Video lesson

Bot flows & agent handoff

12 min · Create bot flows with choice buttons, handoff steps, and trigger keywords.

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This lesson is being recorded. Use the checklist below and the written guide until the video is published.

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Steps in this lesson
  1. Bot Flows → Create flow
  2. Add message and choice steps
  3. Add “Connect to agent” handoff step
  4. Set trigger keywords (e.g. pricing, support)
  5. Activate flow and test on website
6. Knowledge base bot 8. Leads & CRM