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Vtiger Chatflows
Table of Contents
Feature Availability
Vtiger Editions: One Professional | One Enterprise | One AI
Limits:
- Question variants - 5
- Quick Replies - 10
- Blocks - 100
- Number of flows - 3
Introduction
Want to design custom conversation (chat) flows for your Livechat feature but not skilled at writing code?
Vtiger’s Chatflows feature enables you to easily design and visualize customer conversation flows for the Livechat feature. With an easy-to-use canvas and a comprehensive library of shapes, symbols, and templates, you can create custom flows to plan and structure interactions—no coding required. You can add chat flows for multiple AI Chatbots for your website but only one can be active for a specific channel.
You can add chatflows for multiple AI Chatbots for different channels like your website, Facebook, and WhatsApp but only one can be active for a specific channel.
Features of Chatflows
Design Components
Chatflows provides the following tools to build conversation flows:- A user-friendly canvas for designing interactions.
- Graphical elements to add inputs, outputs, conditions, and actions.
- Drag-and-drop functionality to easily place components on the canvas.
- A right-side menu panel for adding sub-flows.
Types of Flows
Chatflows enables you to configure different types of flows to enhance customer interactions, including:- Greeting customers upon initiating a chat.
- Introducing the chatbot.
- Retrieving information from the Knowledge Base.
- Resolving customer cases or issues efficiently.
Questions and Responses
You can define:- Questions with predefined quick replies or answer boxes for visitors to enter details (e.g., Name, Email address).
- Responses that can be mapped and stored in CRM records, such as Contact records, for future reference.
Use Case
Mary C, a cosmetic company with an e-commerce website, uses the Livechat feature to assist customers in learning about products. With Chatflows, they can create structured conversation flows that guide customers to the right products or services without requiring a bot or agent’s intervention. This reduces reliance on bots and minimizes the time and effort spent by support agents responding to customer inquiries.
Benefits of Chatflows
Chatflows improve customer experience by providing seamless and efficient interactions. For example, businesses can enable customers to:- Create a case for support issues.
- Schedule a demo for a product or service.
- Chat with sales to get information on offerings.
- Access the Knowledge Base for self-service assistance.
- Qualifying and routing leads automatically.
- Capturing required information in a case efficiently.
- Directing chat inquiries to the right department seamlessly.
- Providing instant answers from the Knowledge Base to reduce repetitive queries.