Chatlayer Documentation
Get in touchAbout Chatlayer
  • Welcome
  • What's new
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  • 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
  • Step 1: Create a new bot
  • Step 2: Edit a Message block
  • Edit the Introduction block
  • Add alternative messages
  • Step 3: Test your bot
  • Run tests in the Emulator
  • Run tests in the WhatsApp sandbox
  • Lesson 1 recap
  • Coming next
  • 💬 Feedback

Was this helpful?

  1. start quickly
  2. Leadzy tutorial

1. New bot, new block

Now that we have planned the Leadzy bot, we know what we want to build. It’s time to open Chatlayer and get our hands dirty!

Previous0. IntroductionNext2. Understand your users

Last updated 1 year ago

Was this helpful?

To get started, you need a Chatlayer account. Don't have an account yet? . You're having a problem with your account? Contact our support team at support@chatlayer.ai.

In this chapter we will build the very start of the conversation.

Step 1: Create a new bot

To create a new bot:

  1. On the upper right corner of the screen, click on the New bot button.

  2. Enter Leadzy as a name, so that you can easily find it again.

  3. Select English as your primary language.

  1. Click on Create.

Your bot opens up, showing:

  • The general menu of your chatbot on the very left.

To navigate the screen, you can zoom in or out by using the scrolling wheel, or with your trackpad. You can also click and drag to move through the blocks tree.

Your chatbot has been successfully created!

Step 2: Edit a Message block

Now, it’s time to make your chatbot say something.

Edit the Introduction block

To begin, let’s modify your introduction block.

The Introduction block is a default block that serves as the first message that your users will see. It is where your bot introduces itself and explains its functionalities. Introductions are crucial for setting appropriate expectations for the bot.

To edit the Introduction block:

  1. From your canvas, click on the Introduction block.

  1. The block opens up on the right-hand side of the screen. Under Text message, delete the default message and replace it with:

Hi there! Lucky you, today we have 15% off the whole selection! Are you interested to receive a discount code by email?

  1. Click Save.

Your Introduction block is now modified and you can see it from your canvas.

Add alternative messages

To make the conversation natural, we would like to have different ways of conveying the same introduction message.

An alternative message is a text message that will be randomly alternated with another one so that the conversation feels more human-like.

To add alternative messages to a bot message:

  1. Open your Introduction block by clicking on it.

  2. Under Text message, click on + Add alternative message, and paste the following message:

    Hey there! Good news! We're currently offering a 15% discount on our entire selection! Would you like to receive a code via email?

  3. Do the same for another alternative message:

    Exciting news! We currently have a special offer of 15% off on our entire selection! Would you be interested in receiving a discount code via email?

  1. Click Save.

Let’s now see how we can test that the bot behaves as expected.

Step 3: Test your bot

Chatlayer offers a simple way to test your bot every time you make a modification.

Run tests in the Emulator

To test your bot:

  1. Click on the play button at the top right corner of your bot canvas.

  1. A Test your bot window pops up on the right-hand side. It automatically starts the conversation, which means that the bot will prompt its Introduction block. From there, type something as a response, for instance ‘Yes I’d love to have a discount code’.

  2. Press Enter on your keyboard to send your message.

  1. The bot didn’t understand you — and that’s absolutely normal! For now, all we taught our bot is to say a greeting.

  2. Click on the Restart conversation button at the top-right corner of the test window.

  1. Notice that the Introduction message displayed is now different. This is because added alternative messages to it, and those are displayed in a random way.

You just ran a successful test: your bot has the expected behavior!

Run tests in the WhatsApp sandbox

Given the high demand for WhatsApp among our customers, Chatlayer provides an easy method to test your conversations directly on the platform.

To run tests within the WhatsApp sandbox:

  1. Open your Test your bot window.

  2. At the top-left corner of the Test window, select WhatsApp sandbox.

  1. A QR code is displayed on the screen, with a link underneath. Either:

    • Scan the QR code with your phone, so that your WhatsApp phone app opens.

    • Click on the link below the QR code, so that you can open the WhatsApp web app.

  2. Whatever you choose, click on Continue to chat.

  3. Send the message starting with ‘join’ that is pre-filled in the text field.

  4. You’ll get a confirmation that you’re all set in the sandbox. Say something to the bot to start the conversation as you designed it.

Our bot is also working on WhatsApp, hurray!

Lesson 1 recap

Congratulations, you just made your first steps! In this lesson, you’ve learned how to:

Coming next

Next, we will teach your bot how to understand user responses.

💬 Feedback

Go to and log in using your credentials.

The is the language that your bot will use. If you’d like your bot to be multilingual, you’ll be able to change that later.

Your bot in the middle of the screen, which is a visual representation of your chatbot architecture. A bunch of appear on this canvas, but let’s not worry about that now.

The of conversation on the left.

Flows are a way to group blocks that are about the same topic or use case. Learn more about them .

A Message block is a type of message where your bot will prompt something to the user. Learn more about blocks .

Why running tests in a WhatsApp sandbox? Each channel has its , therefore you want to make sure that your tests run smoothly in the channels that you’re choosing.

Your feedback on the tutorial means the world to us! Please, let us know what you think through

app.chatlayer.ai
primary language
canvas
default blocks of conversation
Flows
here
here
limitations
2. Understand your users
this short form.
Create a trial account here
What we will build in Leadzy Lesson 1.
Create a new bot and call it Leadzy.
The canvas view when you open your chatbot.
Your Introduction block is where the conversation starts. It's filled with a default message.
Edit the message inside your Introduction block.
Your Introduction block after modification.
Add alternative messages.
Test your bot.
Test your bot with this sentence. This is the expected result.
Restart the conversation to run a new test.
By running several tests, you'll notice that messages alternate because you added alternative messages.
Test your bot in WhatsApp using the WhatsApp sandbox.
Follow these steps to start a conversation in the WhatsApp sandbox.