Setting Up

Under Setup > Chat Flows, users can see their existing Chat Flows as well as a +Chat Flow button to create their own Chat Flow.

Before creating your actual Chat Flow, you need to set it up in the Captivate Chat platform.

Under the Setup > Chat Flow view, click .

A pop-up window should appear. Under Create your Chat Flow, fill up the following:

• Chat Flow Name: Give your Chat Flow a name. It's recommended that you name it based on the specific process you want to fulfill. This name will be used for internal use only. You can give your Chat Flow an official name depending on the Channel you've chosen.

Click when you're finished.

You have to name your Chat Flow before you start modifying its parameters