Some of the ways you may want to edit your bot include:
- Reordering messages in the Dashboard
- Changing the content of a message
- Changing a message type
- Changing a response type
- Editing a connection
- Deleting a message
Note: If your bot is live, be careful when making changes as you're dealing with live data that end-users can see. Information on how best to edit live bots can be found here.
When editing a live bot, first test the changes in Preview mode. When you're ready, navigate to the Launch tab and click Update.
Reorder messages in the Dashboard
You may want to change the order of the messages in the Dashboard to help with building.
Remember that this doesn’t actually change the order of the messages in the bot. To change the order of the messages in the bot, you’ll need to adjust the connections between messages.
By default, messages display in List view in the order in which they were created. However, you might want to change the order so that it’s easier to see how the logic flows. To do this, just hover over the message, click the little purple arrows on the right-hand side and drag it to where you want it to sit.
The Flowchart automatically organises (and re-organises) your logic flow for you.
If you want to change the first message of your bot, you can do so in List view.
Edit the content of a message
If you're in List View or in Flowchart and click on a message, it will expand, and you can see:
- the Message name
- the Message text (which shows to the user)
- the optional Message hint
- all possible message responses (e.g. Text, SC - Number, Multiple choice, etc.)
You can edit all of these by clicking in the relevant fields and making the changes you’d like.
[Image: the Edit message tab]
Edit a Message type
Use the drop-down underneath Message type to select and update the message.
Edit a Response type
Use the drop-down underneath Response type to select and update the response.
You can always add new connections and delete old ones.
To add a new connection from an earlier message, click 'Add 'from' connection' above Message name. For subsequent messages click 'Add 'to' connection' in the bottom right below Delete message.
To delete a connection, click on the purple text describing the connection. A sidebar will pop up. Click Delete connection in the sidebar.
[Image: A message viewed in Dashboard > [bot] > List view]
You can connect messages in two ways in the Flowchart.
Connecting a new message
To connect a new message, follow these steps:
- Click on a message you’d like to add a new message from.
- Click on the ‘Connect new message’ card that appears. A sidebar will appear for you to add your new message.
Connecting existing messages
To connect existing messages, follow these steps:
- Click on a existing message you want to create a connection from.
- Click on the ‘Connect to’ button in the top toolbar.
- Click on an existing message you’d like to connect to.
To delete an existing connection, simply click on the gear button on the connection you wish to delete and click 'Delete connection' in the sidebar that pops up.
Read more about creating connections between messages.
Delete a message
You can do this in List view or Flowchart by clicking into the message and clicking “delete” at the bottom of the card. Once you’ve done this, double-check the related connections and rules to ensure the logic flows as expected.
Duplicate, cut or copy a message