. 😎

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