Journeys Overview

See this video for a detailed 20 min demo on creating journeys and understanding its building blocks

https://www.loom.com/share/f2234f1904ff429e96f7678bd01a68d6

What is the Journey Builder? Journey Builder is a robust no-code drag-and-drop tool that lets you create chatbot flows for your customers. You can choose the blocks of your journey and customize them based on your use case. BIK integrates with other tools and platforms, you can create engaging chatbot flows that are tailored to your specific needs and goals.

On the BIK dashboard, select ‘Journey’, then select ‘New Journey’ in the top right corner, followed by ‘Create new journey’. After selecting your desired channel, the journey builder page will be displayed.

Journeys

• Will have the list of all the active/inactive journeys based on channels.
• You can search them, filter them based on channel & status and sort them based on alphabetical order, last updated or created at time.
• Status column will show the active/inactive status of the flow.
• Triggered column shows the number of times that journey has been triggered so far.
• Last edited shows info about the last updated timestamp.
• By using the 3 dots at the right, you can: Delete, Rename or Duplicate a journey.
• You can also edit or see analytics of the journey

Journey Configurations

Default journey (for WA & IG) - If a user initiated conversation starts and it does not match any pre-configured trigger (keyword based or any other trigger), then this flow will be triggered on the respective channel

PP automations

Conversation starter

Persistent menu

CTWA Intro with BIK

Test mode

Pre-built Journeys (for pre-built flow templates)

• The flow library (here) is a library of templated flows, standard and ideal for e-commerce merchants who want to quickly enable all key messaging for their customers.
• For your use case, you can choose an existing template from the library and modify it to suit your brand guidelines.

Manage Variables

• This allows you to create, manage and use variables within your chatbot flow.
• You can define the name of the variable, its type and its default value
• Use cases:
  • Define static global variables like Store name/description and refer that across the journeys without the need to copy paste the content
  • Define a variable at a user level that can be referred across journeys for that user

Journey builder

• The journey builder is a drag-and-drop interface to create automation or chatbot journeys.
  • With pre-built templates, customisation options, and integrations with other tools and platforms, you can create engaging journeys that are tailored to your specific needs and goals.
  • Journeys are primarily made up of blocks. They are of 3 types:
    • Triggers: These are the starting points of any journey.
    • Actions: These are the key action blocks of a journey.
    • Flow controllers:
      • As mentioned above, a journey is made up of blocks which are connected via edges.
      • This creates different branches in a journey.
      • Flow controllers decide in which path the journey will proceed.
  • Journey builder has 3 menus.
    • Top menu
      • Shows the name of the journey being edited.
      • Its status (active/inactive). And a toggle to switch its status from active to inactive and vice-versa.
      • Last saved at info.
      • Save button to save any changes being made to the journey.
    • Left menu
      • This is a contextual menu.
      • Depending on the block selected, this menu opens up and provides capability to edit that block.
    • Right floating menu
      • Consists of actions and flow controllers.
      • Channel & Action option will open all the channel specific actions. These are covered in the actions block section here.
      • Condition option will add a flow controller to the flow. These are covered here in details.
      • Start a flow option will insert a block, which can enable connecting and starting a new flow from the present active flow.
      • Sticky notes will insert notes on the flow builder.
        • BIK users can also use sticky notes to share notes with their team members or for references in the future.
        • In the flow library, BIK team has added more context in the flow as sticky notes.
        • It highlights key blocks, their objective, customisation recommendations as relevant.
    • Builder also has zoom in/out and mini map options at the bottom for better navigation.
    • Flow validation
      • Every time a flow is made active or saved, a validator is run behind the seen to check for possible errors.
      • If the flow contains any possible errors which can break it during runtime, then an error popup is shown and the block with errors are highlighted in red.
      • If the flow contains configurations which are not recommended and may break the flow, but can be ignored in most of the cases then a warning popup is shown and the block with warnings are highlighted in yellow.

Screen Recording 2023-06-27 at 4.30.43 PM.mov

Untitled

Blocks: Triggers

• BIK offers a list of triggers from customer actions taken on Shopify, Instagram, WhatsApp and other channels and tools, including payment link updates.
• Some examples of triggers we support are:
  • Shopify: abandoned cart, ordered, shipping update, etc
  • Instagram: story mention, story reply, comment, etc
  • Integration triggers: payment link paid, subscription activate, etc
  • Special date triggers - Last or first order date X days ago
• BIK also supports user input control (UIC) or keywords as triggers.

BIK’s journey triggers are divided into following types:

Keywords as triggers

Events as triggers

IG as triggers

CTWA as triggers

Special dates as trigger

Webhook as a trigger

Flow split blocks

Other Features on Journey builder

Failure Node in API Blocks (Google Sheets etc)