IntelliTicks
  • Introduction
  • Getting Started
    • Overview
    • Build your first playbook
      • Start with Pre-build Templates
      • Start from scratch
  • Installation
    • IntelliTicks Plugin Script
    • Plugin Installation
  • Facebook Messenger Bot
    • Getting Started
      • Connect Facebook Page
      • Link Playbook to Messenger
    • Testing FB Messenger Bot
  • WhatsApp Bot
    • Benefits of WhatsApp Chatbots
    • Getting Started
    • FAQs
  • AI Builder
    • Playbooks
    • Nodes
      • Add and Send Data
        • Text
        • Image
        • Links
        • Youtube
        • Gallery
        • Dynamic Node
      • Collect User Data
        • Quick Reply
        • Form
        • Datepicker
        • Web View
        • Payment
        • Rating
        • Slider
        • Ask Question
        • Mutli Selection Reply
        • Quick Reply (with branches)
      • Redirect Users
        • URL redirect
        • Conditional branching
        • Go to Playbook
        • Jump to node
      • Export & Import
        • JSON API
      • Connect Users To A Human
        • Notify Agent
        • End Automation
      • Additional
        • Wait
        • Client Javascript
        • Actions
    • Actions
    • FAQ Training
    • Keyword Training
    • Advanced
      • Advanced Actions
  • Flash Responses
    • Flash Response
    • Create Flash Response
    • Using Flash Response
  • Customizing Platform
    • Widget
      • Theme Customization
      • Chat Widget Texts in Local Language
      • Adding Start Over button
      • URL Rules
      • Advanced Customization
        • How to Easily Add Custom CSS to Chat Widget
    • Chat icon/Bot Profile Photo
    • Different chatbot on each URLs
  • Integrations
    • WordPress Integration
    • Shopify Integration
    • Shopify Installation via Private Apps
    • Google Analytics
    • Magento Integration (1.x)
    • Magento Integration (2.x)
    • LeadSquared Integration
    • Marketo Integration
    • Salesforce Integration
    • Zapier Integration
      • Data Available in Zapier
    • Zoho CRM Integration
    • Wix Integration
    • Custom/in-house CRM integration
  • How to
    • Change the Default Playbook
    • Schedule meetings on calendar
      • How to integrate calendly for meetings
      • How to integrate Acquity for meetings
      • How to Integrate YouCanBook for meetings
    • Block a User
    • Delete a User
    • Hide trigger message from website
    • How to show chatbot in right middle of website
    • Start chatbot on a button click
    • Create chatbot landing page
    • Customize Landing Page Link
    • Enable Notifications on browser
    • Popup bot on Facebook page automatically
    • How to send data to chatbot via Javascript
  • Growth Hacks
    • Facebook Retargeting
    • Messenger Ads to chatbot
  • Troubleshooting
    • Messenger Bot is not working as expected
    • How do I remove the Messenger app in Shopify?
    • Push Notification Issues
  • Partnerships
    • White-labeled Chat Platform
    • Affiliate Partnership
  • Miscellaneous
    • Languages Supported
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  1. Getting Started
  2. Build your first playbook

Start from scratch

PreviousStart with Pre-build TemplatesNextIntelliTicks Plugin Script

Last updated 5 years ago

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How to build a playbook from scratch?

1. In the AI Builder section after clicking on "Create Playbook" card click on the "Blank playbook" and enter a name for the playbook.

3. To edit node simply click on edit icon, which is at the top right corner of added node.

4. To add more nodes on the playbook conversation flow click on plus icon which is shown below the node.

Now add as many as nodes you want on your conversation flow.

After that You're done with building your first playbook from scratch, Click "Test Now" button in the bottom-right corner to test your playbook conversation flow.

2. After creating a blank playbook, Let's add a playbook root node - like a "Quick Reply (With Branches)" Node or any other which you want as a playbook root node.

node
Create Blank Playbook
Add playbook root node
Edit Node
Add node