Step 1 - Start a New Bot

• Go to Bot Builder → Create New Bot in the sidebar.
• Click ADD NEW CHATBOT in the top‑right corner of the Bots page.

Step 2 - Choose Your Foundation

• From Scratch: Build your flow node by node.
• Template: Select a pre‑built conversational flow you can customize to your use cases.

Step 3 - Select Channels

• Pick one or more deployment channels—Web, WhatsApp, Facebook, Telegram, Instagram, Twitter, or Google.
• Click CREATE to provision your bot with channel access credentials.

Step 4- Design Your Flow

• You’re now in the Chat Builder Canvas: the central workspace where your conversation lives.
• The Start node is already placed—you’ll link every other component back to it.

Step 5 - Assemble Components

• From the Component List on the left, drag elements (Message, Choice, Variable, API Call, etc.) onto the canvas.
• Connect each node by dragging from a component’s blue output dot to another’s green input dot, forming a cohesive dialogue path.
• Add lead‑qualification filters within question nodes to automatically tag high‑potential prospects based on their responses.

Step 6 - Enhance & Extend

• Use the Lead Filter to mark any user whose answers match your sales criteria, instantly elevating them into a follow‑up queue.
• Configure Email, Google Sheets, and Transcript components at any point to export chat records, send summaries, or archive conversations.

Step 7 - Save & Validate

• Click Save in the top‑right corner to persist your flow.
• Hit Preview beside it to simulate end‑to‑end interactions—confirm each branch behaves as intended.

Step 8 - Go Live

• Once validated, Publish your bot.
• Your new agent is immediately available on the channels you selected, ready to greet users, qualify leads, and log every conversation for downstream reporting.

• Functional Highlights

• Template‑Driven or Custom Build: Rapidly launch using industry‑tested templates or craft bespoke experiences.
• Lead Qualification Filters: Embed decision logic that tags and scores prospects automatically, streamlining your sales funnel.
• Data Export & Reporting: Instantly generate chat transcripts, email summaries to stakeholders, or push conversation logs to Google Sheets for analysis.
• Multi‑Channel Deployment: Deploy a single bot configuration across voice and messaging platforms, ensuring consistent user journeys.

• Real‑World Use Case

  A fintech startup needs to onboard new loan applicants:

• Template Selection:They begin with a “Loan Pre‑Qualification” template.
• Channel Setup: They enable WhatsApp and Web Chat.
• Filter Configuration: Questions about income, credit score, and loan amount automatically trigger lead qualification tags for high‑value prospects.
• Data Capture: Approved leads have their details emailed to the sales team and stored in a Google Sheet.
• Go Live & Monitor: Within minutes, the bot is active—capturing 30 qualified leads in its first hour, each with a complete transcript and score for quick follow‑up.