How to Use the Guided Flow Chatbot (Step-by-Step) in detail

Introduction to Guided Flow

Guided Flow is one of the most important features of AI chatbot and it's heavily used on Shopify and e-commerce websites. Guided Flow is used to collect important information from the visitor that's help out the owner to understand what the customer actually needs. It is also used to give quick, frequently needed answers to the user without making them wait.

Today's user is fast, and they want things to move fast too. If a website does not have a chatbot, the user has to search for the product themselves and spend extra time doing it. That is exactly why AI chatbots with Guided Flow exist to meet the customer's expectations.

How to Use It Try ( Fetchply ) Now

To get started, add the Fetchply AI chatbot to your website. Once it is connected, go to your dashboard and open the Guided Flows section.

When you click Create, you will see four options to choose from:

1. Blank Flow

With a blank flow, you build the conversation from scratch. You write the starting question, and the user picks from the options you have given them. You can also restrict the visitor to only select from your given options, instead of typing freely. This is useful for collecting any kind of information from the user.For example, asking where the visitor is from, or any other custom detail you want to capture.

2. FAQ Guide

With the FAQ template, you ask the user what problem they are facing and resolve it with frequently asked answers. On e-commerce website there is many moment where the customer wants to talk to a support team and if that doesn't happen quickly, they simply leave. The FAQ guide handle it.

3. Troubleshooting

If a user gets confused at any point while using the website, the Troubleshooting flow is what you use to genuinely walk them through the issue and help them out, step by step.

4. Lead Qualification

If a customer wants to speak directly with the website owner, the Lead Qualification flow is used to ask a few key questions first. This makes sure that when the conversation is handed off, it is useful to saving time for both the visitor and the owner.

Building Your Flow: The Basic Steps

Picked a template than working flow:
Create the flow: Choose your template than start blank and give the name of the flow that you will recognize easyliy.
Write the starting question: Set the prompt the visitor sees first and add at least one option for them to choose from. Keep it simple.
Connect every option: Every option has to go somewhere another question or result like Complete Flow, Return to Menu, or Talk to a Person. Leave one unconnected, and the flow breaks right there.
Configure your settings: Pick which channels the flow runs on (website widget, WhatsApp, Instagram) and decide where visitors can only tap your options or can also type freely.
Preview:Is help out you to see your flow is correct or not.
Publish: Once everything checks out, publish the flow so it goes live for new visitors.