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Creating Chat Bots in Chatty Form

This guide will walk you through the process of creating your first chatbot using Chatty Form.

Overview

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.

Prerequisites

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

Step-by-Step Instructions

Step 1: Access the Chat Bots Page

  1. Log in to your Chatty Form account
  2. Navigate to the main dashboard
  3. Click on "My Chat Bots" in the main navigation menu
  4. You'll be taken to the chat bot management page

Step 2: Create a New Bot

  1. Click on the "Create New Bot" button (green button in the top-right corner)
  2. A modal window will appear with options to configure your new bot

Step 3: Configure Bot Details

  1. Bot Name (Required):
  • Enter a name for your chat bot
  • This name will be displayed to users during the conversation
  • Choose something descriptive that reflects the bot's purpose
  • Example: "Customer Support Assistant", "Event Registration Form", "Product Inquiry"
  1. Bot Description (Optional):
  • Add a brief description of what this bot does
  • This is for your reference and doesn't appear to users
  • Example: "Collects customer feedback for Q4 survey"

Step 4: Save the New Bot

  1. Click the "Create Bot" button at the bottom of the modal
  2. Your new bot will appear in the list with a "Draft" status
  3. The bot is now ready for you to design its conversation flow

Managing Your Chat Bot

Editing Bot Details

  1. Find your bot in the list of chat bots
  2. Click the "Edit" button (pencil icon) next to the bot
  3. Modify the name or description as needed
  4. Click "Update Bot" to save changes

Understanding Bot Statuses

  • Draft: The bot has been created but not published; only visible to you
  • Published: The bot is active and accessible to users via its public URL
  • Archived: The bot has been removed from active status (not currently implemented in the code)

Deleting a Bot

⚠️ Warning: Deleting a bot is irreversible and will remove all associated flows and submissions.

  1. Click the "Delete" button (trash icon) next to your bot
  2. You'll be prompted to confirm the deletion by typing "DELETE"
  3. Type "DELETE" in the confirmation field
  4. Click the "Delete" button to confirm

Opening Your Bot for Editing

  1. Click anywhere on the bot card to open it in the flow builder
  2. Alternatively, click on the bot's name to access the flow builder

Best Practices

Naming Conventions

  • Use clear, descriptive names that indicate the bot's purpose
  • Avoid generic names like "Untitled Bot"
  • Consider the audience who will use the bot

Planning Your Bot

  • Before creating your bot, think about the conversation flow
  • Sketch out the questions and possible user paths
  • Consider what information you need to collect

Next Steps

After creating your bot, you'll want to:

  1. Design your conversation flow
  2. Test the conversation
  3. Publish your bot
  4. Embed it on your website or share the link

Troubleshooting

Common Issues

  • "Bot name is required": Ensure you've entered a name in the Bot Name field
  • "Bot not appearing in list": Refresh the page after creating the bot
  • "Cannot edit bot": Make sure you have the necessary permissions

Need Help?

  • Revisit this guide for step-by-step instructions
  • Check the Chatty Form community forums
  • Contact support if you're experiencing technical issues