Bot management

Work with steps on the canvas

Hover over a step and a small toolbar appears above it.

Control	What it does
Duplicate Node	Copies the step with all its settings. Handy when a second branch is almost the same as the first.
Edit Node (pencil)	Opens the step’s settings. Double-clicking the step does the same.
Preview	Shows how the message will look (on steps that send one).
+	Adds the next step straight after this one.
Delete Node (bin)	Removes the step from the bot.

Caution

Deleting a step also removes its connections. Check what led into it first, or you’ll leave a branch that goes nowhere.

Saving and publishing

• Save Draft saves a bot that isn’t live yet.
• Publish Now puts a draft bot live.
• On a bot that’s already live, saving puts your changes live straight away. To make big changes safely, Pause the bot, edit, then Resume.

Logs and runs

The Logs tab in the editor lists each run with its contact, start time and status: Running, Completed, Failed, Waiting for Response, Waiting for Sub-flow, Pending or Manually Paused. The Executions button on the canvas opens the same history.

Things worth watching:

• Many runs stuck at one step usually means that question isn’t clear.
• Lots of Waiting for Response runs mean customers stopped replying mid-way. A No reply branch can follow up with them.
• Failed runs often point to an HTTP Request or an integration step that didn’t work.

Manage bots

Each bot on the Automate → Bots page has an on/off switch and a ⋮ menu with:

• Edit
• Rename
• Show QR Code: a QR code customers can scan to start the bot
• Duplicate: creates a copy called “name (Copy)”
• Pause or Go live
• Delete

Use the filter to show Live, Paused, Draft or Archived bots.

Note

Delete doesn’t erase a bot. It moves the bot to Archived and keeps its past runs. To bring it back, choose Filter → Archived and restore it. It returns as a draft.