Bot Manager & Configuration
Bot Settings Explained: All Eight Tabs
Bot Settings is the eight-tab panel that governs how one bot behaves — no-match replies, business hours, webhooks, session expiry, email and SMS. What each toggle does and why it matters.
ReadPersistent Menus, Get Started and Ice Breakers by Channel
Always-visible menus, first-contact greetings and tappable opening questions work differently on Facebook, Instagram, Webchat and WhatsApp. Where each one is configured, channel by channel.
ReadKeyword Replies and Postbacks
Keyword Replies answer what a customer types. Postbacks answer what they tap. How each is created, how exact and string matching differ, and which channels have which.
ReadPreventing Bot Conflicts and Duplicate Replies
Why a bot answers twice, why it interrupts live agents, and how the no-match reply floods a chat. The webhook cause, the keyword cause, and the settings that fix each.
ReadBot Error Logs and Custom Fields
Where a failed flow shows up, how to read the per-node error counters, and how custom fields store per-subscriber data you can drop into any message with a single hash.
ReadWhitelist Domain for Facebook and Instagram
Meta chat widgets only load on pre-approved HTTPS domains. Where the Whitelist Domain list lives, which channels have it, and why a working widget suddenly stops on a new subdomain.
ReadOutbound Actions: Push Bot Data to Any CRM
Send chatbot data out to Zapier, a CRM or your own endpoint the moment it is collected. The trigger events, the field picker, and how Outbound Actions differs from the three other webhook features.
ReadOrganising, Exporting and Importing Flows
Folders, Move to Folder, Duplicate, Copy to other Bot, Export flow data and Flow Import — the six controls that keep a bot with dozens of keyword replies manageable, and how to move a flow between bots or accounts.
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