Flow Builder

Step 1) Drag N' Drop an Element to the Workflow

Step 2) Click on the Element to Edit it

The Element Box Overview

Block Name

3 Reasons to Name Your Block:

  • Loop: Make your blocks easy to find when using the Loop Element.

  • Easy to Read Information: When getting notified of new leads, naming your blocks helps this information come through more clearly.

  • Use Responses in Future Messages:

    Example -> In a 'Question Element' you ask the user their name.

    You name that element: "Name".

    In the next message, you can say: "Great to meet you , How can I help you?" and the Chatbot will input the data from the 'Name' Element.

Message Delay

Enter a number if you want a delay before the message is shown. This can be useful if you are doing longer messages. Generally you can leave it blank.

The Elements Overview

1) Message

Send a message. Note: The user does can not respond and the bot will end after this (unless you add more elements under it)

2) Question

Ask the User a Question. The user will be given a chance to reply and the data will be collected.

3) Email

Ask for the User's Email. Note: This will trigger the ChatBot to send you a notification of a New Lead. So you may want to ask this last, after you gather the other information you want.

4) Multiple Choice

This gives users Pre-Set Options to Choose From.

You can do this 2 ways:

Survey Options

No matter which option the user chooses, they continue down the same path.

Use Options

Create Branches, so the user takes a different path based on which option they choose.

5) New Option

Use this with the 'Multiple 'Choice' Element Above.

Once you check 'Use Options', you can Drag N Drop as many options under it as you like.

6) AI Mode

Business Name: The name of your AI ChatBot

Business Context: This is where you 'Prompt' your ChatBot. Let the Chatbot know what you want it to do and what information you want it to have.

Send AI Chatlog to enable integrations: How long do you want to wait (in minutes) for the ChatBot to send over the chat conversation to you.

Note: Once a user enters AI Mode, their is no way for them to exit, unless they restart chat.

You can enable AI Mode with an element in the workflow, or you can turn on 100% AI Mode by clicking 'AI Mode' on the left menu bar and click 'Enable', filling out the information there, then clicking Save.

7) Image

Show a Picture

8) Video

Show a video

9) Loop

Go to any other element in your workflow.

Note: This is where 'Block Names' come in handy. This makes it easy to find the Element you want to loop to.

Often, at the end of a chatbot, I will ask users in a Multiple Choice Element if they want to restart the chat, then use Loop to send them back to the beginning.

10) Re-Direct

Send people to a website link

11) Save Date

This tells your chatbot to send all the information over to you. (depending on where you told it to send it under 'Settings')

Pick a Help Section:

Create a New ChatBot

How Your ChatBot Looks

What the ChatBot Does

Where to Send New Leads

Putting the ChatBot on Your Site

FAQs

Can I put my ChatBot on Any Website?

I feel like I'm casting aimlessly and don't have the right bait, why isn't my marketing working?

How do I get Help?

I do I stop battling in the 'Price Wars' by offering discounts (which just leads to sinking profits and a race to the bottom)?

Where do I buy PufferChat?

From unqualified leads to customer troubleshooting, How do I stop my phone ringing all day long answering the same questions?

Finnegan

Puffeciency Guru

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