This interactive tutorial will guide you through the process of building your first chatbot flow using our intuitive visual editor. No coding experience is required – just follow the steps below, and you'll have your chatbot first flow up and running in no time.
This is just a basic example to get you started. Hexabot offers a wide range of features and blocks to create more complex and engaging chatbot flows. Explore the different block types, experiment with NLU features, and integrate with your content sources to build a chatbot that truly meets your needs.
0. Enter your login credentials.
Default admin account credentials are
Login : admin@admin.admin
Password : adminadmin
1. Go to Hexabot visual editor page. This is your main workspace where you can build your chatbot conversation flow. In this tutorial, we will design a chatbot that can answer question about a company return policy.
2. Click 'Simple Text' to insert a new block in your workspace.
3. Double-click on a block to begin making changes
4. Add a descriptive block title relevant to this step in the flow.
5. Toggle the switch to set this block as a starting step in the conversation.
6. You can trigger blocks based on custom conditions. Click 'Add Pattern' to create a new trigger.
7. Select 'NLU' from the dropdown to create a condition based on natural language understanding.
8. NLU triggers can detect the user's intent, even if the message is in different words or forms.
9. Let's start by adding a greeting intent as a trigger, since this is the beginning of our conversation. You can also combine multiple triggers for more complex scenarios.
10. Click to select the intent 'greetings_hello' from the list.
11. Go to the 'Message' tab to configure responses.
12. Expand this section to view the replacement tokens.
13. Select the first name replacement token
14. Copy the token
15. To customize the reply message, edit the response to 'Hi {context.user.first_name} !'
16. Hit the submit button to save the block setup
17. To test your conversation flow, open the chat widget launcher.
18. Type any form of greeting to trigger a reply from the chatbot.
19. Return to the blocks library and add a Quick Reply block to your flow.
20. Double-click on the block to customize it.
21. Let's modify the trigger to use natural language understanding (NLU) instead of basic keyword matching.
23. We've previously created a new intent in our NLU provider, specifically designed to identify when a user inquires about our return policy. If you want to use this intent or define a new one in your own chatbot, you'll need to train Hexabot's NLU engine. Learn more about this feature in the NLU Training guide:
24. Set this block as the starting point. Multiple blocks can serve as entry points in your flow.
25. Go to the 'Message' tab to configure responses for this block.
26. Customize the response message by replacing the default content.
27. Add quick replies. Each reply will be an option the user can click instead of typing.
30. Save your changes, then link the blocks together
31. Try out the new block by asking a question about the return policy in the chat widget.
33. Depending on the user's response, we'll provide different answers. Let's add a new block to continue building our flow
35. Let's name this block Return Eligibility
36. Go to triggers tab
37. Our keyword trigger should match the option we added in the quick replies block
38. Click on "Message".
39. And provide the appropriate message or messages
40. Save and connect the block to the Quick Replies block to continue the conversation flow.
41. Go back to the chat widget
42. Click on "Return Eligibility".
43. 🎉 By following this flow, the user was able to receive accurate information about return eligibility from the chatbot.
44. You can add more blocks to cover the other options like "Refund Timeframe" and "Other" by creating connecting a new block and repeating the same steps
