1. Please go to the Automation section and select Workflow.

2. Click on New Form Templates to view additional workflow templates that you can use as a reference.

3. Select a template under General Flows or Order Flow to create your workflow.

Guidance Overview:

Let us build up one FAQ for Online Store template here for example to provide answers to Frequently Asked Questions and 24/7 customer support.

In order to make this practice properly, we can start customizing a popup message by following the steps.

Step 1: Click a block, and there will be a setting window on the right side.

Step 2: Customize the Pop-up Message contents and select Reply type according to your own decision, like nothing to reply after clicking, Message text to contact online agents using our provided sample buttons, or creating your own button actions to make further interactions with your users.

Step 3: Click the blue Save button and proceed with your further actions by clicking the plus icon "+" for the rest steps.

Step 4: You can also set up the precise action during the process of workflow, by creating a Redirect Button and selecting related functions appearing after operating. In this way, users can access precise pages or functions, like Help Center and Order Tracking, etc.

Step 5: If you would like to create a workflow related with product pages, you can also right click the uploaded images and insert related links, so that visitors can access website pages accordingly.

Step 6: After finishing all steps in your current workflow, click blue button "Create Flow" and it will be applied immediately on your website.

Step 7: After finishing the content of Template setup, you can access My flows to see the templates created successfully. By clicking Edit icon or Delete icon, you can do the manage individually here also.

Step 8: Once visitors access your website related pages or contents, there will be a pop up workbot window occurring and visitors can click related icons or buttons to fetch the information needed accordingly.

Precautions:

1. If a visitor accesses your website page via Chatbot, the whole chat record will occur in the column of Chatbot under Conversations in the Inbox section, kindly note it, please.

2. Only under one circumstance will the Chatbot-related message appear in normal Chatboxes: If users write or send a new message in the same Chat forfurther inquiry, this Chatbot message will be transferred from the Chatbot column to All Chats aspect immediately and online agents need to handle it as usual.

Bot setting

Here you can upload avatar of Bot displaying in your Chat Widget content and customize the displayed name accordingly.

Note：Only when you are under Paid Plans will have the permission to edit this section.

If you still encounter further issues while using this feature, please do not hesitate to contact us via Chat and we will help and support you here with the best meanwhile. Your feedback and shared issues will be a great improvement on our APP end as well!