Getting Started with Bot Studio

The Landing Page (Journeys)

1. Journey Type & Templates Section - Here in the Journey dropdown, choose the journey type (User Journeys, Ad Journeys or Campaign Journeys). The Templates section is discussed briefly later in this page (Using the Templates)

2. Search Bar - Search the deployed journeys here.

3. Saved & Deployed Journeys - All the Journeys that are saved, deployed and worked upon are shown here in the order of 'last saved' time.

4. Import, Export & Bot Settings - These features will help you to import & export the journey jsons. Also explore the Bot Settings button for additional options.

5. Database(Dev Mode), Test Bot & Create Journey - The database feature is in Beta and not available in all projects. Only Gupshup devs can use the feature incase required. Test bot can be used to test the bots built on Web widget. Certain feature which are exclusive to WhatsApp or other channels might not work in Test Bot.
Create journey can be used for adding new journeys on the bot.

Taking the Product Tour

When you land on the Bot Studio Journeys page, click on the ‘Create Journey’ button.

From the dialogue box that appears, choose the “Product Tour” option to start the tour guide.

Create a New Journey from Scratch

Click on the ‘Create Journey’ button.

From the dialogue box that appears, choose the “Start from Scratch” option to start your first journey from scratch. (We’ll explore the templates in the later part)

And the journey builder will open with a new journey created.

Journey Builder (New Journey)

The journey builder tool has few major components which are shown below. We'll discuss about them one by one:

Side Options

Actions & Prompts - This contains all the Message, Action & Prompt node which will be used to create journeys

Manage Variables - Here you can create & manage local, system or global variables.

Manage APIs - This is the place to create new APIs or import them

Manage Settings - Some additional settings to configure your journey

Mini-Map & Tools

Mini-Map - This small snapshot of the build space will help you quickly realize your location in the journey.

Tools - These are some tools that will ease your experience with building the journeys. Tools are - Blocks (organize & move multiple things together), Zoom-in, Zoom-out, Fit View, Toggle Interactivity, Align Horizontally & Align Vertically.

Starting Node

Every journey starts with a 'Starting Node'. Whenever you create a new journey from scratch, you'll find a starting node in it. These are 4 events with which you can start the journey.

You can learn more about starting node here - Starting Node

Test Bot & Saving options

Save buttons - Make sure to keep using the 'Save' button to save your journey progress. Finally use the 'Save & Deploy' button to save and deploy the journey to finally use it.

Test Bot - An inbuilt chatbot where you can test you journey for Web only. Also you can check basic info and payload using this feature to debug the bot.

Analytics Toggle

Turn on the 'Analytics' toggle to get the inside stats of the journey flow. Stats are given for each node and their connecting lines.

Using the Templates

The Templates section provides users with access to pre-built journeys designed for generic scenarios. This allows users to quickly find a template that closely matches their specific use case and customize it to meet their needs.

On the left side, the templates are arranged in categories. Choose the category you need and you'll see the templates of that category.

Users have two option on a template card:

Preview - Users have the option to preview a template to ensure it fits their requirements before using it.

Journey Type - From the drop down, you can select the journey type and start using the template. It offers two options - User Journey & Ad Journey