💬 SalesByte

Create a Chatbot Flow

Build a chatbot flow that auto-replies to your customers.

Step 1 — Create a new flow

Go to Chatbot → click New Flow → give it a name (e.g. "Price Enquiry" or "Welcome Message").

Step 2 — Set the trigger

The trigger decides what customer message starts this flow.

Trigger typeWhen it fires
KeywordCustomer sends a message containing specific words
First messageThe very first message from a new contact
Button replyCustomer taps a button in a previous message

Keyword trigger example:

  • Keywords: price, cost, how much, rate
  • Match mode: Contains — fires if any of these words appear anywhere in the message

Match modes:

  • Contains — message includes the keyword anywhere
  • Exact — message is exactly the keyword
  • Starts with — message begins with the keyword
  • Ends with — message ends with the keyword
  • Regex — for advanced pattern matching

Exit keywords: Add words like stop or cancel — if a customer sends these, the flow ends immediately.

Step 3 — Add steps

Each step is a message the bot sends. Click Add Step → pick a template → set a delay (0 seconds for instant reply).

Add as many steps as you need. A simple FAQ flow might have just one step. A lead qualification flow might have 4–5 steps with buttons.

Step 4 — Activate

Toggle the flow to Active when you're ready. You can pause it any time.


Example: Simple FAQ flow

Trigger: Keywords — price, cost, how much

Step 1 (instant):

"Hi! Our pricing starts at ₹999/month. For a full quote based on your requirements, reply with your name and what you're looking for. 😊"

That's it. Every time someone asks about price, they get an instant reply — even at 2 AM.


Tips

  • Keep bot messages short and conversational — the same tone you'd use yourself
  • Always tell the customer a human will follow up if they need more help
  • Test your flow by messaging your own WhatsApp number before going live
  • Use the Exit keywords field so customers can always escape the bot

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