step-by-step: adding a service flow



If you would like your visitors to be accompanied by your chatbot’s service flow from the introduction itself, you’d want to have shortcuts offered to them right away. In this guide, you will learn how to do it.

Stage 1 - Adding the shortcut buttons to your chatbot

1. Log in to your chatbot control panel

2. On the left-side menu bar, press on the "Chat Scripts" button.

adding a service flow

3. Press the pencil button next to the “Introduction” title.

adding a service flow

4. Decide what sentence should have shortcuts following it. Next to this sentence, press the “Edit” button.

adding a service flow

5. Under the textbox, you’ll find the button “Visitor Shortcuts”. Press it.

adding a service flow

6. Type your shortcut text (the text you would like to appear on the button shown to visitors) and the shortcut action (the text you want to be triggered on the chatbot) in the according text boxes. When you’re done, press the ‘Save’ button.

adding a service flow

7. Go to the home screen and look at the chatbot preview on the right side of your screen. type “/startintro” in the chatbot textbox. You’ll see the chatbot’s introduction from the beginning. Try pressing one of the shortcuts you just added.

adding a service flow

8. You’ll get an empty answer, followed by a generic lead generation. To fix that, you’ll need to add the relevant answers to the chatbot.

adding a service flow

Stage 2 - Adding a answer to follow the shortcut

9. On the left-side menu bar, press on the “Answers” button.

adding a service flow

10. On the Questions & Answers Page, Create a new Question by pressing the green "+ Add" button on top.

adding a service flow

11. Fill in the textbox your new question - this should be the same text that you filled in the shortcut action textbox in step 6. When You're done, press the 'Next' button.

adding a service flow

12. Under the title 'The Answer' press the green 'Edit' button. Add the according answer to this question. When you’re done, press ‘Next’ to get back to your question page.

adding a service flow

13. At the bottom of the page, Under 'Matching Topics' press the 'Create New' button next to either of the keywords suggested.

adding a service flow

14. Edit Both the topic textbox and the keywords textbox with the topic you’re adding. When you're done, press 'Save Changes', and after the page reloads, press 'Close'. Press 'Finish' when the page goes back to the question view.
Make Sure to repeat stage 2 for any of the questions you added!

adding a service flow


Stage 3 - Checking the button

15. On the left-side menu bar, press on the “Home” button.

adding a service flow

16. Look at the chatbot preview on the right side of your screen. Type startintro in the textbox again. When the introduction appears, click on the shortcuts you added and check if you get the wanted response after.

adding a service flow

17. You can also of course get your answers to appear by simply writing the question you added in the chatbot.

adding a service flow

18. If everything works correctly - way to go! Go ahead and add more shortcuts to your chatbot’s introduction. If there’s a problem, try to check your steps above. Feel free to get in touch with our support center to solve it.

adding a service flow