Your First Workflow
Learn the basics of chatbot automation. Create triggers, add actions, and build your first workflow to automate conversations.
What you'll learn
- Understanding workflows
- Create a new workflow
- Add a trigger
- Add actions
- Test your workflow
Understanding workflows
Workflows are automated conversation sequences that trigger when users express specific intents or use certain keywords. Each workflow has three parts: a Trigger (when to activate), optional Conditions (logic to check), and Actions (what to do).
How Workflows Work
Trigger
User intent detected
Conditions
Optional logic
Actions
What to do
Workflows automate responses when users express specific intents or keywords.
Create a new workflow
Navigate to the Workflows tab in your chatbot dashboard. Click 'Create Workflow' to start. Give your workflow a descriptive name like 'Product Recommendations' or 'Demo Booking Flow'.
Workflows
No Workflows Yet
Workflows help you create consistent, automated responses. Set up triggers to match user intents and define actions.
Add a trigger
Choose how the workflow should be activated. 'AI Intent' uses natural language understanding to match user messages. 'Keywords' triggers on exact word matches. For AI Intent, describe what the user is trying to do in plain language.
Configure Trigger
User wants to see product recommendations
Describe what the user is trying to do in natural language
Example matches: "What products do you have?", "Show me some options", "Looking for recommendations"
💡Pro Tip
- AI Intent is more flexible - describe the intent like 'User wants to see product recommendations' rather than listing every possible phrase.
Add actions
Actions define what happens when the workflow triggers. 'Send Message' replies with a predefined response. 'Ask Question' collects information. 'Search Products' finds items from your store. You can chain multiple actions together.
Add Actions
Send Message
Send a predefined response
Ask Question
Collect information from user
Search Products
Find matching products
Test your workflow
Save the workflow and enable it. Open the Preview to test it with sample messages. Try phrases that should trigger the workflow and verify the actions execute correctly.
💡Pro Tip
- Test edge cases too - what happens when users phrase things differently or provide unexpected responses?
Ready to get started?
Create your free account and start building your chatbot today.
Start Free Trial