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Edit Chat Flow

This section provides detailed guidance on how to edit, customize, and manage chatbot conversation flows inside BotPenguin.

What is a Chatflow?

A chat flow is a message structure that determines how a conversation will occur between your chatbot and the user. This is configurable and will look something like as shown in image below

Benefits of Chat Flow

  • ⚙️ Enables full control over your bot’s conversational logic.

  • 💬 Allows personalized, data-driven interactions with users.

  • ⚡ Simplifies automation by using pre-built and custom components.

  • 🧩 Lets you test and visualize how users experience your chatbot.

  • 🔄 Easily transferable between bots to reuse existing structures.

How to Customize your Chatflow

  1. To customize your chat flow, click the 'Edit Your Chat Flow' tab in your chatbot.

  1. Here, you will find a pre-created template of a chat flow that you can customize as per your business needs.

  2. You may even choose to import another template from the Import Template tab on the top-right.

Tools to Edit the Chatflow

  1. Click on the "Add New Component" to see a drop-down list of all the available components that can be added to the flow, such as asking for the user's name, email, phone number

  1. Use the Bar to easily manage the views of the chatflow. To check or edit a specific chat flow component, you can use

    1. 'fit view'

    2. 'zoom-in or zoom-out' options.

    3. ’delete’ icon, which allows you to delete the entire chat flow and start over.

    4. ‘lock’ option from where you can lock the chat flow once it's finished so it doesn't get edited by accident.

  2. Auto Layout: It helps to automatically organize the chatflow components into a neatly formatted manner.

Add and Customize the Components

  1. To edit the chat flow, click on any of the message components, such as the welcome message, and edit the message with your brand's name that you wish to appear to your user.

  1. There are two ways to add a new component to the flow: Either you can use the option 'Add new component' tab on the top-left. The new component is dropped at the end of the flow.

For e.g. you wish to share your website URL with the user. Then go to Add new component tab and click on ‘Web Link’ to add a component at the end of the flow.

Or you can click on the (+) icon at the end of the flow and add a new component from there. For E.g. you wish to share your website URL with the user. Then go to (+) blue icon at the end of the flow and click ‘Web Link’ to add a component at the end of the flow.

  1. Once a component is added, it is simple to connect the component to the structured flow by dragging the line connector from the flow's component to the newly added component.

  2. Now, you can personalize the message and the data to be shared.

How to Transfer Flows

To transfer flows from one bot to another doesn't require complete reconstruction, it just needs some BotPenguin magic! Use the "Download chatflow" button to download your flows, and import them into the new bots!

Chats cannot be transferred between different kinds of bot. A website bot flow can only be transferred to another website bot

FAQ's

What is a chat flow in BotPenguin?

A chat flow is the structure that defines how conversations happen between your chatbot and users. It decides the order and logic of messages sent by your bot.

Can I edit an existing chat flow?

Yes, you can edit an existing chat flow by clicking on the "Edit Your Chat Flow" tab in your chatbot dashboard.

How can I add a new component to the chat flow?

You can add a new component by clicking on the "Add New Component" button or the (+) icon at the end of the flow. Choose the type of component you want to add, such as Web Link, Multiple Choice, or Smart Question.

What is the Auto Layout feature used for?

Auto Layout helps automatically organize all your chat flow components in a clean and properly aligned manner, making the flow easier to view and manage.

Can I test how my chat flow will look to users?

Yes, after editing your flow, you can use the "Test Flow" option to preview how the chatbot will interact with users.

How can I transfer a chat flow to another bot?

Click on "Download Chatflow" to export your existing flow, then import it into another bot. Make sure both bots are of the same type.

Why can’t I transfer a chat flow between different bot types?

Different bot types (like Website Bot and WhatsApp Bot) have different structures and features, so their chat flows aren’t compatible with each other.

What happens if I forget to connect components properly?

If components aren’t connected, the chatbot may not follow the correct flow or could stop responding at a certain point.

What should I do if I’m unable to edit or save my chat flow?

Check if your chat flow is locked. If it’s not, and the issue persists, write to [email protected] for help.

Can I undo a deleted component?

No, deleted components can’t be restored. It’s recommended to download a copy of your flow before making major changes.

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.

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