DocumentationAI StudioChatbot Builder
v1.0
In-depth

Chatbot Builder

Visual, no-code flow builder for deterministic conversations — perfect for onboarding, qualification, and structured FAQs.

Quick start
Setup time
10–20 minutes
Prerequisites
  • A clear conversation map (start → branches → outcomes)
  • Any data you want to capture (email, phone, intent)
  • Optional: a CRM webhook to push qualified leads
Outcomes
  • A working chatbot flow you can preview live
  • Lead capture wired to your CRM
  • Bot deployed on the widget or a specific page

Step-by-step walkthrough

Numbered, real-world instructions you can follow today.

1
Open the Chatbot Builder

Click Chatbot Builder in the sidebar. Pick a starter template (Lead Capture, Support Triage, Booking) or start from blank.

Live screenshot: Open the Chatbot Builder
Live screenshot: Open the Chatbot Builder
2
Design the flow on the canvas

Drag blocks from the left rail onto the canvas: Message, Buttons, Input, Condition, AI Reply, Webhook, Handoff. Connect them with arrows to define the path.

3
Capture customer data

Add Input blocks to capture name, email, phone. Each input creates a variable ({{email}}) you can reference downstream and ship to your CRM.

4
Mix deterministic with AI

For the long tail of questions, drop an AI Reply block inside any branch. The bot will answer from your KB, then resume the flow.

5
Preview and publish

Hit Preview to test the flow in a real widget overlay. When happy, click Publish — changes go live in under 10 seconds.

Watch tutorial
Watch: Build a lead-capture bot in 5 minutes
Video coming soon — bookmark this page or subscribe for the release.

Tips & best practices

Field-tested advice from teams shipping SyntrixOne in production.

  • Keep flows under 10 steps. Long flows lose users; route to humans (or to an AI Agent) instead.
  • Use Conditions to personalise: returning visitors get a different greeting than first-timers.
  • Always end every branch in either a Handoff or a clear "anything else?" loop — no dead ends.

Common issues & troubleshooting

What goes wrong, and exactly how to fix it.

Frequently asked questions

7 answers to the questions teams ask most.

Ready when you are

Open the Chatbot Builder

Estimated setup time: 10–20 minutes.

Open the Chatbot Builder

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