Button-based chatbots are excellent for guiding users through a specific process, like qualifying leads or booking appointments. A little planning helps you create a smooth and effective conversation flow.

1. Map Out the Conversation

Think of a button-based chatbot like a flowchart. Before you even touch the bot builder, grab a pen and paper (or a digital tool) and map out the conversation.

  • Start with the welcome message. What’s the first thing the bot should say?
  • Define the user’s goal. What should the user be able to accomplish? (e.g., get a quote, book a demo).
  • Create paths with buttons. For every message the bot sends, what are the 2-3 most likely responses? Make these buttons.
  • Think about the end. Every path should have a clear conclusion. Does it end with the bot collecting an email? Or providing a link to a calendar?

*screenshot_here* (A simple hand-drawn or digital flowchart showing a basic conversation map)

2. Write Your Questions and Messages

Now, write the actual text for each step of your flowchart. Keep your messages short, clear, and focused on one question at a time.

  • Welcome Message: “Hi! I can help you get a free quote for your project. Ready to start?” (Buttons: “Yes, let’s start!”, “No thanks”)
  • Question 1: “Great! First, what type of service are you interested in?” (Buttons: “Web Design”, “SEO”, “Chatbots”)
  • Question 2: “Perfect. And what is your approximate budget?” (Buttons: “<€1000”, “€1000-€5000”, “>€5000”)

3. Plan Your Variables

Variables are how you save user input to use later. As you write your questions, decide which answers you need to save.

  • When you ask for the user’s name, save it to a {{name}} variable.
  • When you ask for their email, save it to an {{email}} variable.

This allows you to create a personalized summary at the end, like: “Thanks, {{name}}! I will send the quote to {{email}} shortly.”

*screenshot_here* (Flow Builder: Question block showing the “Save to variable” field)

4. Prepare Your Final Call to Action

What is the final step? This is the most important part of your flow.

  • If collecting a lead: Use the Lead block to ask for the user’s name and email.
  • If booking a meeting: Provide a direct link to your Calendly or booking page.
  • If answering a question: End with a clear answer and ask if they need anything else.

By planning your conversation flow first, building it in the Flow Builder will be as simple as copying and pasting. 🎉