Build WhatsApp chatbot flows on a visual canvas

Flows are built by dragging steps onto a visual canvas. A code view shows the same flow as editable text, in RelayPlus's own notation, and changes made there carry back to the canvas.

Buttons and list steps wait for the customer's choice and send them down the path for that answer. A switch step picks a path for each value you list, with a default path for anything else.

An HTTP request step can call your own systems during a conversation and use the response in later messages, and messages in a flow can include the contact's details and details of the conversation as variables. The steps a flow runs are:

• Send a message
• Ask a question
• Buttons
• List
• Wait for a reply
• Condition
• Switch
• Loop
• Set variable
• HTTP request
• Webhook

Keyword replies answer a message that matches a word exactly or contains it, with a text, a template, a saved reply or a flow. A template reply is sent on WhatsApp only.

Default replies can welcome a first-time customer, answer outside business hours, answer when nobody is online, and catch messages no keyword matched.

Rules start on a new message, a keyword, a first message, a reopened conversation, a customer who has not replied for a set number of hours, an assignment, a status change, a tag or an inbound webhook.

A rule can send a message or a template, assign the conversation to a person or a team, add tags, change the status, call a webhook or start a flow. Each flow and rule can have its own inbound webhook URL, so your other systems can start it.

With drop-off shown, a step where contacts stopped displays how many reached it and how many stopped there.

Each conversation has an automation history showing which rules and flows acted on it, and marking a conversation solved stops any flow that was waiting for that customer's reply.