Captivate Chat
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  • DASHBOARD
    • Homepage
      • Setup
        • My AI Chatbots
        • Chat Flows
      • Transcripts
      • Tokens
      • Settings
        • Edit Profile
        • Manage Plan
        • Account Details
        • Referrals
  • START CREATING
    • Create an AI Chatbot
      • Setting Up
      • Import Your Own Information
        • URL Crawler
      • Select Type
      • Train your AI Chatbot
      • Select Integration
      • Finishing Touches
      • Modify your AI Chatbots
    • Create a Chat Flow
      • Setting Up
      • AI Chatbots
      • Select Channel
        • Channel: Web Chat
          • Preview your Web Widget
        • Channel: Facebook
        • Channel: Instagram
        • Channel: WhatsApp
          • Setting up WhatsApp
          • Submit your first WhatsApp Sender
          • Setting up more WhatsApp Senders
          • Configure the Endpoint for Integration
        • Channel: Full Chat
          • Preview Full Chat Channel
        • Channel: Custom Channel
          • JavaScript Socket API
          • Socket API
          • Socket Conversation Testing
      • Select Live Chat Vendor
      • Modify your Chat Flow
    • Connect a Live Chat
      • Microsoft Teams
        • Set up the Captivate Chat MS Teams App
          • MS Teams App Chat Prompts
        • Connect your Captivate Chat account
        • Connect your Chat Flow
        • MS Teams App Chats
        • Test your Microsoft Teams integration
    • Create a Custom Component
  • 💬SUPPORT
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On this page
  • Create an AI Chatbot
  • Select an existing AI Chatbot
  • Next steps
  • If you created a new AI Chatbot
  • If you selected an existing AI Chatbot

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  1. START CREATING
  2. Create a Chat Flow

AI Chatbots

PreviousSetting UpNextSelect Channel

Last updated 3 months ago

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Once you name your Chat Flow, you will be taken to Step 1: AI Chatbots.

Select the AI Chatbot you want to be involved in this particular Chat Flow. Think of it as choosing the AI Chatbot that will interact with your audiences through your platform (your website or social media platform, to name a few).

You can proceed with Step 1: AI Chatbots in two ways:

Create an AI Chatbot

If players create an AI Chatbot from scratch while making a Chat Flow, the AI Chatbot they will create will automatically be assigned to the Chat Flow they are setting up.

Select an existing AI Chatbot

Click the Chatbot you want to use. Make sure it is fully functional.

Next steps

Once you've made your choice, you can move forward by either:

If you created a new AI Chatbot

Select Integration, as of 9/2/2024

We haven't added options under Select Integration yet. You may skip this step in the process.

Stay tuned for more updates!

If you selected an existing AI Chatbot

After selecting an existing AI Chatbot, click Step 2: Channel, as seen on the left side of the screen.


Click , and you will be taken to the same steps of this page:

If you want to check its details, click . It will take you to the same steps of this page:

After going through the steps of Create an AI Chatbot, you will end up in the Select Integration view. Click .

Create an AI Chatbot
Import Your Own Information
After setup, the "My AI Chatbots" window is the first step of creating a Chat Flow. In the context of Chat Flow creation, users can select an existing AI Chatbot or create a new one from scratch by clicking the "+AI Chatbot" button.
After setup, the "My AI Chatbots" window is the first step of creating a Chat Flow. In the context of Chat Flow creation, users can select an existing AI Chatbot or create a new one from scratch by clicking the "+AI Chatbot" button.