How to Use Conditions in CBB: A Step-by-Step Guide

Modified on Sun, 23 Jun at 9:00 PM

This guide empowers you to leverage the power of Conditions within Chatbot Builder AI (CBB) Flows. Conditions allow you to personalize user journeys by directing them to specific parts of the flow based on pre-defined criteria.

What are Conditions?

Conditions act like decision points within your flow. You set a specific criterion, and depending on whether the user meets that criterion, they are directed down a particular path within the flow. This enables you to create more dynamic and personalized chatbot interactions.

Getting Started

  1. Navigate to Flows > Add Flow. 

  2. Name your Flow according to its purpose (e.g., "Welcome Flow with Email Capture").

Understanding Conditions through Examples

We'll explore three common use cases to illustrate how Conditions work:

Example 1: Targeting Recent Interactions

  • Scenario: You want to send a specific message to users who interacted within the last 24 hours.

Steps:

  1. Add a Condition Block: Click the "+" button at the bottom of the flow or double-click on the canvas and select "Conditions." 

  2. Define the Condition: Click within the Condition block and click the "+ Condition" button. Choose "Interacted in last 24hrs."

  1. Branching the Flow:

    • Green Path (Yes): If the user interacted recently, messages are sent via Messenger (drag and drop a message block).

    • Red Path (No): If the user hasn't interacted recently, messages are sent via SMS (drag and drop a message block). 

Example 2: Capturing Missing Email Addresses

  • Scenario: You want to collect email addresses from users who haven't provided one yet.

Steps:

  1. Add a Condition Block: Click "+" or double-click on the canvas and select "Conditions."

  2. Define the Condition: Click within the block and click "+ Condition." Choose "Email" and then "Has any Value." 

  3. Branching the Flow:

    • Green Path (Yes): If the user has an email address, they continue without providing one again.

    • Red Path (No): If the user doesn't have an email address, a message is sent asking them to enter it (drag and drop a message block).

Example 3: Leveraging User Tags

  • Scenario: You want to personalize the flow based on a specific user tag.

Steps:

  1. Add a Condition Block.

  2. Define the Condition: Click within the block and click "+ Condition." Choose the specific tag you want to check for (e.g., "joined").

  3. Branching the Flow:

    • Green Path (Yes): If the user has the tag, they continue to the next step in the flow.

    • Red Path (No): If the user doesn't have the tag, a different action is taken (e.g., send the welcome flow).

Exploring a Wider Range of Conditions

CBB offers a variety of conditions you can utilize to personalize your flows. Here are some additional options:

  • User Language

  • User's Full Name

  • User's Country/Continent

  • User Gender

  • Broadcast Subscription Status

  • Contact Creation Date and Time

  • Source of Interaction

  • ... and many more!

Experiment and Discover

By experimenting with different conditions, you can unlock the full potential of creating personalized and engaging chatbot experiences for your users.

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