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Building a Bot

OAuth

This article goes over the process of incorporating Oauth 2.0 into your chatbot flow. The OAuthLogin Widget is used in conjunction with Google OAuth2.0 and the Button Widget to prompt users to login to their Google Account. Please note that any service which...

Canned Responses and Flow Redirection

Save Replies to most commonly asked questions using the Canned Responses feature. The format for this type is canned_response-TRIGGER. In-Text Field, the response needs to be entered Has no ID but specifying a GOTO will redirect the conversation to that point when the...

Twilio

Setting Up a bot is incredibly simple, just follow these instructions. Step - 1 Sign up for Hybrid.Chat and Select WhatsApp bot from the options provided. Step - 2 Enter your Twilio credentials. Step - 3 Copy the Webhook Callback URL. Step - 4 Paste the Webhook...

Whatsapp Desktop Connector

Whatsapp Desktop Connector Setting up Whatsapp Desktop Connected bot is even easier, just Download the respected file that supports your OS and follow the instructions. Window - click here Mac OS - click here Linux - click here Step - 1 Sign up for Hybrid.Chat and...

Whatsapp bot

Setting up a Whatsapp bot is super easy using HybridChat. Go from zero to hundred in a second with pre-built chatbots templates ready to connect and engage with your customers. Leverage multilingual chatbots that can be deployed on your WhatsApp. HybridChat offers two...

Getting Started

Getting started with Hybrid.Chat is incredibly easy. Just goto Pricing page and Signup for a plan that best suits you. Once you are on this page you will be prompted to login with Google or Facebook. Once you log in you can choose the plan that matches your...

Dashboard overview

Deployed bots and create new bots. To create a new bot click on “NEW BOT” tile and select from our template gallery. After selecting the template please choose where you wish to publish the bot. After selecting your desired bot you can click on the bot tile to edit it...

Creating a Chatbot

The spreadsheet powering the chatbot needs to be structured in a particular manner so that the AI engine can understand what you want the bot to do. Checkout some sample spreadsheets and their corresponding chatbots below: Simple Live Chat Demo, Spreadsheet Lead...

Chat sequnce ID

ID is the unique ID of the row and it should increase sequentially. It comprises one main-id and a sub-id which are both whole numbers and are separated by a dot (.). E.g. - 1.1, 3.6 are some valid IDs.Note: Some rows like the ones containing synonyms or FAQs or...

Type Column

Type column defines the type of chat widget to load in the chat flow. We support multiple Types and also add new options regularly. Here is a list: Dialogue - Simple text message Button - In-chat button that routes to other chatflows SendEmail - Sends chatlog to a...

Goto

Goto is used to control the flow of conversation. It specifies the main-id of the row from which the conversation will continue after the current row is complete (for user’s input/validations etc). An example could be: ID Type Text Goto 1.1 Text-DontMatter Hi. I am...

Dialogue

Dialogue is the text which the bot says to the user. Inside the text column, you can add the text which you want the bot to show to the user. It has been tested on several languages, including traditional Chinese and it seems to work perfectly. Example: ID Type Text...

Adding Images with dialogue

Images can be added easily by using Markdown formatting. You can include it in the Dialogue type. Images supported include JPEGs, Transparent PNGs, or animated GIFs. For instance, Example: ID Type Text Goto 1.1 Dialogue ![alt...

Chat Button Options

Buttons help in giving the chat flow a direction. You can specify what text will come after clicking a button. Just fill in the row number in the Goto column to decide what text will be shown once a button is selected. You can add as many buttons in a sequence as you...

Formatting Text Messages

"You can format the text messages using Markdown formatting Bold and Italic You can make text bold or italic. *This text will be italic* <i>This text will be italic</i> **This text will be bold** <b>This text will be bold</b> Both bold and...

Making bot Ask a Question

You can design the bot to ask a question or fill a form at any point of the conversation flow, with the options listed below.

Text and input widget

Text - anything typed by user is accepted and (optionally) can be stored into a variable. Example: ID Type Text Goto 2.1 Text-Name Hi. My name is TravelBot. What is your name? 4 TextWidget – Anything typed by user is accepted and (optionally) can be stored into a...

Phone and Input Widget

Phone - Only valid phone numbers with country code are accepted Example: ID Type Text Goto 2.1 Phone-number Please enter your phone number to start receiving alerts. (Accepted format: +XX (Country code)(Phone Number) 4 Best practice: If you receive a lot of local...

Email and input widget

Email - Only valid emails are accepted Example: ID Type Text Goto 2.1 Email-emailaddress Please enter your email address to start receiving alerts. 4   EmailWidget – valid emails are accepted with an option of storing that in a variable. Example: ID Type Text...

Number and input widget

Number - any number entered by user is accepted Example: ID Type Text Goto 2.1 Number-guests Please enter the amount of guests who would be checking in 4 NumberWidget – any number entered by user is accepted Example: ID Type Text Goto 2.1 NumberWidget-guests Please...

Date and input widget

Date - only valid dates are accepted Example: ID Type Text Goto 2.1 Date-CheckinDate And when would you like to checkin? (Example format: MM/DD/YY) Best Practice: Its best to use DateWidget instead of date to avoid user side errors for formatting issues. DateWidget –...

URL and input widget

URL - Only valid URLs are accepted Example: ID Type Text Goto 2.1 URL-resumeurl Please enter your Linkedin URL or a link to your resume/CV 4   URLWidget – valid URL’s are accepted Example: ID Type Text Goto 2.1 URLWidget-resumeurl Please enter your Linkedin URL...

File Input Widget

FileWidget – Allows a user to upload files of specified formats and store it to a variable. Example: ID Type Text Goto 2.1 FileWidget-file-jpg, jpeg, png Please upload a file 0 The format for this type is FileWidget-<variable_name>-<file_formats>....

Select Input Widget

SelectWidget – Allows a user to select multiple/single options from a variety of display types: Check – Display options using checkboxes. Radio – Display options using radio buttons (Single Option can be selected). SingleAuto (Autocomplete Search)– Display options as...

Set Variable Values

Chatbot can set variables and its values at any time of the chat flow. It comes handy when you have to pass specific variables and values into Webhooks or API calls you make via Chatflow or store the user button choices somewhere for later use. ID Type Text Goto...

Pass Variables as Parameters

Variables can also be set by passing them as URL Parameters or Embed Parameters. 1. Passing Variables as URL Parameters If the URL of your bot is “https://botId.hybrid.chat” and you have to pass a variable name whose value is somename, then you can pass URL parameters...

Answers your bot already knows

There is a lot that your bot already knows about a person you are chatting with. These are published as Global variables that you can call like other variables you define within the chat. Besides knowing more about the user’s details, you can use the same variables...

Chat Persistence

By turning the Chat Persistence on, the chatbot will persist the chat session across pages when it is on the same domain. So when a user who interacted with the chatbot on one page, moves to a different page or exits sessions and comes back, the chatbot will show the...

Deploying your bot

This is a sample embed code. When you create a chatbot (on platforms “Web Chat Widget” and “Article Embed”), similar code is shown which you can embed on your website. <div id="embed"> <script src='https://app.hybrid.chat/scripts/init.js'> </script>...

Chat Intelligence

You can make your bot react differently to different responses it gets from the users. This makes the bot sound a lot smarter.

If response is

"Parsing responses is easy and is supported by following tags: Response-case_insenstive_match Response-exact_match Response-regex_match Response-intent_match Response-less_than Response-less_than_equal_to Response-greater_than Response-greater_than_equal_to...

If variable is

Just like we parsed the Response using the various Response-<match_criteria> tags. We can also change the flow of conversation based on the value of some variable at any point inside the spreadsheet. For this, the IF type is used. Its format...

Performing calculations

You can perform basic calculations within your chatbot easily. Just use SetVariable to do the same. Take a look at this sample chatbot to know how it works: Tax Calculation ChatbotDemo, Spreadsheet

Schedule

Schedule can be used to schedule the messages to be sent by the bot at any time in the future. Currently, Schedule works in SMS bot only. Using schedule you can specify the Date when to schedule a message, change the date and specify the Goto from where the...

Fallback

Fallback is a special type that is used to define the id of the row from which the conversation will continue if the bot does not know how to respond. This happens when a user’s message doesn’t match any button or doesn’t fall under any FAQ question either. In such a...

Agent Timeout

timeout_agent – The format for this type is timeout_agent-. It is also a special type which is used to define the id of the row from which the conversation would continue if the human agent doesn’t respond for defined X seconds. Once the bot has connected to a...

Intent

Intents can be trained using the Intent type. It’s format is Intent-. In the text column you can specify the examples (new line separated) to be trained within the intent. The goto column can be used to specify an ID which is called when the intent matches the user...

FAQ Dialogues

The format for this type is FAQ_Q-, FAQ_A- for question and answer respectively. For FAQ_Q type, in the text field you can specify the actual question which the user can ask anytime during the conversation. qid is the unique ID of the question. The corresponding...

Synonyms

Synonyms can be used to improve upon the accuracy of the FAQ part of the chatbot. It is used to specify the synonyms of a word with the following format: Synonym-. In the text field you can specify the comma separated synonyms of the word. By adding the synonyms one...

Ending Conversation

This tag is used to end the conversation so that the user can reinitiate the session again. All you need to do is to use the ‘End’ tag in the Goto and bot would end the session. ID Type Text Goto 5.4 Dialogue Alright. Thanks for connecting with us today....

Connecting to Human Agent

This one is similar to Goto mentioned before, but instead of a number, you can just write HUMAN. The chat is directed to the human using this command. The logs of the bot’s conversation are sent as the first message and a human agent can take over the conversation...

Send Email

SendEmail - Send chatlogs to any email. Using this tag one can send chatlogs at any point in the conversation to the email you provided during the bot creation under Customise your Bot further section. Example: ID Type Text Goto 5.4 SendEmail Here are the chatlogs of...

Send SMS

Your chatbot can send text messages (SMS) to any phone number in the world at any stage of the chat flow. As soon as the flow of conversation reaches SendSMS, An SMS is sent using Twilio Telephony service. When you create an SMS bot or Web bot that uses SMS, Bot...

Make a Phone Call

Chatbots can launch a telephonic conference call between 2 or more phone numbers. As soon as the flow of conversation reaches ‘Conference’, a conference call is started using Twilio service. When publishing your bot that uses ‘Conference’ tag for the first time, Bot...

Webhooks & API Requests

SendRequest can be used to send a new webhook request to any URL or fetch data from an API call. As soon as the flow of conversation reaches SendRequest, a new request is sent with the text column as the body of the request. The method of request can be GET or POST....

Database Queries

You can use QueryDB command within Chat flow to connect to any SQL database and perform a database query to inject within Dialogue text or other widgets available to you. Only MySQL database connection is supported for now, while we are working on other types of DB...

Embed HTML Widgets

You can embed external widgets within your website chat easily. Hybrid.Chat will load anything that can be loaded into an <iframe<. Maximum size supported for EmbedWidget is 350 px x 500 px. Example: ID Type Text Goto 2.1 EmbedWidget <iframe src=" URL comes...

Carousel

Carousel is a touch-enabled Data widget that lets you create highly customizable, stylish responsive carousel sliders within your chatbot. With Carousel, you can create an image carousel using a media gallery or add Title, Description, or buttons (up to 3) to it....

LoadData

As the name suggests, this command can be used to access data in a sheet in the same spreadsheet where your chatbot exists or a different spreadsheet altogether. A use case could be to host a calculator within the spreadsheet and let chatbot return the values, or...

Inserting variables inside text

variables in text – The message can be formatted to include the value of variable_name (2.4.1). This is helpful if we want to confirm the input entered by the user in any variable or if we want to display the details entered by the user at the end. The format to...

Changing The Typing Indicator

Typing indicator of the bot can be changed using CSS. By default, bot shows this typing indicator – 1. Show <agent name> is typing … Step 1: In the chat window CSS, find the selector .typing-indicator and set the display to none .typing-indicator { display:...

Contact Manager

Contact Manager allows you to add/edit/delete contacts. Bots can be initiated with these contacts with a single click. A contact has 5 fields – name, email, phone, tags, and metadata. Here is what you need to know– The phone number should be entered with country code,...

Import Contacts via Webhook

The contact manager allows you to import contacts from an external data source via webhooks. To import contacts, you need the Webhook URL and API Secret. Following are the steps to import contacts from an external source – Step 1: Go to the Contact Manager page and...

Tags and Triggers

Tags and Triggers help you initiate a chatbot automatically with a webhook (which can be tied to your CRM, Phone Contact update, Incoming calls, Emails, or anything you like). Every contact can have a tag assigned to it, which when defined in a trigger, can trigger a...

Connecting with Slack

Connecting to Slack is easy, and can get you started within minutes. Here is how to go about it. Expert Tip: You can optimize Slack mobile app for Live chat conversations easily. Follow these mobile notification settings and some special settings for Android. Step 1:...

Connecting with Mattermost

Connecting to Mattermost is easy and can get you started within minutes. Here is a video on how you can go about it. Step 1: Enable Personal Access Tokens in System Console -> Custom Integrations Step 2: Assign appropriate permissions to the Bot User. Hint: If you are...

Publishing a Facebook bot

Step 1: Go to the Hybrid.Chat bot building page https://app.hybrid.chat/app/builder Step 2:Click on the Facebook Page button to create the bot. Step 3: Edit the settings or continue with the previous settings Step 4: Choose the pages you would like to use with Hybrid...