Creating Your First Chatbot Flow

Summary

This article walks you through building your first chatbot flow step by step using triochat.io’s visual bot builder.

Before You Start

Decide:

• What problem bot should solve
• What information you want to collect
• When to hand off to agent

Simple flows work better than complex ones.

Steps to Create Chatbot Flow

• Go to Automation → Chatbots
• Click Create New Flow
• Give your flow a name
• Add first welcome message
• Add next actions (buttons, questions, messages)
• Connect flow to trigger

Connecting Flow to Triggers

Bots can start when:

• User sends first message
• User clicks campaign link
• Keyword is detected

Choose trigger carefully.

Testing Before Going Live

Always:

• Use preview mode
• Test from another phone
• Check if handoff works
• Fix issues before activating