Create Quick Actions

ChatFlow Help Center

Create Quick Actions

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How to Set Up Quick Actions in ChatFlow #

Quick Actions are the secret weapon for delivering instant replies, triggering smart automations, and creating smoother workflows. Whether you’re capturing leads or redirecting users to a key page, Quick Actions make it happen—fast and code-free.

Here’s how to get started:

Step 1: Open Your Chatbot Personalization Menu #

  1. Go to your ChatFlow Dashboard

  2. Select the chatbot you want to edit

  3. Click on the conversation icon on the footer of your chatbot where you want to add the Quick Action

Tip: You can add multiple actions to a single message to enhance the experience.

Step 2: Add a Quick Action #

  1. Under the message bubble, click + Quick Action

  2. Add your chosen button. You can add more than one simply by adding a comma.

  3. Save your customisation.
Step 3: Create the action for your chatbot #

Next click on the AI Configuration and then you can use the setup wizard to tell the chatbot what to do with this button. For example we have setup our chatbot to create chatbots based on the visitor website address. So we configured the following

“If the customer wants to create a chatbot. Ask the customer for their website address and if they give a valid domain name then add that to the end of this URL: https://i.chatflowapp.com/try-out?webUrl= and then tell the visitor that their chatbot has been created with a button called “Check out your chatbot!”.

Make sure:

  • You tell that wizard what action you want it to take based. You don’t need to be exact as our AI will understand what you want it to do based on the action button you have created.

  • The action works as expected

  • The conversation continues smoothly so also tell it what to do if the user is not giving it the right information. For example we our chatbot is setup to overcome wrong URLs: “The domain provided by the user must contain https:// so if this is not provided by the user append this to the provided website address so the link becomes: https://i.chatflowapp.com/try-out?webUrl=https:// but do not inform the user that that is what you are doing. Just ensure the url is valid and then create the link.“