{"id":3057,"date":"2024-11-18T19:26:02","date_gmt":"2024-11-18T19:26:02","guid":{"rendered":"https:\/\/getleadster.com\/blog\/?p=3057"},"modified":"2024-11-27T20:42:18","modified_gmt":"2024-11-27T20:42:18","slug":"what-is-a-chatbot-flowchart","status":"publish","type":"post","link":"https:\/\/getleadster.com\/blog\/what-is-a-chatbot-flowchart\/","title":{"rendered":"\u00a0What is a Chatbot Flowchart? How to Create One?"},"content":{"rendered":"\n

A chatbot flowchart <\/strong>is a simple tool to set up, yet very practical for determining what the chatbot should say and when.<\/p>\n\n\n\n

Flowcharts are created for various purposes and serve different functions. A programming algorithm, for example, uses a flowchart to describe the process the program will execute.<\/p>\n\n\n\n

A chatbot flowchart has a very similar purpose: at varying levels of complexity, it determines the responses the chatbot will provide to users based on their interactions.<\/strong><\/p>\n\n\n\n

\u201cIf the user selects option X, provide response Y\u201d \u2014 this is a basic algorithm for a chatbot. What the flowchart does is present this algorithm visually.<\/p>\n\n\n\n

Let\u2019s dive into this topic today. First, we\u2019ll assess whether your brand needs a chatbot flowchart.<\/p>\n\n\n\n

Then, we\u2019ll discuss exactly how to create this flowchart with a simple step-by-step guide and suggested tools.<\/p>\n\n\n\n

Shall we?<\/p>\n\n\n\n

How to Know if Your Brand Needs a Chatbot Flowchart<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Before diving right in and creating a chatbot flowchart, it\u2019s essential to understand if you actually need to take on this task.<\/p>\n\n\n\n

Building a chatbot flowchart isn\u2019t difficult, but it will take some time, and its purpose is quite specific \u2014 organizing the chatbot\u2019s structure.<\/p>\n\n\n\n

If your chatbot is simple, it might not be necessary to create a flowchart: the tool itself will usually offer a visualization that is quite similar and already meets most needs.<\/strong><\/p>\n\n\n\n

See the Leadster example:<\/p>\n\n\n\n

Notice how, if you have simpler needs, creating a flowchart might not be essential.<\/p>\n\n\n\n

If the chatbot\u2019s questions are simple, the tool itself organizes the flow, which is also accessible to your team based on permissions you provide.<\/p>\n\n\n\n

Thus, a chatbot flowchart is more recommended for companies that genuinely need to manage a large volume of interactions.<\/strong><\/p>\n\n\n\n

Let\u2019s discuss these use cases in more detail in the following sections. See if any resonate with your situation:<\/p>\n\n\n\n

Many Options<\/h3>\n\n\n\n

When working with a chatbot that has numerous options, it\u2019s natural to encounter challenges in organizing what\u2019s said and when.<\/p>\n\n\n\n

For example, bank support provided via a WhatsApp chatbot.<\/a><\/p>\n\n\n\n

This support often offers several options. My own bank, Porto Seguro, has 7 categories in its menu.<\/p>\n\n\n\n

Each of these categories contains additional messages, and in some cases, subcategories.<\/p>\n\n\n\n

Organizing all this requires a chatbot flowchart. It\u2019s not just about whether it\u2019s better for organizing; you simply need to create one.<\/strong><\/p>\n\n\n\n

This is because the chance of making mistakes is high, while the likelihood of doing extensive reviews of messages already in the system is low.<\/p>\n\n\n\n

In this case, the flowchart is a formalized document, simple to understand and modify, that can be shared with anyone in the company at any time.<\/p>\n\n\n\n

Which brings us to:<\/p>\n\n\n\n

Complex Approval Requirements<\/h3>\n\n\n\n

Sometimes, you\u2019ll need a complex and lengthy approval process.<\/p>\n\n\n\n

This is the case with a bank chatbot, as mentioned. But it could apply in other scenarios, too: a real estate chatbot, for instance, also has complex and sensitive information that needs review by other teams.<\/p>\n\n\n\n

A chatbot for a law firm would be similar. Partners will want to see the final result and suggest changes.<\/p>\n\n\n\n

In such cases, everyone working directly in the system without prior planning can be very complicated, creating more work than building a chatbot flowchart.<\/p>\n\n\n\n

With a flowchart, all stakeholders involved in creating the chatbot can easily request changes.<\/strong><\/p>\n\n\n\n

And, of course, making those changes becomes much simpler. With a created flowchart and changes referenced within it, you can finalize a version that includes everything needed to build the chatbot seamlessly.<\/p>\n\n\n\n

Brainstorming<\/h3>\n\n\n\n

Sometimes, the chatbot almost designs itself. It doesn\u2019t require much innovation: most of it is resolved through practical considerations.<\/p>\n\n\n\n

For example, if you\u2019re creating a lead generation chatbot for a specific page on your site, you need an offer and text creation. But the chatbot\u2019s purpose largely defines its structure.<\/p>\n\n\n\n

However, there are cases where it\u2019s challenging to understand how the chatbot should work and whether its responses will be well-positioned and user-friendly.<\/p>\n\n\n\n

A quick example with a banking chatbot. For credit card inquiries, there may be several categories:<\/strong><\/p>\n\n\n\n