> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.bitbybit.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create A Chatbot Flow

For a step-by-step guide on how to complete this pros, please visit [our YouTube Channel.](https://www.youtube.com/@bitbybit.studio/videos)

<iframe width="560" height="315" src="https://www.youtube.com/embed/tuuXDzGGYgg" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />

Creating a chatbot flow in bitChat allows you to automate customer interactions across various channels, providing a seamless experience. Follow these steps to create a chatbot flow:

## Step-by-Step Guide

### Step 1: Access the Chatbot Dashboard

1. Go to the [bitChat dashboard](https://app.bitbybit.studio/bitchat) and click “Chatbot”.
2. On the top-right of the page, click the “Create new chatbot +” button.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d7295996d732efcd1f9_AD_4nXeYdJYahJ-qXaxbu_zdqq6eRRHkb1zv6q5VSojqDuUnZP-4eIQCQ1ukcC7Q8KmakzhTTv6PWOnD7cIjXZsxwQhSWbibD44cvs-WLRFsfI3IcB3p2UayC3rSKPZvVvTCT68cpaSf_8hZ45hIhnytb3Dzxf8.png)

Go to "Chatbot" and click "Create new chatbot +"‍

### Step 2: Choose the Chatbot Channel

Select the channel you wish to create a chatbot for. You can choose between WhatsApp Business App, WhatsApp Cloud API, and Instagram.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d7267c10f74f139a768_AD_4nXcBTDwgF9qq2jZuaIUDFm1q0RMWUvltvGMvyz4xWnmcl7Q-yQ29FU5tu0tydMLaMq2eD8BnCO6UEzRFKQMMfrCwOTGCow755Q5mR4lgcd4gOVK0X_rdm6ayyTGCesth5NhydgjgKHdUNhUEU5Pl16nLTIw.png)

Select the chatbot channel

### For WhatsApp Business App and Instagram:

**1. Fill in the Trigger Window:**

* **Fallback Message:** Choose the fallback message for this trigger. You can set up fallback messages in the [Chatbot settings](https://app.bitbybit.studio/bitchat/settings?section=chatbot).

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a383aaded98e91bdca2f4_AD_4nXcIjwqS7KHJDrDndtaO1NkPcd_rSJ0eZHkk4EtFDpYof419nLZ8W0zWO_kPcWMRmYPLt4kIxS2gTaHmC92shi6T1w-rMC7jES0wex5Y3B0UopsAlWj_o1anoT59cHq8IQZxX1wESucGYyQQGObxkc5cxuvI.png)

Choose fallback message‍

* ‍**Keyword Condition (If message):** Select “is contain” if you want the trigger message to contain the keyword or “is exact” if you want the trigger message to be exactly the keyword.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a38bd6389266d151b3603_AD_4nXdEiSF7joBa5N06CRsvf76tBNDhg74qxcAgeTZf1x0y6Yn1_RVDisd4_7O18UF7BSUPFB41qBfEOI0aRac1agG98yf2QGAugcVbKp50En2Set7hqWrSVwOpPHArJ0gLMVyLmDWljeM1qw_8LrwJht-yO5ZS.png)

Select keyword condition‍

* **Input Keyword:** Enter the keywords for the trigger. Press Enter to add multiple keywords.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a391b69ba41945e7cd542_AD_4nXcgzLLIqq5Pbdjw8Rg291GnXWGAOwmUZ7wIVlKA-4T0OR1xzrh_kgmt_fYyhX0ZR-OTvFM2xqjreK466P37qHwnSpo3thd4b6Xtxl94O8-pRlkWYzH2kS10DiYWUFERe3yuS_9inwHnfQEwASD6QGhbaNk.png)

Input keywords‍

* **Optional Settings:**

1. Set a ticket category and customer tag to automatically categorize and tag customers who send the trigger message.
2. Drag and drop an image into the media box.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d7269c590bec3297015_AD_4nXc_mZQGLrg9qsZQwER6znRElNs8mCKA0xNvEKl2laOLxZavuFZ8Uo2UFZ-nE13CDttr2lNrgh3wM2UE4HGAJPAHXsVlPckwawHp3GY60X3dXMjaff-wvQeCotiNAOzuJy0g0TAlB5EtDBeIZj9tomkhBVgK.png)

Set ticket category, customer tag, and add media‍

* **Message:** Fill in the field with the message.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a398a7159a21bee9317d9_AD_4nXc2jPUqrA1n9XOx88altsBFXfp1A6_dzVHcQsWJFSw3QzEucrNdV5l36B4HDYhX3vNHTPfbYA9Zf9GWCYfV8OkWFKrfc58LeAx5hFUi1VnDcHFf_6tysWd-zhsQm1o18gp3Lj1XZujZpErSKeeve4CvpcLv.png)

Fill in message‍

* **Reply Options:** Input the reply options.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a39c774131814a39da805_AD_4nXevrkq_X9KPpfsShg0UOVtgoq2SkPJ6T2WYrQQirrmJbSlwuEnDlNdysI0Z5TGMuPik107rLpy-RAGXaReIFfM4jn-diyDyWxWyKti1CLHR9bZpBtsK7M-Vcn3iBr9ms4eJciAmrOuGZDWqQ5ElgHAKiJSJ.png)

Input reply options‍

* Click “Save”.

**2. Edit and Navigate the Chatbot Flow:**

* The trigger card will appear on the Chatbot Flow board.
* Edit the flow name in the top right corner.
* Use the “+” and “-” icons on the top left corner to navigate, or use the drag gesture with your cursor.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d72c4159079d42b0232_AD_4nXfJKplLkYXVvVWIseZ7PIjfdyyjDcQUNZ2Ze9dsWNvKEE_RLBq3bkLFggl0aeD5WxYYvUohdxCVJ37AtE8glqSrMc-PLLoEJPsxUXCSGBfAIqeqbbISNSh-hv4PFnA6oYauRxSqLr1Rqagf8tYXMNft-jXc.png)

Edit and navigate the flow‍

**3. Create the Next Flow:**

* Click one of the reply options and choose between:
  * **Action:** Triggers an action (e.g., adding a customer tag).
  * **Message:** Opens a new message window to add more reply options.
  * **Back:** Triggers the previous message, allowing the customer to restart the conversation.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d72ffd0c6497eec0658_AD_4nXd8wviwyipQwP8U0aSnHA6lT15ki1bzrK_zwriqhDXBJiOaJ55dw0ggUCdecj15sFiaG_cJ6iFzyfZFrPboeIPT8OoUj9UbkqTr_tZjjn_vjzMsZgg2yTimFe1P1f4LdPi_uk9cXWQ_JtV1bYSk8AIocvgV.png)

Click to create the next flow‍

**4. Save the Chatbot Flow:**

* Click the “Save” button.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d72e1068f8879afead1_AD_4nXd0mnxDopHg-DrkfB6gqKRPty8kdKfZLpUAIWnTeGOfOeBAYZKjLWW-jnrr3O17LkgNhf9O8KZ-JXAVaN2XT3eD51wzSxcFQHA2yBiOLEaPjt49RKhAft-mPqSZgS19sHkQ85noHD0GL7BztlpP8KMkZ26T.png)

Click "Save"‍

**5. Activate the Chatbot Flow:**

* Once saved, a toggle will appear beside the title. Click this toggle to activate the chatbot flow.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d724b732665a4925e1d_AD_4nXdmHfzv7HD9XQtLrBT4hJJ_Qcmn-MOhIS1r698_xIxYuakKpYdnqMLUiM2tzLB4vNWUb3CKF3MPWbwJeZ7kmR4Ov_X5VDPaPzLN-a_1iSmE55O-m69ZLLZprCCPFDgn2JAAM_f3ps8AcvH2ENldBHrzGkg.png)

Click toggle to activate

**5. Your chatbot flow is now active!**

### For WhatsApp Cloud API:

**1. Fill in the Trigger Window:**

* **Fallback Message:** Choose the fallback message for this trigger. You can set up fallback messages in the [Chatbot settings](https://app.bitbybit.studio/bitchat/settings?section=chatbot).

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a383aaded98e91bdca2f4_AD_4nXcIjwqS7KHJDrDndtaO1NkPcd_rSJ0eZHkk4EtFDpYof419nLZ8W0zWO_kPcWMRmYPLt4kIxS2gTaHmC92shi6T1w-rMC7jES0wex5Y3B0UopsAlWj_o1anoT59cHq8IQZxX1wESucGYyQQGObxkc5cxuvI.png)

Choose fallback message‍

* **Keyword Condition (If message):** Select “is contain” if you want the trigger message to contain the keyword or “is exact” if you want the trigger message to be exactly the keyword.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a38bd6389266d151b3603_AD_4nXdEiSF7joBa5N06CRsvf76tBNDhg74qxcAgeTZf1x0y6Yn1_RVDisd4_7O18UF7BSUPFB41qBfEOI0aRac1agG98yf2QGAugcVbKp50En2Set7hqWrSVwOpPHArJ0gLMVyLmDWljeM1qw_8LrwJht-yO5ZS.png)

Select keyword condition‍

* ‍**Input Keyword:** Enter the keywords for the trigger. Press Enter to add multiple keywords.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a391b69ba41945e7cd542_AD_4nXcgzLLIqq5Pbdjw8Rg291GnXWGAOwmUZ7wIVlKA-4T0OR1xzrh_kgmt_fYyhX0ZR-OTvFM2xqjreK466P37qHwnSpo3thd4b6Xtxl94O8-pRlkWYzH2kS10DiYWUFERe3yuS_9inwHnfQEwASD6QGhbaNk.png)

Input keywords‍

* **Optional Settings:**
* Set a ticket category and customer tag to automatically categorize and tag customers who send the trigger message.
* Drag and drop an image into the media box.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d7269c590bec3297015_AD_4nXc_mZQGLrg9qsZQwER6znRElNs8mCKA0xNvEKl2laOLxZavuFZ8Uo2UFZ-nE13CDttr2lNrgh3wM2UE4HGAJPAHXsVlPckwawHp3GY60X3dXMjaff-wvQeCotiNAOzuJy0g0TAlB5EtDBeIZj9tomkhBVgK.png)

Set ticket category, customer tag, and add image‍

* **Message:** Fill in the field with the message.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a3aad4cd0a51300af20e0_AD_4nXclS8Mo4VPHXUjn6TKnSMv6FMkW2f0xNzPG6WfqZgOodkYCMcPb-DkWjMD3HCtdhBQ3OlnRrWmoOqjacvcGo3rmF0P2_pWZIujyEXj3E_XzztFlhDwJ8aOYufHnj8n7NQ9p3LANH1-QSaVDRXH9xdjgXqk.png)

Fill in message\\

* **Reply Options:** Choose between:
* **Buttons:** Add up to 3 buttons. Customers can select each button once.
* **Options List:** Add more than 3 reply options for greater flexibility.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a3ac89288d098f09fda21_AD_4nXfmNKjBMl5o4rYPisEEEN-AkrQeOHnWhhHibpI2FHEccYxQutctKLU-n68zYKobVRzGyOliRD3BPLPTtnmskQIGIFKWSK1UOWBp_oIZeHGqZ_gxhf0LxAKQi1gPw-NDOto7HKgbI0-lc2K-THcczFcZfm7v.png)

Input reply options\
‍

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a33fa5ed0c265c7df39cd_AD_4nXcBULWHifOQ5ItLdfUIeROSt87eu2uKaOWwaU1JFxZR4fn34Z9WxXehMZT8yiHfR-XvyEFqkM9ioDoWDrvQ-sQTsjq0EWjCQZvLeiy-iVMPaooFZ2osIzUn8FsYQlXRf15VQg2NhQYV0IDHcguTo33CEGuh.png)

Difference between Buttons and Options List\
‍\* Click “Save”.

**2. Edit and Navigate the Chatbot Flow:**

* The trigger card will appear on the Chatbot Flow board.
* Edit the flow name in the top right corner.
* Use the “+” and “-” icons on the top left corner to navigate, or use the drag gesture with your cursor.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d7274131814a39651b8_AD_4nXeAE_I0UkMi0HpbT7rssZhgI8ayAUyTfC8GR9b_18grj0Q_d0n0kAjja0AwMfcOAj1X-19jw7MRVUxCLdT03aj4Hms28Bru3me8_wWxf3G84j5kjrY3_-vUvBRmKV4T2Z76ynoF82F5hTJwHD-TOm5yyr8.png)

Edit and navigate the Chatbot flow\
‍**3. Create the Next Flow:**

* Click one of the reply options and choose:
  * **Action:** Triggers an action (e.g., adding a customer tag).
  * **Message:** Opens a new message window to add more reply options.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d725692dd965d9dd998_AD_4nXe6NX9iOFd--8tnrqyBXxbYF6auWxEQA_WleZaj-q9hyrZMB-Q3WpEDMzVgwzz4Oivj3QqpDI65tCJ25WjhOqT8MA0PlxbFGlrv4KmTHMpEAG8K8HC6o9ICVu5ojZI1ApaS8Ai18eB7ODlnKHUQDQQfiriy.png)

Click to create the next flow\
‍**4. Save the Chatbot Flow:**

* Click the “Save” button.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d72d3b939153604c507_AD_4nXf68Jlxl5q1xhuGJkaIuDfz09NZjECf7Zhm7Vg16LmjlaHLVKhRLEDPtgOoAj8JPiPwwJ6UuVd2qrz2gp4DDOI1zx3P-7QAcv-_eKnR57NJn1WDmr50e2EvM7uM9ZkCdtCzYFN5oDDa_Ep4BHcAtSxsgYv4.png)

Click "Save"\
‍**5. Activate the Chatbot Flow:**

* Once saved, a toggle will appear beside the title. Click this toggle to activate the chatbot flow.

![](https://cdn.prod.website-files.com/659655f5b20d395a5c69efcf/669a2d72d729b9b5739bcdeb_AD_4nXdTQiFoFBgdH0w6N0ocRzBnOyUfAku1ZapX0LHWaXeZJCl638J8pG2DXa0LkoiuV_u3l2PLGJwUg74slHLbiB_AMacaMd7LI5jADy00-8ZymlTRbKT8AqByClpuldAlQnozEP00K_Hmc0NrH94LOlGZuP4.png)

Click toggle to activate\
‍**6. Your chatbot flow is now active!**

By following these steps, you can efficiently create and manage chatbot flows in bitChat, enhancing customer interaction and providing seamless support across multiple channels.