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Create an FAQ Automation Flow

This example sends a list of common questions when a visitor enters the chat. Selecting a button sends the corresponding answer.

1. Create a blank flow

Open Automation, click “Create Flow”, and select “No, create directly”.

Create a blank automation flow

2. Add visitor triggers

Click “Add Trigger” and select New Visitor and Returning Visitor so both visitor types receive the options.

Add a visitor trigger

Select new and returning visitors

3. Create question buttons

  1. Select the Send Message card and edit the prompt.
  2. Click “Add Button”.
  3. Select “Flow Button”.
  4. Enter the button label and confirm. A message can contain multiple question buttons.

Add a flow button

Set the button label

4. Add and connect answer nodes

Click Next or the “+” beside the node, add another Send Message node, connect each question button to its answer, and edit the answer text.

Add the next message node

Connect the question and answer nodes

5. Save, bind, and test

Save the flow, bind it to the target chat plugin, and use the plugin preview to test every button.

Save the FAQ automation

FAQ automation in the visitor view

TIP

Keep each button focused on one short question. Split long answers into multiple messages for easier reading.

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