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Bot Builder User Guide

A complete tour of the visual Bot Builder canvas, panels and tools.

7 min read

Overview

Bot Builder is the visual editor where you design bots as flows of connected nodes. Open it from Bots, then open a bot to build it. This tour covers the canvas, panels, training and everyday actions.

The canvas & palette

The canvas is where nodes are placed and connected with edges. The palette groups nodes by category (Core Conversation, Logic & Flow Control, AI & NLP, Integration, Utility, and the Start/End nodes).

  1. Drag a node from the palette onto the canvas.
  2. Draw an edge from one node to another to connect them.
  3. Pan and zoom to navigate larger flows.

Working with nodes

Each node is one step in the conversation. Select a node to edit it in the properties panel; use the node’s menu to duplicate or delete it. See Bot Node Configuration for a reference to every node type.

The properties panel

The properties panel configures the selected node: its text, conditions, integration bindings, or handoff settings. What you see depends on the node type.

Intents, utterances & slots

Train understanding by adding intents (what a customer wants) with example utterances (different ways they might say it). An intent can define slots to capture structured values, each with a type: text, number, email, phone, date, time, boolean, or custom.

Knowledge Base

Upload documents and content to the bot’s Knowledge Base so the Knowledge Base and AI Response nodes can answer questions directly from your own material.

Flows & default flow

A bot can have multiple flows, but exactly one is the default flow that conversations start in. Edges stay within their own flow; use the Subflow or Go To nodes to move between flows.

Validation
The builder validates structure before publish: one Start per flow, every branch terminating in an End node, and one default flow.

Channels & publishing

Use the Channels tab to configure and enable the messaging channels this bot serves (WhatsApp, Telegram, Web Widget, Facebook, Instagram). Each publish creates a version you can review and roll back to, so you can iterate without breaking the live bot.

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