Chatty Form Documentation

Welcome to Chatty Form! This guide will help you understand how to use our chatbot platform to create, customize, and deploy conversational interfaces for collecting information from users. Creating Chat Bots Creating Chat Flows Flow Nodes Designing Chat UI Publishing Your Chat Embedding Your Chat Checking Submissions Emails Feature Ready-Made Templates Chat bots in Chatty Form are the foundation of your conversational experiences. Each bot has its own flow, settings, and data collection capabilities. Navigate to the "My Chat Bots" page from the dashboard Click the "Create New Bot" button Enter a name for your chat bot (this will be displayed to users) Optionally add a description to help you remember what this bot is for Click "Create Bot" to finalize the creation Once created, your bot will appear in the "Draft" status and be ready for you to design…

This guide explains how to access, review, and manage the responses and interactions collected through your chatbots. Submissions represent all interactions that users have had with your published chatbots. Each submission contains the data collected during a user's conversation with your chatbot. This guide will help you understand how to effectively manage and utilize this collected data. Go to the "My Chat Bots" page from the dashboard Click on the chat bot whose submissions you want to view This takes you to the flow builder Within the flow builder, click on the "Submissions" link/tab in the navigation Alternatively: While viewing your bot's flow in the flow builder Look for the "Submissions" link in the sidebar or top navigation Click to access the submissions page You'll see a table listing all submissions for this bot Each row represents one completed conversation…

This guide will walk you through the process of creating your first chatbot using Chatty Form. Chat bots are the foundation of your conversational experiences in Chatty Form. Each bot has its own conversation flow, settings, and data collection capabilities. This guide will help you understand how to create, configure, and manage your chat bots effectively. Before creating a chatbot, make sure: You have a Chatty Form account You're logged into your dashboard You have an idea of what you want your chatbot to accomplish Log in to your Chatty Form account Navigate to the main dashboard Click on "My Chat Bots" in the main navigation menu You'll be taken to the chat bot management page Click on the "Create New Bot" button (green button in the top-right corner) A modal window will appear with options to configure your new…

This guide will help you understand how to create effective conversation flows for your chatbots in Chatty Form. Chat flows are the backbone of your chatbot experience. They define the conversation pathway, the questions asked, and how the bot responds to user inputs. This visual programming approach uses nodes and connections to map out the entire user journey. Before creating a chat flow, ensure: You've created a chat bot You understand your conversation objectives You know what information you want to collect from users When you open the flow builder for your chat bot, you'll see: Canvas Area: The large central area where you design your flow Node Palette: Left sidebar with different node types you can add Test Chat Panel: Right panel to preview your flow as you build Top Toolbar: Contains save, publish, embed, and settings buttons Controls:…

This guide explains how to customize the appearance, behavior, and functionality of your chatbot using the Settings section. The Settings section allows you to customize various aspects of your chatbot interface, including branding, colors, behavior, and post-submission actions. These settings control how your chatbot looks and behaves to end users. Open your chatbot in the flow builder Look for and click the "Settings" button (usually represented by a gear icon) in the top toolbar The Settings panel with multiple tabs will open This is the name of your chatbot that will be displayed to users Appears at the top of the chat interface Should be descriptive and reflect the bot's purpose To change: Enter your new title in the text field Serves as the welcome message or introductory text Shown when users first open the chat Should clearly communicate what…

This guide explains how to configure and use the email notification system to receive alerts when your chatbot receives new submissions. The email notifications feature allows you to receive automatic email alerts whenever someone completes your chatbot form. This helps you stay on top of new leads, inquiries, or submissions without constantly checking your dashboard. Go to your chatbot's flow builder Click on the "Settings" tab (gear icon) Navigate to the Settings section within the settings panel Locate the "Email" configuration options Find the "Email Enabled" toggle or checkbox Switch it ON to enable email functionality This setting allows your chatbot to collect and send email notifications Locate the "Notification Email" field Enter the email address where you want notifications sent This can be your personal email, a team inbox, or a CRM intake address Double-check the spelling before saving…

This guide explains how to embed your published chatbot on your website or application to collect responses directly from visitors. Embedding allows you to integrate your chatbot seamlessly into your website or application. Visitors can interact with your chat without leaving your site, improving conversion rates and user experience. Before embedding your chat, ensure that: Your chatbot has been successfully published You have the embed code available You have access to your website's HTML code or content management system Your website supports JavaScript execution Open your published chatbot in the flow builder Look for and click the "Embed" button in the top navigation toolbar A modal window will appear containing the embed code The embed modal shows: Embed Code: The HTML/JavaScript snippet to paste into your website Preview: A demonstration of how your chat will appear when embedded Display Options:…

This guide explains all available node types in Chatty Form's flow builder and how to use them effectively. Flow nodes are the building blocks of your chatbot conversations. Each node type serves a specific purpose in guiding the conversation flow and collecting information from users. Purpose: Display static text content to users, such as instructions, welcome messages, or informational content. Features: Supports Markdown formatting Rich text capabilities (bold, italic, headings) Lists and links support Images can be embedded using Markdown syntax How to Use: Drag the "Text" node from the palette to the canvas Click on the node to edit its content Use Markdown syntax for formatting (e.g., Heading, italic, bold, list items, links) Connect to the next node in your flow Best Practices: Use short, clear messages Include rich formatting to make content engaging Provide context before asking for…

This guide explains how to publish your chatbot so that others can interact with it and submit responses. Publishing makes your chatbot publicly accessible via a unique URL. Once published, users can engage with your chat, and all responses will be collected in your dashboard for review. Before publishing, ensure that: Your chat flow is complete with no broken connections All required input fields have appropriate labels and names You've tested the flow thoroughly using the preview panel Your chat UI settings are configured as desired The bot's status is currently "Draft" Review your entire conversation flow Ensure all paths lead to logical conclusions Test the conversation using the "Test Chat" panel Verify all required input fields have both "Label" and "Name" filled Save your flow using the "Save Flow" button Make sure you're in the flow builder for your…

This guide explains how to use, customize, and leverage the pre-built templates available in Chatty Form to quickly create effective chatbots. Ready-made templates are professionally designed chatbot flows that serve as starting points for common use cases. These templates save time by providing functional, tested flows that you can customize to meet your specific needs. Purpose: Complete hotel reservation and inquiry system Features: Room selection, dates, guest information, special requests Best For: Hospitality businesses, hotels, resorts, vacation rentals Purpose: Appointment scheduling for barbershops or salons Features: Service selection, time booking, stylist preferences, contact info Best For: Beauty businesses, barbershops, hair salons, spas Purpose: Intelligent chatbot powered by large language models Features: Natural conversation flow, AI responses, knowledge queries Note: Requires an LLM API key to function properly Best For: Customer support, FAQ automation, general assistance Purpose: Food ordering system for…

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