🔢Steps

Steps are containers for actions in Botstudio. Steps are connected with Links.

In this chapter we will explain what the function of a step is, how to add one and how to edit one. A step consists of a Title, Actions and Links. Below you see an example of a simple step with 1 action and 1 link.

Adding a step

To add a step you can drag a step card from the right menu on to the Botstudio canvas. There are two options of adding a step.

1. Adding a split

2. Adding a step between two steps

Adding a split

To add a split you drag the step card on to the step that makes the decision for the split. When you drop the step card a wizard to create a new step will appear and guide you to the creation of the split.

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Imagine you're setting up a bot for a job application process, and you need to decline candidates who do not have a valid driver's license. Here's how you can achieve this using BotStudio:

Scenario: You want to add a step that declines any candidate who does not possess a valid driver's license. To do this, you'll add a text step on the driver's license question, write a decline message, configure the condition and set this step as an end step.

1. Adding the Text Step:

   • Open BotStudio and find the text step in the toolbar on the right.

   • Drag the text step onto the canvas and drop it on the step that asks, "Do you have a valid driver's license?".

2. Configuring the Step:

   • When you drop the step the configuration wizard opens.

   • First, you are prompted to add a text for the decline message.

   • Second, you can configure the condition by selecting the question about the driver's licence and setting the condition to 'Should be negative'.

   • Click 'Confirm' to add the step to the flow.

3. Validating the original condition:

   • After adding the step the condition for the original path should be checked.

   • The condition should also look at the driver's licence question but should check for 'Should be positive'.

4. Setting as End Step:

   • Open the step settings by clicking on the step.

   • Configure this card step as an "End Step" so that once this message is shown, the conversation will end automatically.

Outcome:

With these configurations, when a candidate indicates that they do not have a valid driver's license, the bot will display the decline message and end the interaction. This ensures that only candidates meeting the criteria are processed further, while others receive a polite and clear decline message.