Flow Design
It is very easy to design a flow with MessageGate, which is always evolving to keep the user experience at the highest level, drag-drop-merge!
Flows are root-like and rule-based. When customers send a message, they log in from the node at the top of the flow and proceed in line with the choices they make with the interconnected nodes.
Nodes; They are ready-made semi-ready tools with certain functions located on the right side of the flow design screen. Node tools, which are similar to puzzle pieces, are used when building the chatbot you plan.
It is the node where you can create the message content sent to your customers who contact the channel you have added. message node; can be created to include text, images, videos, audio and documents.
You can follow the steps below to create a message node:
Drag and drop the message option from the node options on the right of the flow design panel to the flow screen, if any, connect with the previous node.
Add your message by clicking on the node. After adding your message, you can complete your transaction by clicking the close button.
Message node comes with font by default. You can choose the type of message you want from the option section in the message node. If you select a video, image, audio or document, you can add a message to the text section under these files. If you don't want your message to contain text, add ' - ' to text.
If you want to send media and text messages together with the message node, click the button for 2 - 3 seconds sleep (delay time) add. This way you can avoid sending text before the media in case your customers have poor connection quality.
With the optional question node, you can make your customers choose and direct your flow in line with the selection made. Optional question node can be used as button and selection.
You can offer buttons to provide sales and after-sales service to your customers over a single number or to ask questions with short answers. You must select a maximum of 3 options for the optional question node to be transmitted as a button. Each of your options must be a maximum of 20 characters (including spaces).
You can offer more and longer options if you want your customers to move forward with their choice. In this case, your customers can continue to progress on the flow by dialing the appropriate number among the options.
You can follow the steps below to create an optional question node:
Drag and drop the optional question node from the panel on the right to the flow screen and connect it with the previous node, if any.
Click on the node and write your question in the text section.
Create options by pulling and dropping the dot under the Node.
When your editing process is finished, you can save your actions by clicking the save button.
With the skip node, you can direct your client to any part of the flow or to a different flow and easily switch between flows. By using skip nodes you can avoid node duplication and mixed flows.
You can follow the steps below to use the Skip node:
Drag and drop the node onto the flow screen, connect it with the previous node, if any, and click on the node.
Select the flow and node you want to skip. Each node in the flow has a node number on it. In this way, you can choose the node to jump to.
When your editing process is finished, you can save your actions by clicking the save button.
Warning: If you skip to the option nodes under the optional question node with skip node, the flow will fail.
With the input node, you can enable customers to enter information. The entered information is included in the variable you assigned. To save the information, you need to use save request node under the input node. You can find this information on the collected data tab. For more information about the collected data feature, go to Collected Data
You can follow the steps below to create an input node:
Drag and drop the input node from the panel on the right to the flow screen and connect it with the previous node, if any.
Fill in the text and variable sections on the screen that opens by clicking on the node.
The variable can be a previously used or a new variable. After entering the variable name, click the save icon to save it.
When you're done editing, click the save button to complete the process.
With the save request node, you can save the information you receive from the customers in the input node or the variable node according to the choices they make in the flow, and the information you save with the variables into a specific collection. You can access the recorded information from the collected data tab.
You can follow the steps below to use the save request node:
Drag and drop the node onto the flow screen, connect it with the previous node and click on the node.
Enter a collection name in the Collection section. The collection name must not contain Turkish characters.
Example: Order, Customer Complaints, campaign customers etc.
Enter the variable name / names that you want to save in the Field to save section. Variable names must not contain Turkish characters. If the variable name consists of more than one word, you can separate the words with "-" or "_". Example: E_Mail, Company_Name, phone_number etc.
You can complete the process by clicking the Save button.
It allows you to collect data and transfer data to the service according to where it is used in variable node flow.
For example; Let's take a situation where you want to save the customer information in a single collection after each selection, in a situation where you offer 3 options in the flow: sales, support and shipping. You can add this data to the collection by adding variable nodes in the form of "selection" under each option to find out which option the customer you registered here came from.
You can follow the steps below for variable node usage:
Drag and drop the node onto the flow screen, connect it with the previous node and click on the node.
You can write a description about the variable in the text section. The text contained here is not sent to the customer.
Enter a variable name in the Variable section, then click the save button. Variable names must not contain Turkish characters. If the variable name consists of more than one word, you can separate the words with "-" or "_".
Example: E_Mail, Company_Name, phone_number etc.
In the Value section, enter the value that will be opposite the variable you created above.
Example: “variable_name : Selection Value ”
Click the close button to close the editing screen.
Click the save button to save your changes.
By adding a tag node to your flows, you can classify the visitors talking to the chatbot or customer representative by using the predetermined tags on which topics they talk about or what actions they take. Thanks to this classification process; By analyzing the needs and requests of your customers in the most accurate way, you can respond to their demands.
Tags given to customers allow you to create highly accurate audiences. You can create segments from tags and send template messages to these segments via Whatsapp.
You can follow the steps below to use tag nodes:
Drag and drop the node onto the flow screen, connect it with the previous node, if any, and click on the node.
Choose from the conversation or profile tags you've already created. Click to learn how to create tags.
Complete your action by clicking the Save button.
You need to use a customer agent node to enable your customers to connect to the agent. When you use a customer agent node, your customer will be assigned to the available authority in the department you selected.
When you connect your channels from your MessageGate console screen, there is an agent node in the main flow of these channels by default. In this way, from the moment you connect your channels, you can communicate with your customers without interruption.
You can follow the steps below for customer representative node usage:
Drag and drop the node onto the flow screen, connect it with the previous node, if any, and click on the node.
In the Text section, enter the message you want to convey to the customer. If you want to transfer it directly to the customer agent without sending any message to the customer, you can only enter “ - “ (dash) in the text section.
Select the department to which you want to transfer the customer from the Department number section. Click to learn more about departments.
If the customer is not answered within a certain period of time, if you want to automatically transfer the customer to the chatbot, transfer to a specific node or forward a message to the customer, tick the auto-transfer box.
Enter the time you want this feature to activate in seconds in the wait time section.
In the flow number section, select the flow you want to transfer the customer to. You can see the flow numbers in the first column in the flow list by opening the flow tab in the left panel in a new window.
In the Node number section, select the node where you want the flow to start. Node previews are in the list. You can go to the relevant flow to view the node contents in more detail. The node number is located at the top right of each node.
Warning: If option nodes under the optional question node are selected, the flow will fail.
Complete the process by clicking the Save button.
Lists and buttons allow customers to navigate the flow more easily and quickly. This way, you can keep your customers more engaged and provide your customers with a high-quality customer service experience.
By adding interactive nodes to your flows, you can make your customers choose from the list. Unlike the optional question node, it is possible to create 10 options with the list feature.
You can follow the steps below to use interactive nodes.
Drag and drop the node onto the flow screen, connect it with the previous node, if any, and click on the node.
Enter the node description in the Text section. The text contained here will not be seen by customers.
To run the Node, first select one of the list (10 options) or button (3 options) options.
After making your selection, click the add button under variable, add a variable and select the variable type. Then click the button to save the variable.
In the Title section, select text.
In the Title text section, enter a title that will inform or direct the customer about the listing.
In the Context section, enter some prompting text for the customer to click on the list.
Click the add button under Menu to create a section where you can edit the options that will be in the list. Each time you click on the Add button, only 1 section will open for 1 option. You can open up to 10 partitions this way.
It is not mandatory to fill in the Optional title section. If you want to categorize your options, you can add an optional title to the option at the beginning of each category.
You can enter the option name in the Title section, and the description text that will be placed under the option in the description section.
Click the save button to complete the process.
Warning: You should use conditional node after the interactive node in order to direct your flow in line with the options in the interactive node. Under the condition node, you must add as many if conditions as the number of options you use in the interactive node. Click to learn more about the condition node./p>
With the condition node, you can control certain situations and direct the flow according to whether the result is if / else (if / else). If conditions will work if the conditions you specify are met, if none of the conditions you specify are met, the if not condition will work. In addition, you can make routing according to time control, carousel node or interactive node selections.
You can follow the steps below for conditional node usage in interactive node routing:
Drag and drop the node onto the flow screen, connect it with the previous node and click on the node.
Enter the node description in the Text section. The text contained here will not be seen by customers.
Add the if condition as many as the number of options you have added in the interactive node by holding and pulling the dot under the condition node. The otherwise condition will be added automatically.
Click on the if condition and enter the node description in the text section. The text contained here will not be seen by customers.
Set the condition set part to OR / AND.
Add the variable you use in the interactive node by clicking the add button in the Condition section. Select the appropriate value from the option opposite the variable.
In the input field in the Condition section, enter the value found in the title section of the option on the interactive node. This value must be exactly the same as the value in the header, otherwise the condition will not work.
Click on the if not condition and enter a description in the text section. The description you write here will not be seen by the customer.
Click the save button to complete the process.
After your customers choose from the list, they will be directed to the relevant section of the flow by being controlled with the condition node.
You can follow the steps below to use the condition node in Carousel node routing:
Add a variable node below the carousel node. In the Value field, enter the value @{message_text}.
Drag and drop the condition node onto the flow screen, connect it with the variable node and click on the condition node.
Enter the node description in the Text section. The text contained here will not be seen by customers.
Add the if condition as many as the number of options you have added in the carousel node by holding the dot under the condition node and pulling. The otherwise condition will be added automatically.
Click on the if condition and enter the node description in the text section. The text contained here will not be seen by customers.
Set the condition set part to OR / AND.
Add the variable you use in the variable node by clicking the add button in the Condition section. Select the appropriate value from the option opposite the variable.
In the input field in the Condition section, enter the value found in the title section of the option on the carousel node. This value must be exactly the same as the value in the header, otherwise the condition will not work.
Click on the if not condition and enter a description in the text section. The description you write here will not be seen by the customer.
Click the save button to complete the process.
After your customers choose from the list, they will be directed to the relevant section of the flow by being controlled with the condition node.
You can follow the steps below to use condition node in time control
Drag and drop the node onto the flow screen, connect it with the previous node and click on the node.
Enter the node description in the Text section. The text contained here will not be seen by customers.
Click the button in the working hours section.
Enter your working hours. Set the working hours for the days you are not working to a 1-minute period during which your business receives few or no messages. For example: Sunday 04:59 - 05:00
Add the if condition by dragging the dot below the condition node. The if not condition will be added automatically.
Set the condition set part to OR.
Select the work_in variable by clicking the add button in the Condition section. Select “ == “ from the option opposite the variable.
Click on the if not condition and enter a description in the text section. The description you write here will not be seen by the customer.
Click the save button to complete the process.
You can continue the operations you want to do under the if condition if you are in working hours, and the operation you want to do under the if not condition if you are out of working hours.
You can use stylish-looking carousel nodes in the sections you want your customers to choose from in the flows you create for your Instagram and Facebook channels, and you can offer them a more enjoyable user experience.
Warning: Carousel node is a feature available only on Messenger. If Whatsapp is selected during platform selection on the flow add screen, the carousel node will not appear on the flow design screen. You can change the platform settings of the flow by clicking the edit button from the flow list. In case you open a flow with a carousel node in it to the Whatsapp platform later, the flow will stop when customers writing from Whatsapp come to the section where the carousel node is located.
With the Carousel node, you can offer your customers 9 options that they can see by swiping, and 3 buttons under each option. It is also possible to give a separate image to each option.
You can follow the steps below to use the carousel node:
Drag and drop the node onto the flow screen, connect it with the previous node, if any, and click on the node.
In the Text section, write the message you want to convey to your customer.
Type the product title and subtitle in the Title and subtitle fields in the Carousel section.
In the Image URL section, type the URL of the image you want to share.
You can use 3 or less buttons in the Buttons section. Select the button value as payload. If you want to redirect customers who click on the buttons to a different web page, you can select the button value as URL.
In the Title section, enter the text you want to appear on the button. In the Value section, enter a variable to be entered later in the condition that will drive this selection. You must enter a separate variable for each button.
To add more options, click the add button and follow the steps above for each option.
Click the save button to complete the process.
Warning: You must use a conditional node in order to direct your flow in line with the options in the Carousel node. Under the condition node, you must add as many if conditions as the number of options you use in the carousel node.
With the pause node, you can pause your flow for up to 24 hours. In this way, you can present timed reminders to your customers and keep your communication alive.
To use the pause node, follow the steps below:
Drag and drop the node onto the flow screen, connect it with the previous node, if any, and click on the node.
In the Text section, write the message you want to convey to your customer.
Choose hours and minutes. With the pause node, you can pause your flow for a minimum of 1 minute.
The pause node cannot be used as the last node. So before you save your transaction, add the other node you have planned for your flow below it. If you need to use the pause node as the last node, add a message node below it and enter the value " - " in the text section.
Click the save button to complete the process.