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All guidesMetriChatAdd web chat to your websiteConnect WhatsApp and other messaging appsAnswer chats in the inboxWhatsApp templates and the 24-hour ruleMessage a contact from their recordBuild a botSend a message broadcastConnect social accountsPlan and publish social posts
User Guide › MetriChat

Build a bot

Greet customers, answer from your help centre, collect details and hand over to a person — in three languages.

For: Admins

Steps

  1. 1Open MetriChat → Bots and select New bot. It starts with a ready-made flow you can change.
  2. 2Steps run top to bottom. Select a step to edit it: Message says something, Ask saves an answer (name, email, phone, company, order number or need), Choice offers buttons, AI answer replies from your help centre, Business hours branches, Create record makes a case or lead, Hand over passes the chat to a person.
  3. 3Fill in each text in English, Bahasa Melayu and 中文 — customers see their own language. Choose which step comes next.
  4. 4Under Hand-over rules, keep AGENT / ejen / 人工 on and set how many messages before a person takes over.
  5. 5Use Try it to chat with the bot as a customer (nothing is created or sent), then select Save & activate.
  6. 6In Settings → Chat channels, choose the bot for your website chat or a messaging app.

Good to know

  • In messaging apps, choices are sent as a numbered list; customers reply with the number or the option.
  • Details the bot collects fill in the chat's name, email and phone, and go into the case or lead it creates.

Related guides

  • Add web chat to your websitePut a chat button on your website, with the Care bot answering first and agents taking over.
  • Connect WhatsApp and other messaging appsBring WhatsApp, Messenger, Instagram, Telegram, LINE and SMS into Conversations with your own business accounts.
  • Answer chats in the inboxClaim waiting chats, reply with canned replies, transfer, and turn chats into cases or leads.
  • WhatsApp templates and the 24-hour ruleFree-form WhatsApp replies are allowed for 24 hours after the customer's last message; after that, only approved templates.

Still need help? Contact support

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