Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.konnectbot.com/llms.txt

Use this file to discover all available pages before exploring further.

The KonnectBot flow builder lets you design chat automation workflows using a visual drag-and-drop interface — no engineering work required. Flows run automatically based on triggers you define, so your team delivers a consistent experience for every visitor without any manual effort.

​
What are automation flows?

An automation flow is a sequence of steps that runs when a trigger condition is met. Each flow can send messages, evaluate conditions, route conversations to departments or agents, collect visitor information, and chain multiple actions together. You build flows by connecting nodes on a visual canvas. There is no code to write: drag a node onto the canvas, configure its settings, connect it to the next step, and publish.

​
Common flow types

Welcome greeting

Greet visitors as soon as they open the chat widget. Introduce your team, set response expectations, or ask what brought them in.

Lead qualification

Ask a series of questions to identify high-intent visitors, collect contact details, and qualify leads before routing them to sales.

Department routing

Automatically route visitors to Sales, Support, Billing, or a custom department based on their answer to a qualifying question or their intent.

Follow-up messages

Send a message after a set delay — for example, check in if a visitor goes quiet or send a closing message when a conversation ends.

​
Triggers and conditions

Every flow starts with a trigger — the event that causes the flow to run. Common triggers include:
  • Visitor opens chat — runs as soon as the widget is opened
  • Visitor sends first message — runs when the visitor types for the first time
  • Keyword match — runs when the visitor’s message contains specific words or phrases
  • Page URL — runs when the visitor is on a specific page of your site
  • Inactivity timeout — runs if the visitor has not responded after a set amount of time
Within a flow, you can add condition nodes to branch the path based on visitor input, time of day, department availability, or any custom data your widget passes to KonnectBot.

​
Creating your first flow

1

Go to Flows in your dashboard

Log in to your KonnectBot workspace and click Flows in the left sidebar. This opens the flow library where all your saved and published flows are listed.
2

Click "New Flow"

Click the New Flow button in the top-right corner. Give your flow a descriptive name — for example, “Welcome greeting” or “Sales qualification” — and click Create.
3

Add a trigger

In the flow canvas, click the trigger node at the top of the diagram. Select the event that should start the flow — for example, Visitor opens chat. Configure any required options for that trigger (such as a URL pattern or keyword list) and save.
4

Add steps

Click the + button below the trigger node to add your first step. Choose from node types such as:
  • Message — send a text message to the visitor
  • Condition — branch the flow based on a visitor input or attribute
  • Collect input — ask the visitor a question and save their answer
  • Route to agent — assign the conversation to a department or specific agent
Connect nodes by dragging from the output handle of one node to the input handle of the next.
5

Publish the flow

When you are satisfied with the flow, click Publish in the top-right corner. The flow becomes active immediately and starts running for new visitors who meet the trigger conditions.
Flows run automatically without agent intervention. Agents are only brought into the conversation if the flow includes a Route to agent node, or if a visitor explicitly requests to speak with a person.
Start with a simple greeting flow before building complex qualification paths. A single welcome message that sets expectations — such as “Hi! We typically reply within a few minutes” — immediately improves the visitor experience and gives you a working flow to build on.