# Flow Builder Overview

This section will give you an overall idea about how to use UChat flow builder. You can open a flow and try side by side when you learn it.

IMPORTANT

💁 please make sure you go through every detail on this page before you start building bots.

# Flow Type & Step Type

To begin with, you need to create flows. Currently, UChat provides you with 7 types of flows:

  • Facebook Flow
  • WhatsApp Flow
  • Voice Flow
  • SMS Flow
  • Slack Flow
  • WeChat Flow
  • Telegram Flow

Flow consists of steps. There are 7 types of steps:

Step Usage
step display information
step ask question and wait for user input
step deal with flow, integration, API, notification...
step go different steps/flows depends on conditions
step go different steps/flows depends on probability
step Send full email with various type of information/documents
step jump to steps/sub flows rather than using line connectors
step making notes for internal use

Note

the only differences between different types of flows are setup, send message step and question step. Because different channels have their own limitation of message types. For example, you can share a location from a map through WhatsApp and WeChat while others don't support that.

# Publish Version & Draft Version

In UChat, each flow has a Publish Version and a Draft Version.

  • Publish Version

    your bot talk to clients using publish version.

  • Draft Version

    every modification is saved automatically to the draft version. you can edit your flow without influencing the bot until you "Publish".

From Publish Version to Draft Version, 1 way:

  • click "Edit Flow" on the upper right corner of the flow to enter the draft version

overview

Note

you must enter Draft Version before you edit a flow.

From Draft Version to Publish Version, 3 ways:

  • click "Publish" to save your draft to Publish Version
  • discard changes and revert to Publish Version
  • keep draft and switch to Publish Version

overview

Note

don't worry if you accidentally quit during your editing, the system will keep all your modifications in Draft Version. So when you come back, simply enter Draft Version again and you can see your modifications remain intact.

TIP

You might want to create a flow first, then open the flow side by side when you read the following instruction (Facebook flow used as an example).

After entering a flow, this is what you will see:

flow builder

On the top, there is a navigation bar. From left to right there are:

Part Usage
"uchat_tutorial" current account, click to switch
All Flows click to back to account dashboard
"MyBurger" flow type and flow name
"Main Flow" current sub flow, click to switch
the bell notification center
"uchat" current user, click to switch

On the left-hand side, there is a sidebar. From top to bottom there are:

Section Usage
"Facebook Flow" flow type, click to view workspace
Insight user data analysis
Live Chat conversations with users
Users user list
Broadcasts send/manage broadcasts
Automation manage keywords, sequences, triggers and comments
Custom Fields manage variables, user fields and bot fields
Tags manage tags
Tools error logs, draft tester, persistent menus and widgets
Settings (owner only)Facebook greeting text and authorized websites

# Workspace

workspace

Apart from those in the picture, there are a couple of more tips for using the workspace:

  • right mouse click to add new steps
  • scroll mouse wheel to zoom in/out
  • click and drag to move the workspace or drag in the minimap

# Basic Operations to Build Flows

# Edit Step:

Click on a step to edit, "Edit Panel" will show next to the sidebar.

workspace

Double click step name to edit. You can choose the next step at the bottom of the edit panel or drag connectors yourself.

# Connect Steps:

workspace

Create a new step or choose an existing one to be the next step. For dragging connectors, see below:

workspace

TIP

When you choose an existing next step, a line will be connected from the current step to the next. Too many lines can be messy, get a Goto step to help you organize! In a Goto step, you can nominate a next step without creating a line connector.

# Select Multiple Steps (Canvas/Sub Flow)

We've just learned that move the workspace by clicking and dragging. For selecting multiple steps, it's a bit similar. Click but hold a second, then drag to cover the steps you would like to select:

workspace

Alternatively, ctrl + click them one by one:

workspace

After selecting multiple steps, click "Create New Canvas" to organize these steps in a canvas box. Or move them to an existing sub flow.

TIP

The green start point of any sub flow can't be moved to other sub flows. So make sure you didn't include the start point when you move something.

That's all about it for Flow Builder Overview!! 🎉 Try building your first flow now. 😎

Last Updated: 4/15/2021, 4:41:19 AM