- step: 0 name: Welcome content: |- πŸ€™ Hi there, this is David from Joinchat. === *Chat Funnels* makes it possible to build *Chatbots in WordPress* to boost *conversion and lead generation*, πŸ‘‰ automatically! === And the best part? ✌️ Anyone can use it with our *no-code visual builder*. This Chat Funnel was created to show you everything that can be done. options: - option: 0 type: goto text: Let's continue value: 1 - step: 1 name: ⌁ menu 🌐 General content: Choose where you’d like to start πŸ‘‡ options: - option: 0 type: goto text: πŸ’¬ Steps value: 2 - option: 1 type: goto text: ✏️ Inputs value: 12 - option: 2 type: goto text: πŸ”Œ Actions value: 4 - option: 3 type: goto text: ✨ AI Agent value: 30 - step: 2 name: ⌁ menu πŸ’¬ Steps content: |- *Steps* are the basic element that define how you want the conversation with the user to flow. === Within each step you can add a wide variety of elements β€” text bubbles, images, buttons... >>> Review them all here or go back to the main menu. options: - option: 0 type: goto text: πŸ”— Texts, links & bubbles value: 5 - option: 1 type: goto text: πŸ–ΌοΈ Media value: 6 - option: 2 type: goto text: πŸ“… Calendly Widget value: 7 - option: 3 type: goto text: πŸŽ† Iframe Example value: 8 - option: 4 type: goto text: πŸŽ›οΈ Contact Buttons value: 9 - option: 5 type: goto text: 🎲 Random Phrases value: 10 - option: 6 type: goto text: ⏎ Main Menu value: 1 - step: 3 name: ⌁ menu ✏️ Inputs content: |- *Inputs* are steps that work as fields the visitor must fill in to continue the conversation flow. === They are key to collecting user data and qualifying leads. === Now you can create conversational forms β€” far more effective than traditional ones. options: - option: 0 type: goto text: Let's start value: 12 - step: 4 name: ⌁ menu πŸ”Œ Actions content: |- *Actions* are steps that trigger a specific event and continue the chat flow. === Currently, there are three types πŸ‘‡ options: - option: 0 type: goto text: πŸš€ Webhook value: 23 - option: 1 type: goto text: 🎯 Google Ads Conversion value: 28 - option: 2 type: goto text: πŸ“© Submit value: 21 - option: 3 type: goto text: ⏎ Main Menu value: 1 - step: 5 name: πŸ’¬ Example Texts, Links & Bubbles content: |- *Text style example* You can use *bold*, _italic_, ~strikethrough~, and `code` === Divide text into bubbles using `===` === Text outside bubbles with `>>>` >>> Very useful as a placeholder for inputs or to add notes and tips. === Horizontal rule using `---` --- === *Example Link* {LINK https://www.example.com Example Link} === *Example Button* {BTN tel:34123123123 πŸ€™ Make a Call} {BTN mailto:sedo@examplemail.com βœ‰οΈ Send us an Email} {BTN https://www.example.com {IMG https://cdn.join.chat/app/uploads/2023/06/horse.svg 16 svg icon } Image Button} options: - option: 0 type: link text: External Link Option value: '!https://join.chat/pricing' - option: 1 type: goto text: ⏎ Back value: 2 - option: 2 type: goto text: Next β†’ value: 6 - step: 6 name: πŸ’¬ Example Image content: |- *Static Image* {IMG https://cdn.join.chat/app/uploads/2023/01/capture-leads-joinchat-w.jpg 350 } === *Animated GIF* {IMG https://media.giphy.com/media/TabwFck9vEt44/giphy-downsized.gif 350} === *YouTube Video* https://www.youtube.com/watch?v=MJ_PnlbxawI === *Vimeo Video* https://vimeo.com/10032403 options: - option: 0 type: goto text: ⏎ Back value: 2 - option: 1 type: goto text: Next β†’ value: 7 - step: 7 name: πŸ’¬ Example Calendly Widget content: |- *Example Calendly Widget:* https://calendly.com/davidlillo/15min options: - option: 0 type: goto text: ⏎ Back value: 2 - option: 1 type: goto text: Next β†’ value: 8 - step: 8 name: πŸ’¬ Example Iframe content: |- *Example of an iframe inside a balloon* {IFRAME https://tfcollect.typeform.com/to/cVa5IG 320} >>> *Example outside a balloon* >>> {IFRAME https://open.spotify.com/embed/album/5TAVRgiAR2E79dQ1HrljqX?utm_source=generator 352} options: - option: 0 type: goto text: ⏎ Back value: 2 - option: 1 type: goto text: Next β†’ value: 9 - step: 9 name: πŸ’¬ Contact Buttons content: In any step, we can enable Joinchat’s contact buttons β€” WhatsApp, Telegram, Support Agents, etc. options: - option: 0 type: contact text: '' value: '' - option: 1 type: goto text: ⏎ Back value: 2 - option: 2 type: goto text: Next β†’ value: 10 - step: 10 name: πŸ’¬ Random Text content: |- *Example of Random Text* === The following text will be shown randomly >>> This helps your ChatFunnel sound less repetitive. options: - option: 0 type: goto text: '' value: 11 - step: 11 name: πŸ’¬ Random Text 2 content: '{RAND ✌️ Sure, we can help you. || ☝️ Great! We’re here to assist you. || Absolutely! πŸ₯³ We’re ready to support you. || Of course! πŸ‘Œ We’re happy to assist. }' options: - option: 0 type: goto text: πŸ”„ Reload Response value: 11 - option: 1 type: goto text: ⏎ Back value: 2 - step: 12 name: ✏️ Intro content: |- Let’s see a practical example and go over *all available input types.* >>> We won’t save any data you provide β€” this is just a demo. options: - option: 0 type: goto text: '' value: 13 - step: 13 name: name content: |- First of all, could you please tell me your name? >>> Example: Javier options: - option: 0 type: goto text: '' value: 14 input: text - step: 14 name: number content: |- Thank you, {{name}}! What year were you born? >>> Example: 1996 options: - option: 0 type: goto text: '' value: 15 input: number - step: 15 name: email content: |- I’ll need your best email now. >>> Example: my@email.com options: - option: 0 type: goto text: '' value: 16 input: email - step: 16 name: phone content: |- To update you on your order status, could you share your WhatsApp number? >>> Include country code. Example: 134635258987 options: - option: 0 type: goto text: '' value: 17 input: phone - step: 17 name: date content: |- Thanks a lot, {{name}}, just three questions left. === Tell me the date when you’ll pick up your order. >>> Remember, we’re closed on Sundays. options: - option: 0 type: goto text: '' value: 18 input: date - step: 18 name: time content: |- What time works best for you? >>> We’re open from 8 a.m. to 8 p.m. options: - option: 0 type: goto text: '' value: 19 input: time - step: 19 name: options content: |- Perfect, just one last question! === How was your shopping experience? options: - option: 0 type: goto text: πŸ‘ Great value: 20 input: '' - option: 1 type: goto text: πŸ€” Okay value: 20 input: '' - option: 2 type: goto text: πŸ‘Ž Bad value: 20 input: '' input: select - step: 20 name: ✏️ Summary content: |- All done πŸŽ‰ Here’s the data you entered and the input types used: === Input `TEXT` | Name: *{{name}}* --- Input `NUMBER` | Birth Year: *{{number}}* --- Input `EMAIL` | Email: *{{email}}* --- Input `PHONE` | WhatsApp: *{{phone}}* --- Input `DATE` | Date: *{{date}}* --- Input `TIME` | Time: *{{time}}* --- Input `OPTIONS` | Experience: *{{options}}* options: - option: 0 type: goto text: ⏎ Main Menu value: 1 - step: 21 name: πŸ”Œ Submit content: |- This action automatically saves all the data your customers share in the chat (name, email, company, etc.) === It also saves the conversation and metadata such as the page, language, or IP. === That way, you have the full lead context in your WordPress dashboard. options: - option: 0 type: goto text: ⏎ Back value: 22 - step: 22 name: submit content: '' options: - option: 0 type: goto text: '' value: 4 action: submit - step: 23 name: πŸ”Œ Webhook content: |- A webhook is an *automatic communication system* that allows you to *send real-time information to other apps*. === It can notify that a specific event occurred, save data, or trigger other actions _(send an email, store data, create a lead, segment users, etc.)_ === For example, it allows you to *send collected ChatFunnel data to your CRM*. options: - option: 0 type: goto text: Test Webhook value: 24 - step: 24 name: name content: |- Great! Could you tell me your name? >>> Example: Daniel options: - option: 0 type: goto text: '' value: 25 input: text - step: 25 name: question content: |- Thanks, {{name}}. Now, the big question... === 🐣 Which came first, *the chicken* or *the egg*? options: - option: 0 type: goto text: πŸ₯š The Egg value: 26 input: '' - option: 1 type: goto text: πŸ“ The Chicken value: 26 input: '' input: select - step: 26 name: webhook content: '["{{name}}","{{question}}"]["{date}","{time}","{lang}"]' options: - option: 0 type: goto text: '' value: 27 action: webhook endpoint: - https://hook.eu1.make.com/wqws1agv2dmz3qsqsh7wpnoiv85gkvuh - POST - json - step: 27 name: Webhook End content: |- Are you sure it was {{question}}? === {IMG https://media.giphy.com/media/v1.Y2lkPTc5MGI3NjExMHJmb3U0dzA3eG9ycHczMnk0NTk4aGN1M2sxMHV5ZHkzcW1uMmF4byZlcD12MV9pbnRlcm5hbF9naWZfYnlfaWQmY3Q9Zw/gKlzc0V5WNbP81FUgu/giphy.gif 350} ====== Experts say it was *the egg*, since dinosaurs already laid them πŸ€“ === But changing topics, {{name}}, what we really wanted was to test how the Webhook works. === Well, I’ve *collected everyone’s answers* and sent them to a *Google Spreadsheet* β€” yours is there too now. options: - option: 0 type: link text: View All Answers value: '!https://docs.google.com/spreadsheets/d/1965InnDKGsu8ZOOH6_s3mIKgr98_abJK10LJ4De8SBQ/edit?usp=sharing' - option: 1 type: goto text: ⏎ Back value: 4 - step: 28 name: πŸ”Œ Google Ads Conversion content: |- With this action, we can *send a Google Ads conversion* within the chat flow by specifying a conversion label. === The *Google Click ID (GCLID)* is a unique parameter that Google uses to track and attribute ad click origins β€” mainly for Google Ads campaigns. === With *Chat Funnels (+)* the GCLID field is captured and stored for 90 days. It can later be sent in webhooks to apply proper attribution to conversions. options: - option: 0 type: link text: View Documentation value: '!https://docs.join.chat/en/joinchat-premium/setting-up-chat-funnels-plus/' - option: 1 type: goto text: ⏎ Back value: 29 - step: 29 name: Google Ads Conversion content: AW-123465 options: - option: 0 type: goto text: '' value: 4 action: gads - step: 30 name: ✨ AI Agent content: |- If you have *Joinchat AI* enabled, you can hand off the conversation to your AI agent at any point in your ChatFunnel. === This allows you, for example, to first collect key lead data, save it, and then transfer the user to the AI agent to answer their questions. === You can also return from the AI agent to a ChatFunnel β€” seamlessly for the user. options: - option: 0 type: goto text: ⏎ Back value: 1 - option: 1 type: goto text: Chat with ✨ AI Agent value: 31 - step: 31 name: Step to ✨ AI Agent content: |- Hi πŸ‘‹ === I’m Kitt, the *assistant of {SITE}* === {IMG https://docs.join.chat/app/uploads/2025/10/kitt.gif 250} === How can I help you today? >>> This is a virtual assistant that may make mistakes. Please double-check important information with our human team if Kitt’s suggestions don’t solve your issue. options: - option: 0 type: ai text: '' value: ''