Managing bot flows

Bot flows are a powerful way to connect your business’s data to return details like order status or product availability. You can also collect details from your user’s bot session to pass along to your live agents.

There are two types of bot flows:

 

For example, a company sets up a chatbot with a main flow that starts by greeting the user and ends by asking, "How can I help?". Then, they create separate sub flows for different issues, like Order Problems and Replacement Requests. When a user says, "My package is missing," it triggers the Order Problems sub flow. If they say, "My shirt doesn't fit," it triggers the Replacement Request sub flow. Each issue has its own sub flow to handle it.

Requirements for managing bot flows

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How to add a bot flow

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Studio and then Virtual Agents.
  3. Create a chatbot or click an existing chatbot.
  4. Click the Bot Flows tab.
  5. Click Add Flow.
  6. In the Add Flow dialog box, specify the following:
  7. Click Add.
    The bot flow editor will open in a new tab.

Note: In addition to manually designing bot flows, you can also generate flows automatically.

How to edit, delete or export a bot flow

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Studio and then Virtual Agents.
  3. Create a chatbot or click an existing chatbot.
  4. Click the Bot Flows tab.
  5. To the right of the bot flow you want to edit, click the ellipses icon and then select one of the options:

How to import a bot flow

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click AI Studio and then Virtual Agents.
  3. Click the Bot Flows tab.
  4. Next to Add Flow, click the Import button and specify the following:
  5. Click Import and select the file you want to upload or drag it into the import area.
  6. Click Add.
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This article applies to Zoom Virtual Agent classic chatbot. If you are using other Zoom Virtual Agent types, such as chat agent or voice agent, refer to their respective documentation for setup and channel deployment instructions.