At Tidio, you have two options for adding a Chatbot. You can do it by using our ready templates or by building your own Chatbot from scratch. Whether you prefer starting from a blank canvas or leveraging pre-designed templates, Tidio has you covered.
In this article, you'll learn:
Create a chatbot from scratch
To build a custom Chatbot, open the Chatbots panel in your Tidio admin panel and click on the Create from scratch button - you will find it in the My chatbots section, as well as the Templates section.
The visual chatbot editor provides a grid where you can add and connect nodes such as triggers, conditions, and actions. Think of it as creating a "map" or "workflow" for your chatbot — a logical chain of events that occur on the visitor's side, often referred to as a chatbot decision tree.
If you wish to learn more about the manual chatbot creation process or get inspired, see our articles about:
- Collecting valuable data with the Send a Form node
- Create an FAQ bot
- Chatbots portals - start one bot from another
- Create an autoresponder for missed conversations
- Adding links to chatbots
- Using Visitors Says trigger (AI)
Add Chatbot Template
If you prefer a quicker start, Tidio offers a variety of pre-designed chatbot templates categorized by goals - inside the Templates section:
- Increase sales
- Generate leads
- Solve problems
You can see all the available templates and view them by using the filter and sorting options in the top-right - you can select the communication channel where the templates works (e.g. live chat, Messenger, Instagram, WhatsApp), or sort the templates by popularity, recommendation, date added, or name:
You also get access to Strategies - a quick way of adding several bots that work well together. You can learn more about this particular tool in this article.
To find and add a chatbot template, open your Chatbots panel and ensure you're in the Templates section.
You can now browse all of our available templates. When you like one of the templates - hover your mouse over a chosen template and click on the blue Use Template button.
You'll see a new window where you can decide whether you wish to test out the bot (as it would appear in your chat widget) by clicking on the Test it out button, or see its editing map by clicking on the blue Use template button.
When you choose to Use Template, you'll enter the visual Chatbot's editing panel. This step will allow you to adjust the text shown to your visitors inside the bot.
To edit the text inside the bot, click on each of the nodes you see on the map and edit the texts in the menu on the right-hand side.
Remember to click Activate when finished to ensure the changes are saved.
To gain more knowledge about using our visual chatbot editor, see our video 💡