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Part 1: Intro to Flow Editor

Part 1: Introduction to Convoboss Flow Editor

A brief introduction to Flow Editor - the core of the Convoboss chatbot platform. Flow Editor is the canvas where you create, manage, and develop your chatbot visually and simply. In this video, we'll give you an overview of its sections and features, what, and how you can do to build your own chatbot conversation flow.

In the center of the site is the canvass where you can create the conversation flow between bot and users. At the beginning of the flow, there's a black, round shape named "Entry Point" or “Conversation Entry”. Whenever a user clicks on " Get started" in the chatbox, the conversation starts from this entry point. As you can see, except for the entry point, your bot content structure consists of "blocks". They contain text, pictures, and buttons. Bot sends blocks to users or setup actions on behalf of the Bot operator. Blocks help you organize the structure of bot even though they are invisible to the users.

1: Library Panel

To create a block, you can go to the Library panel on the left. Choose a block, then drag-and-drop it to the canvass. Or you can stretch out the connector of a block release and select a block from the dropdown list. There are different types of blocks: Basic blocks, advanced blocks, action, and premium add-ons. On the drop-down menu of a block. You can choose to test the block, duplicate it, hide, preview or delete it. When you delete a block or an element, the "UNDO" button will appear for 60 seconds on the bottom left side of the screen. Click it if you want to reverse the action. You can also delete a block by clicking the "Delete This Block" button on the Properties panel.

2: Right Panel

In Flow Editor, we can select blocks, move them around, or edit the content right on the page. Let's try editing the name of the block. From "hi" to "hello". You can see the change in real-time. Next, turn on a quick reply on the block and set it as static (quick reply is the button that offers the user options to respond promptly for the next step). Then click on the quick reply which has just shown up to change the text. Here let's type in " Main Menu" for this quick reply. You can create a connection between this quick reply and other blocks. And as you can see, a block and its elements have different properties. Now, let's click on the text element and edit it to see what happens. While editing this, you can insert variables into text. They can be managed in the Variables panel on the left of the screen. In this bot, we will use “name”.

You're already known about the first panel on the right used to modify a block. Now we'll discover three panels left. This is the Trigger panel. It lets you control and manage what will trigger this block. A block can be triggered via different sources such as another block or external triggers. Block triggers are triggers created by a preceding block or by elements of other blocks. External triggers are triggers created by 3rd party systems.

Okay, now you can check the Outgoing connections panel. This section provides an overview of outgoing connections from this block. It can be seen that this block is connected to other blocks. If you create a connector to a new block or existing block. This new connection will be listed.

Lastly, the Outline panel gives you an overview of blocks that appear in the Flow Editor. By clicking the name of one block or its element listed in the Outline panel. It will immediately direct you to it on the canvass. On the upper ribbon of the canvass, we have a toolbar. If your bot is multilingual, you can easily switch between languages using the Change Editing language button. Next to it is the Toggle Block Transparency button which makes a block transparent. It helps you easily manage layers of blocks. So you can see the underlying block. We can also enable the bot menu, using the Toggle menu Visibility. This bot menu is displayed in the bottom left corner of the chat box. Click again to turn off, this menu will disappear. The last three buttons help you quickly increase or decrease everything on the screen to get a better view of your bot flow.

And that’s a quick overview of areas we can access in the Flow Editor.
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Chatbot Help Portal | 2023