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Chat App Message Service:Work with Chat Flow

Last Updated:Sep 14, 2024

This topic describes how to use Chat Flow, including creating, orchestrating, and publishing a chat flow.

Overview

You can use Chat Flow in the following steps:

  1. Create a chat flow: Create a chat flow or upload a JSON file to import a chat flow.

  2. Orchestrate the chat flow: Drag and drop required nodes to the canvas and configure the nodes based on your business requirements.

  3. Publish the chat flow: Publish the chat flow that is orchestrated.

Prerequisites

The nodes provided by Chat Flow include nodes for sending WhatsApp messages and Viber messages. Make sure that the following operations are complete:

Create a chat flow

You can create a chat flow in different ways based on your business requirements. To create a chat flow, perform the following steps:

  1. Go to the Chat Flow page: Log on to the Chat App Message Service console. In the left-side navigation pane, click Chat Flow. On the page that appears, click the Flow Management tab. Then, click Create Flow.image

  2. Select a creation method: Select Build your own or Use a template based on your business requirements.image

    1. Build your own: creates a chat flow with a blank canvas.

      Basic Setting

      Description

      Create Flow - TriggeredManually

      If you select Create Flow and TriggeredManually, the chat flow is triggered by API operations or the associated marketing campaign.

      Create Flow - TriggeredByWhatsApp

      If you select Create Flow and TriggeredByWhatsApp, the chat flow is triggered by WhatsApp mobile originated (MO) messages.

      Import Flow

      If you select Import Flow, you can upload a JSON file to import a chat flow.

    2. Use a template: creates a chat flow by using a built-in chat flow template. Click the Template View tab and select a template to go to the chat flow orchestration page. You can modify the nodes in the template based on your business requirements. After modification, you can save and publish the modified template.

  3. Specify the information about the chat flow: Configure the Flow Name and Remark parameters and click OK.image

    Note

    You need to configure the Flow Name and Remark parameters only when you select Build your own.

Orchestrate the chat flow

The following section describes how to design and orchestrate a chat flow based on your business requirements.

  1. Go to the orchestration page: Log on to the Chat App Message Service console. In the left-side navigation pane, click Chat Flow. On the page that appears, click the Flow Management tab. Then, click the name of the chat flow that you want to manage.image

  2. Orchestrate the chat flow: Drag and drop required nodes to the canvas for orchestration based on your business requirements. The nodes must be placed between the start and end nodes.image

  3. Configure the nodes: Configure the nodes based on your business requirements. For more information, see Chat Flow nodes.image

  4. Save the chat flow: After the chat flow is orchestrated, click Save to save the chat flow.image

    Note

    To prevent accidental data loss, we recommend that you click the Save button to save data in a timely manner during chat flow orchestration.

Publish the chat flow

The following section describes how to publish a chat flow that is orchestrated. When you associate a chat flow with a marketing campaign, the chat flow can be triggered only if the chat flow is in the ONLINE state.

  1. Go to the orchestration page: Log on to the Chat App Message Service console. In the left-side navigation pane, click Chat Flow. On the page that appears, click the Flow Management tab. Then, click the name of the chat flow that you want to manage.image

  2. Publish the chat flow: Click Online to publish the chat flow. After the chat flow is published, a success message appears.image

  3. View the state of the chat flow: Log on to the Chat App Message Service console. In the left-side navigation pane, click Chat Flow. On the page that appears, click the Flow Management tab. Then, check whether the chat flow is in the ONLINE state.image

References

For more information about the canvas and node configurations of Chat Flow, see the following topics: