Flow Builder Overview (Blocks)
Introduction:
The flow builder is an exciting tool that allows you to design lead generation for yourself as well as enhanced end user experiences. The emphasis here is this is a tool. If you do not have a plan or know what you want to do this tool will be of little use to you till you get this sorted first.
The blocks:
Art of what’s possible:
To begin let’s explore together the art of what’s possible. Messages Blocks are what you want the bot to say to your visitor. Think of this as speaking… The Question block is what you want to ask the user, or the act of listening. It’s important to name your question blocks as these names will be helpful later because this is how you will access the answer the user response with.
The AI Mode Block is special and is only used when you want to combine flow control situations with Generative AI.
All other blocks either control the flow of your bot or intentionally save data. Click on each block to learn more.
For example here is a simple flow:
We open the flow with a multiple choice questions using the MULTI CHOICE block. We ask the user “Hello, and welcome again! I am going to collect 3 quick pieces of information from you before we proceed if that’s ok?” We enable the “Use Options” setting in the block so we can add two custom options using two “NEW OPTION” blocks. In doing so we create our first pathway. One path collects lead information, the other goes straight to using Generative AI. If the user is agreeable and takes the LEFT pathway we will collect the lead information and save the data in the responses area for this bot outside the flow builder. At the end of this pathway we use the “LOOP” block to send the user to jump over the RIGHT pathway and on a specific block named “THANKS”. Then the user can talk with AI about the brief data we provided in the block… more about that here.