Platform Documentation
[Configure: Chat Flow] Conversations
A Conversation is base unit that holds individual parts of the complete chat flow. Multiple conversations interconnect to form an automated flow of chat. As the chat flow of a bot develops over time, it can easily become complicated with multiple ...
[Configure: Chat Flow: Conversations] Other Blocks
Morph.ai provides some additional feature blocks that can be used in your conversation flow. 1) Delay/Typing For adding delays at any point in the conversations, click on the 'Delay/Typing' block. A single delay block has a range of 0.1 to 10 ...
[Configure: Chat Flow: Conversations] Integrate CRM
Morph.ai lets you to integrate your brand CRM with the platform and push data collected on the bot to your CRM in real time which helps you to monitor the performance of the bot. You can pass your leads to CRM using the Integrate CRM block in the ...
[Configure: Chat Flow: Conversations] Send SMS
The platform provides some additional functionalities to send out email and SMS to the users, which can be explored by clicking on More block in Chat Flow > Conversations tab. Similar to emails, you can also send out SMSs from the platform. Click on ...
[Configure: Chat Flow: Conversations] Send Email
The platform provides some additional functionalities to send out email and SMS to the users, which can be explored by clicking on More block in Chat Flow > Conversations tab. How to send Email? Click on the Send Email Block, the following window ...
[Configure: Chat Flow: Conversations] Code
When do we need a custom code? Custom code block can be used for the complex use cases where the other blocks on the platform are not able to satisfy the use case. Custom codes provide flexibility to the brand to create additional functionalities ...
[Configure: Chat Flow: Conversations] Rest API
'Rest API' block in the Chat Flow > Conversations tab can be used to make API calls to external systems without having to write any code. Rest API block enables the feature of pushing data gathered from the bot directly to the brand CRM in real time. ...
[Configure: Chat Flow: Conversations] Set Property
What is a property? The core purpose of the bot is to collect information from the user and keep track of user preferences and requirements. The pieces of information like Phone Numbers. Email IDs , date of Birth and many more, that are shared by the ...
[Configure: Chat Flow: Conversations] Send Message
How to create a message? A message can be created in the Chat Flow > Conversations tab
You can get started by clicking on the ‘Send Message’ block. You can choose the Facebook/WhatsApp message block based on the type of bot you are creating. The ...
[Configure] Settings
Settings lets you to integrate your brand CRM with the platform and push data collected on the bot to your CRM in real time which helps you to monitor the performance of the bot. You can integrate your CRM with the platform in the Settings tab by ...
[Configure: Chat Flow] Properties
What is a property? The core purpose of the bot is to collect information from the user and keep track of user preferences and requirements. The pieces of information like Phone Numbers. Email IDs , date of Birth and many more, that are shared by the ...
[Configure: Chat Flow] Subscriptions
Subscriptions help to integrate Subscription feeds for your subscribed users. Click here to get more details/support for setting up subscriptions.
[Configure: Chat Flow] Message templates
A message template is one of the multi-utility feature on the Morph.ai platform that not only makes your work easy by helping you to create a message block and save it as a template that can be used in any conversation, but also used for raising ...
[Configure: Chat Flow] FAQs
Morph.ai platform helps you create an intelligent bot, that can understand users responses and provide relevant replies. One of the ways to make the bot more intelligent is integrating some of the frequently asked questions along with predefined ...
[Configure] Connect
The deployment process is made simple my the Morph.ai platform. The first step towards deployment is to choose the medium to connect with your users. Connect let's you choose the channel through which you want to reach out to the users. You can ...
[Configure] Source
Morph.ai platform provides multiple ways for you to bring the user to the bot- Facebook ads, Email/SMS campaigns or Google ads. Based on the source, the platform provides you multiple widgets for attracting new customers and communicating with your ...
[Nurture] Announce
What is Announce? Announce is a tool to send messages in bulk to a segment of audience. It is a great marketing tool to share content with users, reactivating subscribers and capturing their needs and interests. You can use announce to start a ...
Analyze
Morph.ai maintains a database great amount of information about your users and most of it is accessible to you in the Audience tab. The platform utilises this information database to create customisable reports in the form of important metrics and ...
Converse
Converse is a screen for brand agents to manually chat with the users. This screen is relevant in the following scenarios: Manual live chat Human fallback for customer support Live-chat for sales agents Manual follow-ups with selected users Following ...
Audience
Audience acts as a mini CRM which lists all the users that have interacted with the bot. It is one of the most important aspect of the platform as it can be a vital tool in determining the overall performance of the bot and also helps in planning for ...
[Other] Installing SDK & Widgets on website
This article talks about the steps required for installing SDK and adding widgets on your website. Installing Morph.ai SDK You can install Morph.ai plugin on your website by adding the following code at the end of the body tag of your page. Placing ...
[Other] Facebook Business Manager
Morph.ai sends a request to connect the Business Manager App of Morph.ai to the Facebook page of the brand. No individual person is becoming the Facebook admin in this case, but the Business account of Morph.ai is connecting with the brand’s page in ...