Combot

Combot · Help center

The bot editor: steps, menus and submenus

Build the conversation path: message, menu, capture data, catalog, order and more.

In the bot editor (Configure), the flow is a list of steps. View it in List or Visual (drag-and-drop).

The step types

  • Message: a text (with an image, if you want).
  • Options menu: the person chooses by number (1, 2, 3…). Each option leads to a step.
  • Capture data: asks a question and stores the answer in Name, Phone, Email, Interest, CPF/CNPJ or City.
  • Artificial Intelligence: the AI takes over the conversation from here (Bot with AI plan).
  • Catalog: shows the products registered in Products and Services.
  • Order / scheduling: builds an order (Products / order) or a scheduling (Services / scheduling).
  • System action (SGP): 2nd copy, trust release, connection status or lookup by CPF, for providers.
  • Transfer to agent: hands the conversation to a person on the team.

Create a submenu

  1. 1

    Add the option

    In the menu, click Add option and write the text (e.g., Drinks).

  2. 2

    Click Submenu

    With the option still without a destination, the Submenu button creates a new menu already linked to it, with the Back option.

  3. 3

    Fill in the submenu

    Write the submenu options and link each one to a step in — choose the action —.

Illustrations with fictional data. No real customer data is used.

The bot editor: steps, menus and submenus | Combot