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Step 1: Create a Rule-based Agent flow

Open the Rule-based Agent, then select Create a flow.
Rule-based agent flow list with Create a flow highlighted.

Open Flows, then select Create a flow. The flows shown in this demo are inactive.

  1. Add a trigger. When a customer’s message matches it, the flow starts.
Inactive flow editor with Add a trigger highlighted.

Start the flow by selecting Add a trigger.

  1. Add keywords and choose Exact matching or Containing.
Keyword trigger editor with Keywords matching rules and the keyword input highlighted.

Choose a matching rule and enter a keyword. This form has not been saved.

  • Ask a question: After the user triggers this Rule-based Agent, you can set the questions you want to ask the user in this section, along with setting reply buttons.
  • Send message: When the user clicks the button, the Rule-based Agent will automatically reply with the preset answer.
Final Effect:
Saved inactive rule flow with a trigger and two connected response branches.

Example: connect a keyword trigger to a confirmation question and route each reply to an action.

Example confirmation flow

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Copy a flow

Open the action menu for the flow you want to reuse, then select Copy.
Flow actions menu with Copy.

Open the flow action menu and select Copy.

Choose the destination Rule-based Agent, then select Copy.
Copy dialog with a destination agent selected.

Select the destination agent, then choose Copy.

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Watching the tutorial video👇

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