Modify your Chat Flow

Edit the parameters of your Chat Flows

The Setup > Chat Flows view presents all available Chat Flows that the user created.
The Setup > Chat Flows view presents all available Chat Flows that the user created.
The Setup > Chat Flows view presents all available Chat Flows that the user created.
The Setup > Chat Flows view presents all available Chat Flows that the user created.

After you create your Chat Flow, you will return to the Setup > Chat Flows view. Your newest Chat Flow will be displayed as the first tile from the top of your list.

You can maintain an existing Chat Flow through these steps:

Modify a Chat Flow using settings

Clicking the hamburger menu beside any Chat Flow allows users to edit, rename, and delete them.
Clicking the hamburger menu beside any Chat Flow allows users to edit, rename, and delete them.
Clicking the hamburger menu beside any Chat Flow allows users to edit, rename, and delete them.
Clicking the hamburger menu beside any Chat Flow allows users to edit, rename, and delete them.

You can modify your Chat Flow by clicking settings ( ) and choosing an action you want accomplish:

  • Edit Chat Flow: Adjust all parameters of the Chat Flow.

  • Rename Chat Flow

  • Delete

Select what you want to edit

If you click Edit in the drop down selector of your Chat Flow, you will be asked to pick which part of the Chat Flow you specifically want to change:

  • Chatbot: If you just want to edit the Chatbot.

  • Channel: If you just want to modify the Channel.

  • Livechat: If you just want to reconfigure the Live Chat.

  • All: If you want to edit all parts of the Chat Flow.

Your choice of the above determines which menus appear in the Chat Flow editing stage.

Delete a Chat Flow

You can delete a Chat Flow using these steps:

Clicking settings

The "Delete" is highlighted among the drop downs of a Chat Flow's hamburger menu settings. Clicking this permanently deletes the specified Chat Flow.
The "Delete" is highlighted among the drop downs of a Chat Flow's hamburger menu settings. Clicking this permanently deletes the specified Chat Flow.
The "Delete" is highlighted among the drop downs of a Chat Flow's hamburger menu settings. Clicking this permanently deletes the specified Chat Flow.
The "Delete" is highlighted among the drop downs of a Chat Flow's hamburger menu settings. Clicking this permanently deletes the specified Chat Flow.

You can delete your Chat Flow by clicking settings ( ) and choosing Delete from the options.

Using the checkbox to delete a Chat Flow

A sample Chat Flow named "DemoAgentFlow" is selected via a checkbox beside it. Clicking "Delete" while "Facebook Test" is ticked will only delete this specific Chat Flow.
A sample Chat Flow named "DemoAgentFlow" is selected via a checkbox beside it. Clicking "Delete" while "Facebook Test" is ticked will only delete this specific Chat Flow.
A sample Chat Flow named "Facebook Test" is selected via a checkbox beside it. Clicking "Delete" while "Facebook Test" is ticked will only delete this specific Chat Flow.
A sample Chat Flow named "Facebook Test" is selected via a checkbox beside it. Clicking "Delete" while "Facebook Test" is ticked will only delete this specific Chat Flow.

You can also delete your Chat Flow by clicking the checkbox ( ) and choosing Delete beside +Chat Flow.

Using the checkbox to delete many Chat Flows

Multiple blue checkboxes can be ticked. When done, it selects the Chat Flows beside them. Clicking "Delete" after ticking the checkboxes of more than one Chat Flow will delete all ticked Chat Flows.
Multiple blue checkboxes can be ticked. When done, it selects the Chat Flows beside them. Clicking "Delete" after ticking the checkboxes of more than one Chat Flow will delete all ticked Chat Flows.
Multiple blue checkboxes can be ticked. When done, it selects the Chat Flows beside them. Clicking "Delete" after ticking the checkboxes of more than one Chat Flow will delete all ticked Chat Flows.
Multiple blue checkboxes can be ticked. When done, it selects the Chat Flows beside them. Clicking "Delete" after ticking the checkboxes of more than one Chat Flow will delete all ticked Chat Flows.

You can delete more than one Chat Flows by clicking the checkbox ( ) for the Chat Flows you want to remove. To delete them permanently, simply click Delete beside +Chat Flow.

Clicking the blue checkbox beside the "Chat Flow" word will select all Chat Flows in the screen by ticking their checkboxes.
Clicking the blue checkbox beside the "Chat Flow" word will select all Chat Flows in the screen by ticking their checkboxes.
Clicking the blue checkbox beside the "Chat Flow" word will select all Chat Flows in the screen by ticking their checkboxes.
Clicking the blue checkbox beside the "Chat Flow" word will select all Chat Flows in the screen by ticking their checkboxes.

You can delete all of your existing Chat Flows by clicking , which then selects all your available Chat Flows. To delete them permanently, simply click Delete beside +Chat Flow.

Deletion final warning

You will receive a final warning if you want to delete your Chat Flow. This is because Chat Flow deletion is permanent and irreversible.

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