Chat Flow User Guide
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5.52.0
5.52.0
  • 🏠Return to Home Page
  • 🔎Overview
    • Chat Flow Overview
    • Quick Start
  • 🪛Configuration
    • Access Chat Flow
    • Configure a route
    • Add an API integration
    • Set up keywords
    • Set up session timeout events
    • Manage your workflow assets
  • ✅Channel Capabilities
    • Configure channel display type
    • Use WhatsApp with Chat Flow
      • Initiate WhatsApp conversations
      • Send WhatsApp message templates
      • WhatsApp Interactive Messages
      • WhatsApp Commerce Messages
    • Use Apple Messaging for Business with Chat Flow
      • Apple Interactive Messages
      • Apple User-Facing Nodes
  • 🔃Workflow management
    • Build a workflow
      • Add a workflow
      • Delete and restore nodes
      • Repeat a step in a workflow
      • Dynamic API Workflows
    • Edit/delete a workflow
    • Search, Find & Replace in a workflow
    • Duplicate, rename, or move a workflow
    • Preview workflows
      • Preview flow on different channels
      • Preview logs
    • Approve and deploy workflows
      • View flow details
      • Submit a workflow for approval
      • Approve/decline a workflow
      • Deploy a workflow to production
  • 😎User-Facing Nodes
    • Display nodes
      • Contact Sending
      • External Link
      • Location sharing
      • Media
      • OTP Menu
      • Rich Link
      • Text Display
    • Product nodes
      • Clickatell AI node
      • Chat Desk node
    • Input nodes
      • Contact Receiving
      • OAuth Request
      • Request Input
      • Send Form
      • Time Picker
    • Commerce
      • Chat 2 Pay
      • Multi Product
    • Branch/logic split
      • Dynamic List
        • Apply patterns, custom indexes, filtering, and exclusions
      • Menu
      • Multiple Choice Input
  • 🎬Action Nodes
    • API Integration node
    • Calculate
    • Date Format
    • Display List
    • Encrypt
    • Is Empty
    • Is Null
    • Number Format
    • Regular Expression
    • Remap
    • Send Template
    • Set Variable
    • Switch Case
    • Wait For Callback
    • Opt-Out nodes
  • 🔗Integrations
    • Integration nodes
  • 🔡Variable management
  • Using system variables
  • Referring to variables
  • 📊Reporting & Analytics
    • Analytics Settings
    • Collections & reporting labels
    • Clickatell Portal Reports
  • ❗System error codes
    • System Error Codes
  • 💡Help & Information
    • What's New? 🎈
    • Release Notes
    • FAQs
    • Return to Home Page
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  1. Overview

Quick Start

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Follow the steps below to get up and running with Chat Flow quickly. Read the rest of this guide for more details and best practices when using the application.

  1. Chat Flow via the Clickatell Portal.

  2. Add an (optional).

  3. Add media to the (optional).

  4. a new standard workflow.

  5. your workflow by dragging and dropping from the panel on the right onto the dotted placeholder node.

    • Alternatively, click the + in the placeholder node to view a node menu.

    • Configure/edit your nodes on the right-hand panel and save changes to each node you edit.

  6. Save the workflow.

  7. Navigate to the Configuration section and on the desired channel (Sandbox environment).

  8. Add the that will trigger this workflow.

  9. your workflow in the Sandbox environment and use the to troubleshoot any issues.

    • Alternatively, conduct testing on your handset.

  10. Submit for and to Production.

  11. Switch to the Production environment (top right navigation bar) and add your and for Production.

🔎
API integration
Asset Library
Create
Build out
add a new route
keyword(s)
Preview
Logs
approval
deploy
route
keyword
nodes
Launch