Skip to main content

Create Flows

A flow is a structure that defines the sequence of a chatbot conversation with users, based on their questions and responses. It consists of different types of nodes that can display, request, or process information. To build a chatbot, the scope must be divided into multiple flows, each tailored to respond to a specific use case.

The following is an example of a food order flow:

  • User: Show me the menu
  • Bot: Please select your Cuisine: South Indian, North Indian
  • User: South Indian
  • Bot: Please select the Item: Dosa, Pongal . . .

Through flows bot can also converse with users and fetch a piece of information via nodes, for example, the bot can be used as an official portal to apply for leaves or check salary.

Key UI components to build a flow

The icons located on the tile provide quick access to the following

(The sequence follows the order of the UI layout)

IconFunctionality
ChannelCustomize bot functionality for each channel.
PromptsDrag and drop prompt nodes.
MessageDrag and drop message nodes.
ActionDrag and drop action nodes.
LogicDrag and drop logic nodes.
VariablesVariables are used to store and retrieve specific data in a flow.
LanguageChoose the language(s) in which your bot can be accessed.
ToolsOpen the global tools tab.

Create a flow

To create a flow, follow the below steps:

  1. Login to yellow.ai, select your bot.

  2. Go to Overview > Studio.

  3. Click Create flow.

tip

You can also use the keyboard shortcuts + f.

  1. Select the option that suits your preference for creating the flow.

Create a flow using a template

  1. Go to Studio > Create flow.

  2. Click + Use template.

  3. Click on a suitable template in the Flow Template dialog box. For more information about templates, click here.

  4. In the following screen, you can preview the template by clicking the Preview button. This will show you that flow's sequence in the bot. If you think it suits your use case, click + Use template.

note

You can also click Create from scratch to create a flow from scratch.

  1. The template will get imported to the flows section. You can spot the template with the label Imported right next to it.

Create a flow from scratch

  1. Go to Studio > Create flow.

  2. Click + Use template.

  3. Enter the following details:

    drawing
  • Flow name: Enter the name of your flow and make sure the name is according to the task of the flow. For example, flight booking, customer service, and products on discount.

  • Flow Description: Describe your flow. You can also tranlslate this description to any language other than English by clicking the Translator button. For example, these flows lead customers to flight booking workflow. Click here to know more about Translation.

  • Category: You can assign a flow to multiple categories by selecting an existing category from the drop-down or adding a new one. If no category is specified, a created flow will automatically be assigned to default categories.

    • Click +Create category.
    • Enter the Name of the category.
    • Click Create Category to save it.
  1. Click Create.
  2. Add nodes and build a flow as per your use-case.

For the flow to work, you need to trigger it. Click here for the detailed steps.

note

You cannot add more than 150 nodes in a flow.

Create a skill

Skills are background processes that run along with the conversational flow. For example, an action node called Sync DB operates in the background, synchronizing data with an external database while the bot executes the rest of the flow.

Skill is the same as any other flow, you can build a skill by only using Action or Logic nodes (Message and Prompt nodes are not available to build a skill).

To create a skill:

  1. Go to Build > Create flow > + Create skill.

    drawing
  2. Fill the following fields:

    drawing
  • Skill name: Enter the name of your skill and make sure the name is according to the task of the skill. For example, flight booking, customer service, and products on discount.

  • Skill Description: Describe the skill. You can also tranlslate this description to any language other than English by clicking the Translator button. For example, these flows lead customers to flight booking workflow. Click here to know more about Translation.

  • Category: You can assign a skill to multiple categories by selecting an existing category from the drop-down or adding a new one. If no category is specified, the skill will automatically be assigned to default categories.

    • Click +Create category.
    • Enter the Name of the category.
    • Click Create Category to save it.
  1. Click Create.

Edit a flow

To edit a flow, follow these steps

  1. Ensure the environment (on the top right corner) is in the development mode.

  2. Go to the flows drop-down on the top and click the flow you would like to edit.