This article mainly focuses on the basics settings and configurations of the conversational flow. Here is how you can access the flow settings in your Tools builder interface:

You can find a set of elements in the flow section which you can add into the conversation. It varies based on the type of the tool you are working on. Elements can be added in to the flow by clicking on Add question button and selecting an element from the left pane:

Once you start adding elements into the flow, a live preview can be seen on the right hand side of the page:

Now let's have a look at each element to get a better understanding:

• Statement

To be simple, this is a line of sentence which you can include anywhere in your conversation as a message. If your message is too long, it can be broken down into paragraphs for the customer to read easily.

• Text question

This is a statement with a form via which the customers can submit their data. You can add more fields into the form, such as Name, Address, Number, etc by selecting an option within it and pressing enter. The data collected can be sent as lead by configuring the jump(ADD LINK).

• Form

This is similar to the Text statement but this comes with pre set text areas, which are Name, Email, Phone, and Message. You can easily customize these fields and if you do so, make sure that you update the validations.

• Select one

This is a statement with a few options from which one option can be selected. The Element and it's option can be configured to jump to different sections of the flow or run custom actions.

• Select multiple

This is a statement with the option to choose multiple answers.

• Site search

This is a Search bar which can be used to browse your Website.

• AI question

This can be given with prompts to answer the queries.

• File upload

This allows the user to upload any type of files.

• Calendar

This would allow the customer to select a date and/ or time.

• Range

This can be used in Form, Side bar, and Pop up tool types.

Note that the elements that can be added into the flow differs based on the bot type.

Adding jumps into the Flow

To have the Chat conversation in order, you can add jumps between the elements in a more optimized way to generate more leads. To build the Chat flow in a more optimal manner, it is advisable to add jumps once you are done adding elements. Here is how you can do it:

• Click on an element and select to which section of the flow you want to jump to under the Always jump to tab.

• Jumps can be set to the options within the element as well.

• Sending leads via Jumps. You can either choose to send leads and continue jumping to another element or send lead and stop the chat.

Note that if there are no jumps set, the flow will be continued in chronological order. It does not matter in what order you have the elements as long as you have set the jumps properly.

Each of these elements can be customized in different ways with the use of Actions. Once you are done, do not forget to save and preview the tool.

Now you can start installing the tools on your Website once you are done setting up the flow.