Getting started with Chat Flow

Follow the steps below to get up and running with Chat Flow quickly. Find more details and best practices in the Chat Flow User Guide.

1. Launch Chat Flow via the Clickatell Portal.

2. Add an API integration (optional).

3. Add media to the Asset Library (optional).

4. Create a new standard workflow.

5. Build out your workflow by dragging and dropping nodes 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 add a new route on the desired channel (Sandbox environment).

8. Add the keyword(s) that will trigger this workflow.

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

   • Alternatively, conduct testing on your handset.

10. Submit for approval and deploy to Production.

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