Quick actions

Using multiple sheets for flowchart blocks

In the funnel builder, you can create multiple funnel sheets — for example, to logically separate the flowchart into sections for convenience:

Please note!

Creating flowcharts on different sheets in the builder does not mean creating different chatbots! The flowchart across all funnel sheets will work as a single chatbot.

When building a chatbot flowchart, you can not only move an entire funnel to a new sheet but also extend the bot's flow onto a new sheet by transferring its last block—all without interrupting the main sequence.

This can be done using the quick action button:

For example, your main flow is built around scheduling clients for services, but you need to add pre-holiday bonuses using blocks that you will eventually need to remove.

To avoid overloading the main flow and to keep track of which bot blocks relate to pre-holiday bonuses, you can create a second sheet with additional blocks, linking the main flow to the additional one.

Note!

All blocks are executed as a single flow. The feature to create sheets is designed for your convenience.

How to move a block without breaking the main flow?

First, create a new sheet for the chatbot flowchart:

Step 1. Click the "+" button at the bottom to add a new sheet.

Step 2. Enter the name of the new sheet.

After creating a new sheet, you will be automatically taken to the new, empty sheet. You'll need to return to the main bot flow.

Next, create a new block in the desired place in the funnel:

Connect the blocks:

Now, you need to move the block to another sheet.

To do this, hover over the created block and click the curved arrow icon on the quick action toolbar:

After clicking, you will see a system notification in the right corner with instructions on what to do next:

You need to select the sheet to which you are moving the linked block of the flowchart:

Go to the desired sheet and click on an empty area to move the block along with the flow from the previous sheet:

If the flow linkage between sheets was done correctly, you will see a label above the moved block showing information about the block it is connected to, along with the name of the sheet:

Here you can continue building the flowchart on the new sheet, with chatbot blocks functioning sequentially along the arrows according to your design.

On the main sheet, you will also see which blocks remain linked to the moved blocks:

Done!

Now you know how to move blocks to other sheets without breaking the main flow. This will help you build logically structured, clear, and uncluttered chatbot flowcharts.

How to perform balk operations

How to select the desired area

Method 1

To select multiple blocks, hold down Ctrl and drag the left mouse button over the desired area.

Method 2

To select specific blocks, hold down Ctrl and click them one by one with the left mouse button.

How to copy the selected blocks

To copy the selected blocks, click the highlighted copy icon or press Ctrl + C.

You will then see a notification (a brief instruction) indicating that the copied blocks can be pasted:

• On the same sheet;

• On a different sheet within the same project;

• In the funnel builder of another project.

Next, click on an empty area where you want to paste the selected elements:

How to delete multiple blocks

To delete multiple blocks at once, hold down the Ctrl key and select the blocks you want to delete:

Then click the trash can icon or press the Delete key.

How to move the selected blocks

You can freely drag the selected blocks by holding down the left mouse button.

How to undo actions

Undo last action button:

By clicking this button, you can undo the last actions. You can also undo an action by pressing Ctrl + Z.

You can redo an undone action with this button. You can also redo an action by pressing Ctrl + Y.

How to interact with the map

By clicking this button, you can hide or show the map:

How to zoom in and out

Method 1 — click the highlighted button

Method 2 — drag the corner indicated in the picture.

Method 3 — hold down Ctrl and scroll the mouse wheel.