Introduction

Creating an effective chatbot involves designing numerous flows that guide user interactions smoothly.

To manage these flows efficiently, the platform offers a folder system that helps keep your project organized. This summary explains how to create, manage, and utilize folders to maintain a clear overview of your chatbot's structure.

Managing Flows with Folders

Folders serve as containers for related flows, making it easier to locate and modify specific sections of your chatbot. Here's a step-by-step overview:

• Creating a Folder

  • Click the "Create Folder" button.

  • Enter a name for the folder (e.g., Customer Service or Back End Tasks).

  • The folder appears in your main overview.

• Adding Flows to a Folder

  • Select a flow (e.g., Ask a Question flow).

  • Click the three dots (menu) on the flow.

  • Choose "Move to Folder".

  • Select the desired folder.

  • Click "Move".

  • The flow is removed from the main overview and appears inside the selected folder.

• Creating and Managing Specific Folders

  • For example, a folder named "Customer Service" can contain all customer-related flows.

  • A "Workflows" folder can store backend processes like sequences or automation flows.

  • To add a flow to the "Workflows" folder:

    • Select the flow.

    • Use "Move to Folder".

    • Pick "Workflows".

    • Confirm with "Move".

• Benefits of Folder Organization

  • Clear overview of all flows.

  • Easy navigation to specific sections.

  • Efficient management of large projects.

  • Quick access to modify or update flows.

Example Use Cases

This structure ensures that each flow is logically grouped, reducing clutter and enhancing productivity.

Summary

In summary, creating folders is a powerful method to organize your chatbot's flows effectively. By categorizing flows into relevant folders, you gain a comprehensive overview and streamline your development process. Whether managing customer service interactions or backend workflows, this system simplifies navigation and updates, making your chatbot development more efficient and scalable.