Bots

In the Bots section, you can create, view, and manage all the bots in your workspace. You will see all your workspace bots with the following columns:

• Avatar: The bot’s identifying icon.
• Name: The bot name.
• Views: Number of times the bot was viewed.
• Starts: Number of times the bot was started.
• Completed: Number of completed conversations.
• Status: Current state (Live or Draft).
• Publish: Toggle to enable or disable the bot.
• Actions: Menu with all available bot operations.

You can filter by Status or search by name using the search bar.

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Build my first bot

To start building your first bot you can click on Build my first bot. It will open a modal design to create your first bot step by step. Step 1: Start

• In this step you can choose to start from scratch with an empty conversation flow (this is for advanced users), Learn the basic with a guided example bot (this is the recommended option for new users), or start from a template (this is for users that want to use a pre-built bot and customize it, the fatest option).

Step 2: Customize

• In this step you will learn how you can customize your bot, from drag and drop blocks, collect data and integrate with external services, to customize the bot’s theme and appearance.
  To learn more about blocks and how to use them, start with the Flow documentation.

Step 3: Deploy

• In this step you will learn the different ways you can deploy your bot, from embedding it in your website, or integrating it with WhatsApp usign the Meta Cloud API or via QR code.
  To learn more about deploying your bot in WhatsApp, see the WhatsApp deployment documentation.

Step 4: Explore

• In this step you will learn about new and advanced features after you have deployed your bot, like analytics (track sessions, completions, and user interactions), use inbox to read every message sent to your bot and human handoff to let your team take over the conversation when needed.
  To learn more about human handoff, see the Human Handoff documentation.

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Bot Actions

Cliking the Actions menu (three dots) will show the following options:

• Editor: Open the flow editor to design the conversation.
• Viewer: Open the live version of your bot. If the bot hasn’t been published yet, a 404 Not Found page will be displayed.
• Export bot: Export the bot as a JSON file.
• Duplicate: Create an exact copy of the bot to modify without affecting the original.
• Delete: Permanently remove the bot.

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Bot Status Management

Bots can have different states: Draft

• Not yet published.
• Only visible to workspace members.
• Can be tested in preview mode.
• Freely editable without affecting any live bot.

Live

• Published and available to end users.
• Deployed through your selected channels.
• Collecting analytics and conversation data.
• Updates require republishing to take effect.

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Importing a bot

When importing a bot from a .json file, QuickBot recreates the entire bot flow, theme, and configuration.