1. Introduction

Chat flow is the section that helps you manage the core functionality of the platform. You can create/manage conversations from the chat flow module. It consists of various building blocks that serve as atomic units for building your use case. Morph platform provides extensive functionalities to build complex use case which is functional on the WhatsApp platform.

2. Access

To access Chat Flow in the configure section on the left panel select Chat Flow

3. Components of chat flow

3.1 Conversations

The conversation is made up of blocks that provide functionality and rules that provide continuity to the conversation. There are some system-defined conversations and custom conversations that we create.  Learn more

3.2 Blocks

Each block in a conversation provides specific functionality to the conversation flow.  
3.2.1 Send Message

Using this message a bot builder can share information with bot users. The type of information can vary as per the use case requirement. Learn more

3.2.2 Set Property

You can set a property value during the bot flow. This value can be received from the user or can be fixed by the bot builder. This feature forms the core of information gathering in the bot flow. The value stored in a property can be used for various purposes like identifying a user/user group, gather lead information, trigger relevant conversation flows, display information to users, etc.  Learn more

3.2.3 REST API

Morph platform enables you to send data to an external system without having to write any code. You can fill in the information requested in the REST API modal and you are good to go. 

You can gather data from the bot and send it directly to your CRM or Company Database. Learn more

3.2.4 Code

If your use case is complex and is not fulfilled using the existing functionality of the platform. You can use the custom code block. This provides flexibility to an organization to extend the functionality of the platform as per their requirement. The code can be written in PYTHON or JAVA. Learn more

3.2.5 Send Email and SMS

You can configure an Email or an SMS block to send Email/ SMS from your bot flow. Learn more

3.2.6 Transfer to Human

You can add this block in your bot flow when you want to lead your bot user to a human agent. You can give bot users an option to connect to a human agent or can trigger it based on the action of a user. Learn more

3.2.7 Integrate CRM

You can integrate your CRM with the Morph platform. Using this functionality you can add realtime data to your CRM. Every time this block is executed in your bot flow. The relevant data is sent to your CRM. Learn more

3.3 Add FAQs

These are the questions that are often asked by your users. You can configure FAQs with multiple question variations to accommodate for human variation. To view/add an FAQ you can go to chat flow and select FAQ. Learn more