# 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, Sub Flow and Step

flow

# Flow Type

To begin with, you need to create a flow. Currently, UChat provides you with 9 types of flow:

flow

# Sub Flow Type

Flow consists of sub flows. There are 3 types of sub flow:

Sub Flow Usage
step general sub flow, varies in flow type
step call / trigger background tasks
step process repetitive tasks

# Step Type

Sub Flow consists of steps. There are 8 types of step:

Step Usage
step display information
step ask question and wait for user input
step process data and tasks via integrations, APIs, notifications...
step go different steps depend on conditions
step go different steps depend on probability
step send full email instead of short email notification
step jump to a step or sub flow rather than using a line connector
step define output for the function flow

Note

The differences among different types of flow are Flow Setup, Send Message Step and Question Step. Each channel has their own limitation of message types. For example, you can share a location through WhatsApp and WeChat while other channels 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 the publish version.

  • Draft Version

    any editing of steps will be saved automatically to the draft version. you can edit your flow without influencing the bot and have a tester to test the draft version before you "Publish".

# From Publish Version to Draft Version, 1 way:

  • click "Edit Flow" on the upper left/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 a new Publish Version
  • discard changes and revert to the newest Publish Version
  • keep draft and switch to Publish Version (by doing this, you can have a look at your publish version and when you click edit and come back, your draft is still here)

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 back to your UChat dashboard
"MyBurger" flow type and flow name, click to edit
"Main Flow" current sub flow, click to switch
"Build a bot..." tutorial video widget
"Joyce" 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
Sub Flows click to view all your sub flows
Analytics your bot data analysis
Live Chat your inbox for all the conversations, talk to your users here
Users where you manage your users
Automation manage keywords, sequences, triggers and comments
Contents manage custom fields, tags, OTN, personas, user menus and customer feedback
Tools manage error logs, draft version tester, admins, widgets, multiple language and shortcuts
Broadcasts send/manage broadcasts
Settings (owner only) manage Facebook greeting text, ice breakers and authorized websites

# Workspace

workspace

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

tip tip tip

# Change Themes

Before you start, you can pick your favorite theme by clicking "Change Theme":

theme

choose one of them and "Apply Change".

theme

# Hide Minimap or Tooltips

theme

Minimap is useful when you need to move your workspace in some situation. For example when you click and drag inside a canvas, you are moving the canvas as a whole instead of the workspace:

tip

You can hide the minimap by clicking the "Hide Flow Overview" option.

With tooltip, you can see description for every feature you see in the flow builder like this:

theme

The tooltip includes a title, description, image, video link and documentation link. It is friendly to new users and for users who already familiar with the system, you can choose to disable the tooltip by clicking the "Hide Flow Tooltips" option.

# Basic Operations to Build Flows

# Edit Step:

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

workspace

Click step name to edit it. 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 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 (Move to 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

The selected step will have green border. After selecting multiple steps, click "Create New Canvas" to organize these steps in a canvas box, or move them to an existing sub flow. To delete multiple steps, hit "delete" button on your keyboard after choosing several steps:

workspace

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 to other sub flows.

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

Last Updated: 9/10/2021, 8:28:19 AM