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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On this page
  • Configure the node
  • Configure the form
  • Add Single/Multi-Selection Page
  • Add Picker Page
  • Add Date Picker Page
  • Add Input Page

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  1. User-Facing Nodes
  2. Input nodes

Send Form

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🍏 Only available on the Apple Messages for Business channel.

With the Send Form node, you can create rich, multipage interactive forms for customers to complete on their mobile devices.

Configure the node

If you've selected the "Show Results Page" option when configuring the node (see above), a summary of the customer's responses is shown to them upon completing the form. They have the option to send the form if they are happy with their responses, or to step back and amend their answers if they wish.

Configure the form

  1. When configuring the node, click on Configure Form (as shown above).

  2. Build out your form by adding pages and configuring each page.

    • You can add as many pages as you want, but always keep the customer's experience in mind.

    • Drag-and-drop the pages on the left to rearrange them.

    • Delete pages by hovering over the page on the left and clicking the "bin" icon.

  1. You can select from the following page types:

  1. Click Save Form once you are happy.

Add Single/Multi-Selection Page

This page type allows customers to select one or more options from a list.

Add Picker Page

This allows customers to select one option from a scrollable pre-configured list.

Add Date Picker Page

Use the Date Picker page to ask customers to select a day, month, and year within a set date range.

Add Input Page

When a customer reaches this node in the workflow, they have to complete the form before they can continue with the next step/flow as configured on the above.

😎
Single/Multi-Selection Page
Picker Page
Date Picker Page
Input Page
node
Setup of Send Form node
Send Form node as displayed on a customer's device
Summary of customer's responses to the form as displayed on their device.
Select the type of page you want to add.
Configure a Single/Multi Selection page
Single/Multi Selection page as displayed to customers on their device
Configure a Picker page
Picker page as displayed to customers on their device
Configure a Date Picker page
Date Picker page as displayed to customers on their device
Configure an Input page
Input page as displayed to customers on their device