Working with Guided Conversations



Add a card

Press the plus button and select the type of card. The type will be shown in the dropdown menu at the upper left-hand corner of the card.


Delete a card

Hit the trashcan icon in the upper right-hand corner of the card.


Using Variables

To save a variable collected, type a variable name into the "Save selection as" box in the top right corner of collect info, multiple path, datetime, dropdown, rating scale, and file upload card. 

To use the variable, click the lightening bolt icon in the corner of the text box. Then click on the variable to insert it.


Create a Guided Conversation Template

To create a guided conversation template, navigate through the knowledge base to the guided conversation you wish to make a template.

1. Click into edit mode in the GC.
2. Click the 3 dots in the top right corner.
3. Click "Save Template".

Next time you +Add a new GC, choose "Use a Template" under the Conversation header.



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