Benefits of the codeless bot builder 

Check out our latest webinar on the codeless bot-building platform here.

Card Gallery

Card gallery in the Codeless bot is a collection of enriched UI elements & actions offered by Codeless bot builder platform in SalesIQ. These cards can be used to build your bot according to your requirements. There are 7 categories of cards:

Response cards

Response cards are used to send responses to the visitor such as text, images, videos, links and in carousel format. 

Input cards

Input cards can be used to collect information from the visitor such as date & time, location, feedback, and more according to the requirement. 

Action cards

Action cards are used to perform actions based on the visitor's needs and information collected so far in the flow.

End cards

End cards are used to end or conclude the chat. 

Visitor Info cards

Visitor Info cards are used to collect type-based information like name, email, phone, website, etc. from the visitor and store them as per the requirement.

Integration cards

Integration cards allow integration-related operations like lead creation in CRM, create bookings, mail subscription, ticket creation, recieve payments, etc. These cards will work based on the configurations set under the product integration.

You can add new cards to the flow by choosing them from the card gallery or dragging and dropping them above the cardholder. 

Link attach and detach

You can reuse an existing flow that you had created previously by simply dragging and dropping the card holder into that flow's card. If you want to modify the flow or add more options, you can break the flow by using detach link (✄) that will appear when hovering over the flow's link.

Auto arrange

If you have a cluttered board, you can use the Auto arrange feature to rearrange and organize your flow. 

 

Note : The positions of the cards will not be saved when you move them. The cards will be auto arranged when you open the codeless builder page each time.

Zoom

As the flow grows, sometimes you will not be able to get a clear picture on your device’s available screen size. You can use the zoom option to get a full flow or magnify a particular flow in cases like these.

Undo/Redo

This control can be used to perform undo or redo any actions until the bot is restored/saved. 

Once the bot is published, Undo/Redo will not work for the changes made before publishing.

Version history

• You can view the version history inside the Codeless bot builder - that is the list of all the dates and times at which the bot was published on your website.
• By clicking on a date inside the history section, you can roll back to the version that you want to.

Note : Undo is not supported in rollback

Test & publish

• Click on the eye icon on the bottom right corner of the bot building board
• As you preview, the bot's current flow will be highlighted. 
  

Publish

Once the bot flow is complete, you can click on the Publish button on the top right corner to deploy the bot on your respective website (Brand). 

Note: You can publish the bots only if there are no more open links

Bot terminologies

1. Card: They define the functions performed by the bots. Add, remove and rearrange cards to change the bot's functionality. 
2. Cardholder: Click or drag and drop the card to the cardholder to add as a card in the bot's flow.
3. Card: Drag and drop cards from the card gallery to the board to add them as cards.
4. Connected link: They are the defined connections. Once executed, the flow will move on to the next card.   
5. Open link: They are undefined connections. You can add cards to the open links to continue the flow.
6. Link tag: Links tag is used to denote the rules or other conditions of the bot's flow.
7. Preview: This option lets you preview the working of the bot as you make changes.
8. Zoom In/Out: This option lets you zoom in and out of the flow. 
9. Undo:  This option allows you to undo the action/changes made in the bot's flow. 
10. Reset:  This option lets you reset the zoom. 
11. Auto arrange:  This option is used to re-arrange and organize the flow to make it more readable. 
12. Fit to screen:  This option enables you to see the bot's whole flow. 
13. Redo:  This option allows you to redo the action/changes made in the bot's flow. 
14. Publish: This enables your bot to be deployed on your website. 
15. Version history:  This option allows you to roll back the previously published versions of the bot. 

Codeless bot shortcuts

Flow based reports 

Flow-based reports in the Codeless Bot Builder provide a deep, card-level breakdown of how visitors interact with your bot. It gives you actionable insights to refine your bot design and improve engagement, all without guesswork.

Insights you can gain

1. Understand visitor behavior: See how visitors/users move through the bot flow and which buttons/choices they interact with.
2. Identify high-performing paths: Pinpoint the buttons, paths, or responses that generate the most engagement.
3. Track drop-offs: Discover where visitors exit the bot or leave chats idle, helping you reduce bounce rates.
4. Make informed improvements: Use real engagement data to fine-tune your bot and optimize the conversation flow.
   

Click the Reports icon next to the language dropdown in the bot builder to view flow-based reports.

Report metrics

Reports are categorized into four key insights:

1.  Executions 
1. Tracks how many times each card in the bot has been executed.
   
2. The number of time a response card was viewed, or number of times an action, input, or integration card ran.
   
2.  Out 
1. Shows how often a specific path or leg in your bot flow was followed mostly action and integration cards. 
2. Includes rules from Criteria Router card, outcomes from Plug/Integration cards (Success or Failure), and fallback paths from Forward to Operator card and more. 
3. Helps identify most and least used legs, so you can optimize or replace underperforming ones.
3.   Exits
1. Indicates where visitors/users dropped off.
2. Covers both manual exits (visitor ends the chat) and automatic exits (chat timeout due to inactivity).
3. Useful for calculating bounce rates and identifying points of friction.
4.  Operator Handoff 
1. Tracks how often chats were handed off to human agents.
2. Includes transfers initiated via Forward to Operator card and through the “Connect with a human?” label.

With flow-based reports, you can visually understand your bot’s strengths and weak spots, helping you iterate smarter and deliver a better experience for every visitor.

Note: Flow-based stats will not be available  if the bot is in the draft mode.