Chatlayer Documentation
Get in touchAbout Chatlayer
  • Welcome
  • What's new
  • Send feedback
  • start quickly
    • Leadzy tutorial
      • 0. Introduction
      • 1. New bot, new block
      • 2. Understand your users
      • 3. Collect and display user input
      • 4. Steer the conversation with Conditions
      • 5. Empower your bot with Actions
      • 6. Set up a channel and publish your bot
    • Templates
      • Banking
      • E-Commerce Returns
      • E-Bike Shop
      • E-Scooter Support
      • Feedback
      • Find Nearest Location
      • GPT
      • 🆕Gym
      • Job applications
      • Knowledge base AI template
      • Lead generation
      • 🆕NPS
      • Restaurant
      • Retail
  • navigation
    • Analytics
      • Dashboard
      • Customers
      • Conversations
      • User flow
      • Intents
      • 🆕Funnels [Beta]
    • Bot builder
      • Flows
        • Canvas functionalities
        • Collaborate with team members
        • Manage your flows
        • 🆕[Beta] Export and import flows
      • Bot dialogs view
      • Translations
      • Events
    • NLP
      • Dashboard
      • Intents
      • Expressions
      • Entities
      • Train
      • NLP settings
      • Improve
    • Knowledge base AI
      • Add content to your KBAI
      • Build your KBAI flow
      • Use your KBAI source URL in a button
      • Use tags to limit your KBAI content
      • 🆕Use Tables to store your KBAI questions
      • 🆕Manage handover where KBAI is unsatisfactory
    • History
      • Conversations
      • Execution logs
      • Versions
    • Channels
    • Tables
      • Create a table with records
      • Column types
      • Operate on your records
        • Insert record
        • Update record
        • Retrieve record
        • Delete record
      • API
    • Settings
      • Bot settings
      • Offloading
      • Variables
      • Voice
      • Import/Export
  • build your bot
    • Conversation design
      • Plan your bot
      • Conversation design workflow
    • Flow logic
      • Blocks
        • Message
        • Condition
        • Collect input
        • Action
      • Go-to connections
    • 🆕Emulator
    • Tips & best practices
      • Route your flow depending on the time
      • Improve the Not understood block
        • How to create better not understood messages
        • Not understood counter
        • Not understood Google search
      • Go to previous block
      • Recognizing a returning user
      • Skip introduction message
      • Route your flow depending on the channel
      • Reuse flows
      • Connect two bots to each other
  • understand users
    • Natural language processing (NLP)
      • Basic NLP concepts
      • Detect information with entities
        • Match entities
        • Contextual entities
        • System entities
        • Composite entities
      • NLP best practices
        • Word order and diversity of expressions
      • AI intent booster
      • Train your NLP
      • Context
      • NLP import & export
      • Sentiment analysis
    • Languages
      • Supported languages
      • Make your bot multilingual
      • Change language within the conversation
  • set up channels
    • Add a channel to your bot
    • All channels
      • 🚨Facebook Messenger [Deprecated soon]
        • Facebook Admin Removal
        • Facebook Webview Whitelisting
        • Facebook Messenger API updates for Europe
      • 🚨Google Assistant [Deprecated soon]
      • Webhook
      • Web
        • 🚨Web V1 [Deprecated]
          • Customize web widget
          • Live example web widget
        • 🆕Web V2
          • 🆕From Web V1 to V2
          • 🆕Web V2 methods and options
    • Sinch Conversation API
      • Configure your Sinch Conversation API
      • 🆕 Make the most of RCS with Carousels
      • WhatsApp Business API
  • integrate & code
    • API calls
      • Configure your API integration
      • Advanced API features
      • V1 API Reference
      • Custom integrations 101
    • Code editor
      • [Example] Sending data to Airtable (POST)
      • [Example] Retrieving data from Airtable (GET)
      • [Example] Making SOAP requests
    • App integrations
      • Airtable
      • Freshdesk
      • Freshdesk Messaging
      • 🆕Gmail
      • Intercom
      • Mailgun
      • OpenAI: GPT-3, ChatGPT and GPT-4
      • Salesforce
      • 🆕Slack
      • Topdesk
      • Zendesk Support
      • Zendesk Sunshine (beta)
    • 🆕Expression syntax
    • Human handover & live chat
      • Sinch Contact Pro
      • #Interact
      • Genesys Cloud
      • Offloading Webhook
      • Salesforce Service Cloud
      • Sparkcentral by Hootsuite
      • Zendesk Chat
    • Chatlayer messages specifications
  • Publish
    • Publish your bot
      • Publish a flow
  • Analyze & maintain
    • Analytics definitions
    • Data retention
    • Maintenance
    • Session
    • Track events for analytics
  • VOICE
    • 🆕Send bot response as audio
    • Voicebots
      • Create a voicebot
      • Voicebot-specific actions
      • Test your voicebot
      • From chat to voice
  • access & support
    • Identity & Access
      • Single Sign-On (SAML SSO)
    • Billing & subscription
    • Get in touch
    • Chatlayer glossary
    • SaaS Regions & IP Ranges
    • Status
    • Debug your bot
      • No correct response
      • Collect input not working
      • Video isn't working
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On this page
  • 1. Plan
  • 2. Build
  • 3. Test and improve
  • 4. Publish
  • 5. Iterate

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  1. build your bot
  2. Conversation design

Conversation design workflow

Go over the bot design process step by step, from planning to publishing.

PreviousPlan your botNextFlow logic

Last updated 11 months ago

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Conversation design is about building and maintaining chatbots. Learn more here:

1. Plan

Planning your bot right is crucial to be efficient. This step encompasses:

  • Defining your goals

  • Exploring your tech

  • Designing your flowchart

2. Build

Now it's time to actually build your bot in Chatlayer. This means:

  • translating all of the steps you outlined in your design to the right blocks in Chatlayer

  • writing the full text for all of the bot messages

At the end of this stage you should have a first version of your bot ready for testing.

3. Test and improve

Test the first version of your bot thoroughly. Do not rely only on the bot builders themselves but also include people who were not involved. Advise testers to:

  • Go through each of the flows multiple times

  • Try all possible combinations of choices within the conversation

  • Try to trigger all bot messages to detect any bugs, spelling mistakes, or points where users might get stuck.

Make sure any issues testers find are resolved before publishing the bot.

4. Publish

Once issues have been resolved, you are ready to put your bot live. In the first few weeks after going live, closely monitor the traffic on your bot. This will not only give you insight into how many people are using the bot and how often but also allow you to identify key areas for improvement. By monitoring and analyzing user conversations it is possible to:

  • Identify if the bot is performing as intended: is it able to successfully help customers with the intended use cases, without any errors?

  • Reveal if users have any requests the bot is not yet set up to handle. If many users have such requests, it might be a good idea to expand your bot's scope and add extra use cases in the future.

Remember that conversation design is an iterative processes and a chatbot always remains a work in progress to meet new customer demands. Therefore, it is important to continually monitor your customer conversations and periodically revisit these steps to improve the experience.

5. Iterate

You would like to add a new use case to your chatbot? Go through the same steps and iterate to make your bot even better!

Conversation design
The chatbot design workflow.