Creating a Flow

Build a keyword-triggered chatbot in either Chatbot Builder (v1) or Trial Chatbot Builder V2. Both require Automation access on your WABA.

Before you start

  1. Sign in to the ChatYug portal.
  2. Select the WABA (and phone number, if prompted) you want to automate.
  3. Open Automation from the main navigation.

Path A — Chatbot Builder (v1)

1. Open the flows list

On Automation, click the Chatbot Builder card. This opens /chatbot-flows.html, where you can:

  • Create New Flow / Create Your First Flow
  • Filter by All / Published / Draft
  • Browse templates, import JSON, export, publish, or delete existing flows

2. Create or edit

Creating or editing a flow opens /chatbot-builder.html with a Start step already on the canvas. The Start step is triggered when a customer sends a configured keyword.

3. Add nodes

  1. Click the dashed Add Step to Flow zone.
  2. Choose a node type from the modal (Send Message, Show Buttons, Show List Menu, Wait for Input, Simple Condition, Advanced Condition, Save to Database, API Call, Transfer to Human, End Flow).
  3. Click a step’s edit control to configure fields in the edit modal.

Use the search box and zoom controls in the header to navigate larger flows.

4. Configure keywords and save

When you save, you will be prompted for trigger keywords if they are not set yet (comma-separated, e.g. help, support, menu). Keywords are validated against conflicts with other chatbot flows and Auto-Reply rules.

Header actions:

  • Save Flow — persist the draft
  • Publish — make the flow live on its keywords
  • Unpublish — stop live responses (shown when published)
  • Preview — text preview of the flow path
  • Test Flow — send a test message to a phone number without requiring publish (test panel in the builder)
  • Back — return to the flows list

Path B — Trial Chatbot Builder V2 (BETA)

1. Open V2

On Automation, click Trial Chatbot Builder V2. This opens /chatbot-builder-v2.html with a drag-and-drop canvas. A START node is present on the canvas.

2. Set flow settings

Click Flow Settings in the header and fill:

  • Flow Name (required)
  • Trigger Keywords (required, comma-separated)
  • Flow Description (optional)

3. Build on the canvas

  1. Drag nodes from the left node palette onto the canvas (Messages, Input & Logic, Flow Control, Templates, Actions).
  2. Click a node to open the Properties panel on the right. Configure fields, then Save Changes.
  3. Connect nodes using the canvas connection handles so the conversation path is continuous.
  4. Use Focus Editor for a larger property editor when needed.

4. Save, publish, and test

  • Save — store the flow (auto-save indicator also appears while editing)
  • Publish / Unpublish — go live or take offline
  • Test — run a test from the header
  • Templates — load a pre-built flow template into the builder

Recommended first flow (both builders)

  1. Start → keywords e.g. hi, hello, menu
  2. Send Message — welcome text
  3. Show Buttons — up to 3 choices (Support / Sales / Talk to agent)
  4. Branch each button to a message or Human Handoff
  5. End Flow with a closing message
  6. Save → Publish → send a keyword from WhatsApp to verify

After publish

  • Only published and active flows respond to keywords.
  • Unpublish before major edits if you need to stop live traffic safely, then republish when ready.
  • Use the flows list (/chatbot-flows.html) to see status, export JSON, or delete flows.

Next: Nodes Reference · Templates & Facilities