Support

Bot Processes

A process is one step in Adam’s reply — for example a short message, a set of buttons, a form, or a request to another system you already use.
You connect steps on the trainer canvas so the conversation moves from start to finish.

Create or open a topic first — see Training Data.

The trainer canvas

Each topic opens in the Bot Trainer editor. On the left you will see a flow that starts with your topic and ends when the reply is finished. Click a step to edit it in the side panel.

• Use Undo and Redo next to the Bot Trainer title if you need to reverse a change.
• Drag steps to rearrange the layout. Connect them by drawing a line from one step to the next.
• When you are done, click Save and Close (or Save and Accept for a suggestion).

Add a process

Open the process menu (Add Process) and choose the type of step you need:

• Text — a written reply from Adam.
• Button — choices the visitor can tap; each choice can continue to a different path.
• Form — questions that collect details (name, email, dropdown answers, and more).
• API — send or fetch information from another service you configure.
• Image / Video / Audio / Document — share media or files in the conversation.
• Command — special instructions for advanced reply setups.

Text replies

Select a Text step and type the message Adam should send. Keep it clear and friendly — this is what visitors will read in your chat widget.

Buttons

Buttons give visitors quick options such as “Talk to a person” or “See pricing.”

1. Add a Button process.
2. Enter the label for each button.
3. Connect each button to the next step that should run when it is chosen.

Forms

Forms let Adam ask for information step by step. Setup has two parts: Method (where answers go) and Options (the questions themselves).

Method

• Email — send the completed answers to an email address (your entity email is used by default; you can change it).
• API — send the answers to a web address you already use for leads or booking. You can place [FormData] in the request body where the collected answers should appear.

Click Continue when the method is ready.

Options (questions)

1. Enter the question text.
2. Choose Text or Dropdown.
3. Pick a response type (for example email, phone, yes/no, country, or your own list of options).
4. For a custom dropdown, add the options visitors can choose. Drag the grip icon to reorder them.
5. Optionally show a question only when an earlier dropdown answer matches a value (“Show this field when…”).
6. Click Add. Click a saved question card to edit it again.

API steps

An API process talks to another system during the conversation — for example to look up an order status or create a support ticket. Configure the address, method, and any fields you need, then test the connection from the trainer before you rely on it live.

Images, video, audio, and documents

Add a media process when Adam should share a picture, clip, or file as part of the reply. Upload or link the file in the side panel for that step.

Reusable values

Placeholders let Adam reuse a value later in the same conversation — a name, an email, an order id, or a field returned from an API. Open the Variables panel from the trainer tools (braces icon, or press B), focus the field you are editing, then click a value to insert it.

Where values come from

• Sample questions — put {{orderId}} in an utterance such as “track order {{orderId}}”. Adam captures that part of what the visitor typed and you can reuse {{orderId}} in later messages or API fields.
• Form questions — each question has a variable name (for example email). After the visitor answers, use {{email}} in the next steps. To send every answer to your API at once, put [FormData] in the request body.
• API steps — test the request, tick the fields you need, then insert [status] or [data.id] into a later message or another API step.
• Built-in values — you can also type {{entityemail}}, {{entityphone}}, {{entitywebsite}}, {{name}}, {{email}}, and {{phone}} when those are already known.

Save and go live

1. Connect every path you care about from start through to the end.
2. Click Save and Close (or Save and Accept for suggestions).
3. Back in the Bot Trainer list, click Update Adam so the live widget uses your changes.