Build First Bot (UI Guide)

Before You Start

• Open Chatbot > Visual Bot Builder.
• Create a bot with a clear name like Lead Capture Demo.
• Keep node ids readable if prompted (for easier support/debug).

Step 1: Add Welcome Message

1. Click Add node.
2. Choose send_text.
3. In message field, enter a short welcome line.
4. Click save/apply in node panel.

Step 2: Ask Core Lead Inputs

Add these three ask nodes in order and connect each from previous node:

1. ask_text for name.
2. ask_phone for contact number.
3. ask_number for score (1 to 100).

Step 3: Add Qualification Logic

1. Add set_variable node after score node.
2. Set key: lead_grade.
3. Set expression using builder expression support:

if(gt({{score}}, 80), "hot", "warm")

Step 4: Close Flow

1. Add final end node.
2. Set closing message like: Thanks, our team will contact you.
3. Connect set_variable -> end.

Step 5: Validate Before Publish

• No disconnected nodes.
• Every ask/choice node has an outgoing path.
• No outgoing edge from end node.
• All required node fields are filled.

Step 6: Test in Simulator (UI)

1. Open simulator tab/panel.
2. Send sample answers in same sequence: name, phone, score.
3. Confirm flow reaches end node without errors.

Step 7: Publish

1. Click Publish.
2. Re-open bot and confirm latest version status is active/published.
3. Run one real internal test conversation.