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.
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 The "+Chat Flow" button will begin the process of setting up a Chat Flow. It will prompt users to give a name for the Chat Flow . The name provided via "+Chat Flow" is only for internal use and won't be seen by users..

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 The blue "Create Chat Flow" shows in the prompt that asks users to type their Chat Flow name. This appears after they click "+Chat Flow." Clicking "Create Chat Flow" creates an empty Chat Flow that needs an AI Chatbot, a Channel, and a Live Chat integration. when you're finished.

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

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