Creating Automations

Automations are the heart of Chazt. They allow you to handle routine conversations instantly, without lifting a finger.

The Visual Flow Builder

Navigate to the **Automations** tab in your dashboard. Here, you'll find our visual builder, which works like a flowchart. You can drag and drop different "blocks" to build a conversation.

**Message Blocks**: What the assistant says to the customer.
**Input Blocks**: Questions for the customer (e.g., "What is your order number?").
**Condition Blocks**: Decisions based on customer input (e.g., If "Refund", then branch left).
**Handover Blocks**: Escalate the conversation to a human agent.

Your First Automation

Follow these simple steps to build a basic FAQ automation:

1. Choose a Trigger

Select "Keyword Match" and add common words like "Hours", "Location", or "Pricing".

2. Add a Response

Drag a "Send Message" block and type in your answer.

3. Enable Human Backup

Add a "Handover" block at the end of the flow so customers can speak to a person if they still have questions.

Testing Your Flow

Use the **Test Mode** button in the top right corner of the builder to simulate the conversation. This allows you to verify that everything is working correctly before you publish it live.

Need Inspiration?

Browse our **Template Library** to find pre-built flows for appointment scheduling, order tracking, and lead generation.