Create a bot
1
Pick the channel and a template
Click New bot, choose the channel (only channels that support bots are listed) and start from a template or from scratch.
2
Build the flow
In the visual builder you add steps and connect them. Each step shows what it does and where it goes next (for example “Replied”, “Invalid answer” or “No reply”).
3
Test it
Test bot opens a test conversation: nothing is sent and no real data changes. You can simulate in or out of business hours, skip waits and choose what an external system or the AI answers to walk every path. You can also test with a real contact’s data (sends and changes are simulated).
4
Publish it and choose when it starts
A published bot runs when an inbox entry rule picks it. In the Order of service tab you decide which bot goes first in each inbox.
Available steps
Bot states
- Live: published and connected to an inbox.
- Published but idle: ready, but no conversation reaches it (the card explains why, for example another bot goes first in that inbox).
- Draft: serves nobody until you publish it.
- Paused: new conversations go to the next item in the order of service; the ones it was handling go to a person.
- Archived: stops serving and the rules that used it fall back to the inbox queue. It can be restored.