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About bot builder (Legacy)



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Aimee Spanier

Zendesk Documentation Team

Edited Feb 03, 2025


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119 comments

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Miles Ilog

Zendesk Customer Care

Hi CoinBounds, 
 
Upon checking, a colleague is already working with you about this concern. Please reply to the ticket to further investigate the issue. 
 
Thank you. 

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Hello! 

Can you explain please, how far is updating counter of Resolution articles? For test I clicked to the article yesterday and choose option "it was helpful", but in Zendesk Explore today I have 0 value in report of this article for metrics "clicked article" and "resolution article".

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Hi!,

Does flow builder works for social messaging? 

Best,

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Dane

Zendesk Engineering

Hi George,
 
Yes, flow builder is specifically designed for Messaging.
 
Cheers,
Dane

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In the bot flow, is it also possible to set tags for the different automated replies? And if not, would it be possible to add tags to these conversations after they are ended? Based on this article it looks possible but I wanted to make sure whether it's also valid for conversations held with the bot, not with an Agent. 

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Dane

Zendesk Engineering

Hi Ilaria,
 
The article you have provided is for our Chat channel and not Messaging. It will work only if you are using the normal chat triggers for the automated replies. However, such function is not yet supported in the Flow Builder.
 
Hope this helps.
 
Cheers,
Dane

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Hi Dane, thank you. So the conversations that happened through the Flow Builder cannot be tagged later after they are ended, is it correct? 

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Dane

Zendesk Engineering

Hi Ilaria,
 
Yes, you are correct. As of the moment, Messaging triggers does not have this capability.
 
Cheers,
Dane

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Hi, is there a way to add a "Multi-line" Field to the Fields in The "Transfer to agent" step in the Flow Builder? Or at least be able to send more than 128 characters in the "Text" Field?
We would like for the customer to send us a comment abount their problem or doubt before the ticket is transfered to the agent, so that in one hand, we don't have agents waiting for a customer to send that information after the ticket was created, and also to be able to use that information in a webhook trigger to improve the routing of the tickets.
Do you suggest any alternative?

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Dane

Zendesk Engineering

Hi Santiago,
 
You can use any available ticket fields on the transfer to agent option. You just have to add the corresponding ticket field to it by selecting configure. Please refer to the screenshot below.
 

 
In my case, I prefer to add a text field that the customer will have to explain their actual concern. However, you can also use a dropdown for them to select a pre-defined value.
 

 
Hope this helps.
 
Cheers,
Dane

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Hi Dane, I've tried to do what you mention, and multi-line fields don't show up on the Fields in the Configure section, only Text and Drop-down. And if we want our clients to describe give us a full description of their problem before the ticket is created, then an input that is limited to one line isn't a good UX, and less so because there is an arbitrary 128 character limit:

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Hi, I remember before I was able to connect the workflow to facebook messenger. Now I noticed when the admin center interface was changed I cannot see that option anymore.

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Some things that would be beneficial that have greatly hindered our ability to use this feature include:

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Hi team,

I noticed that my bot flow works completely differently than when I contact Zendesk live support.

1. Zendesk allows for multiple conversations.

2. If the Z bot doesn't know the answer, it allows contacting the agent. But my bot in this case asks to rephrase the question and offers to 'Start over'.

3. When the Z bot suggests an article and I click 'No, I still need help', the Z bot also allows me to contact your team, rather than offering to rephrase the question or 'Start over'.

Please tell me how can I do the same with my bot flow?

Such features are very important for my product.

Thank you!

-Artem

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Dane

Zendesk Engineering

@Donald 
 
Flow builder does not support Messenger. However, you can add a Facebook Messenger channel in Admin Center > Channels > Messaging. 
 

 
@Morgan 
 
That's definitely a good feature to have. I'll mark it as a product feedback and this will be brought up to the attention of our Product Managers. As Flow builder is fairly new, we appreciate this kind of feedback to continuously improve our product.
 
@Artem 
 
Our Messaging widget has been developed to cater our customers and make sure that they will be routed to the correct department more efficiently. This was done through rigorous and heavy customization. Hence, this functionality is not yet available for our client facing flow builder. More improvements with flow builder are currently being worked on. This kind of feedback will definitely help our Product Managers on the continuous  improvement of our Flow Builder.
 

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We really need to be able to copy Bot and all its steps in a flow for backup and testing purpose. 

  1. We have multiple brands and would love to be able to copy and or apply bot to multiple brands. 
  2. We have a testing brand were we design and test bots. Being able to copy would be great. 
  3. Before deploying to production, it would be great to be able to create a copy for backup in case something unexpected goes out and we need to roll back.

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Hi Jason,
 
Thanks for the feedback! The best place for this is our Feedback - Chat and Messaging (Chat) topic since our product team monitors that topic, and using this template will be ensure they get the information they need. Thanks!

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Hey, hoping someone might be able to help. 

I have successfully built a flow and we have this working in app, however once the user has opted to speak to a human, I would like to offer them the option to ask another question/ start at the beginning of the flow, as currently it seems this user is locked into the conversation with no option to find the answer to other questions. 

Would love any insight on this!

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Lisa Tam

Zendesk Product Manager

Hey Katie,

We have some updates coming in June where you can build separate flows to address individual customer questions. You can then train the bot to recognise the types of questions to respond with the specific answer flow. You can find more details of this upcoming bot building update here.

Hope this helps.

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Is it not possible for users to enter free text in order to search for Help Center articles (instead of us having to configure the specific articles that we want to show)? Thanks!

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This is great, I am having difficulty however with the Conversations. Currently, they are flowing through to the Open ticket trays, and can not be replied to in there, I have admin access and we do not use the conversations like a Live Chat, we want it to come through as a ticket to answer. 

Can Messaging with flow builder web widget only be used if you transfer to a live agent? Not a normal ticket with a High SLA that will be answered in priority if the articles can not be solved? 

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Hi everyone,

Is there a way to change the text of the farewell message "Great. Knowledge is power. You..."?

Thanks.

 

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hi i want to know how to set up the multiple language for answer bot? 

I try to set up 2 languages, but one channel only can connect one bot. 

after I connect the Chinese language to the channel, it will be automatically disconnected from another bot (english)

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Dane

Zendesk Engineering

@Hannah,
 
End-users can always enter free text on any part of the flow builder steps. For example, when you use the step "Show Help Center Articles" to present the most commonly used articles to your end-users, they can freely type in any keyword they prefer for the bot to provide other recommendations.
 
@Jade,
 
Yes, you will need to use the "Transfer to Agent" steps for such conversations to be routed to your support. 
 
@Mariano,
 
The feedback flow is currently not customizable but it is something we are planning to support in the near future where you can customize the text or disable it. 
 
@Kuan Ting,
 
The article Managing languages in a bot can help out on your concern. Don't hesitate to post on the comment section if you have additional concern.

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How I can start my conversation without any answers, the conversation should begin with the customer. 

But in my flow builder, it's asking to enter at least one answer. 

 

I want to keep an empty answer(without any answer during the start of my conversation) at first, later depending upon the customer's request need to display the answer.

 

 

Should start like, Please guide me to develop in this way.

 

 

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Hi, Naresh Chevuri

How about we try it this way?

Watch out, it's on the Japanese screen!

  1. Create a greeting response flow
  2. Uncheck "Greeting message" under "Standard answers" for the target bot.
  3. Set up the answer flow created in 1. in Starting answers.

I'd be happy to be of help.

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Masako K Thanks!

How to build flow for ending up a conversation.

Whereas in my flow I'm receiving these phrases.

 

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Dane

Zendesk Engineering

Hi Naresh, 
 
For this configuration, you can either utilize Intent or the Message step. This way, your bot will first ask the question and will not immediately provide articles. 
 

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