How do I set up Message, Question and Form steps?

Message and Question

These steps are in the “Conversation” and “Collecting details” categories of the palette. The “On-screen text” of every step is shown to the visitor and read aloud by the avatar.

• “Message”: the avatar says the text and the flow moves on to the next step automatically. Use it for greetings, information and transitions.
• “Question”: waits for a free answer, typed or spoken. The answer is saved under the name you enter in “Variable name” and can be used in later steps as, for example, {city}.

Question doesn't check the answer's format. For a detail whose format should be checked, such as a date, amount, IBAN or phone number, use a Form, even for a single detail.

The Form step

“Form” collects several details at once. Add fields on the step panel's “Fields” tab with “Add field”. Field types: “Question / text”, “Single choice”, “Multiple choice”, “Date” (calendar picker), “Amount”, “Number”, “Card no.” (Luhn validated) and “IBAN” (format validated).

Each field has a “Field name”, a “Variable name”, “Required”, and under “More settings” a “Placeholder text” and a “Validation rule”. The rules are: Turkish ID number (11 digits), tax ID (10 digits), Turkish ID or tax ID, mobile phone (5xx…), phone (10 digits), email, email or phone, date (DD.MM.YYYY), digits only, letters only, letters and digits, trade registry number, ID card serial number, postal code (5 digits) and MERSIS number (16 digits).

Move fields up and down to change their order. If the form has no fields (“No fields.”) or a choice field has no options, the editor shows an error.

The variable name can't be empty or repeated within the step, or the agent can't be saved. If the form has a single field, it is asked on its own: leave its name empty and the step's text asks the question while the field opens directly (a calendar for dates).