What you'll achieve
Change the texts, add new blocks and decide what comes after each one.
Before you start
Have a bot open on the canvas (see “Create your first bot from a template”) and the Editor or Administrator role. To understand each block, read “How an automated conversation is built”.
Steps
- Select a block: click it on the canvas. You can also use the block selector, which works with the keyboard.
- Change the text: in the panel on the right, edit the field Text. You'll see Unsaved changes at the top. Screenshot: selected block and edit panel with the “Text” field
- Add a block: in Add block click Message, Question, Buttons, Condition, Wait, Send data, Hand off to a person or End. It appears in the center of what you're viewing.
- Connect: there are two ways.
- Drag from a block's output point to another block's input point.
- Or in the panel choose the destination in the field Next destination (it also works with the keyboard).
- Variables: in questions, the variable name stores the answer. Then you can use it in other texts by typing {{name}}.
- Delete: select the block and click Delete block.
- Arrange: click Arrange blocks and the editor arranges them automatically.
Expected result
Each block has a destination and the canvas looks tidy. Click Review: it should say “The flow is well built”.
Common issues
A block “has no connection in «next»”
Choose its destination. A bot can't be published with loose blocks along the path.
“It forms a loop that never waits for the person”
There's a loop made only of messages or waits. Add a question or buttons inside the loop.
A block ended up off screen
Use Arrange blocks.
I can't edit the texts
Your key is read-only.
When to contact support
If the editor shows an error you don't understand, send us a screenshot of the message and the bot's name.