Flow Editor
Introduction
Flow is actually a set of questions that your customer is asked, the answers they can give and the way these answers affect recommendations of the products.
With the flow editor you can modify the conversation with your customers: change questions and answers, define the routes between them, specify what products will be recommended once a specific answer has been given, etc.
From this article you will learn:
What Canvas are, and what actions can be performed from there
What Question Bank is, and what actions can be performed from there
1. Get to the Flow Editor
To get to the Flow editor, click any Product Finder in the Dashboard. The "Flow" tab will be opened automatically. If you've been using other tabs, it's always enough to click the "Flow" tab header.
2 Canvas
If you start from the blank, the editor will initially be empty. If you start from the template, there will already be some sample questions. The questions that are used by the Product Finder are placed on the canvas.
You can see:
Questions: At the top of each element on the canvas; written in bold.
Answer options: If there are several specific options to answer the question, they are displayed below the question.
Connections between the questions: The lines show how questions are interconnected.
2.1 Actions on the Canvas
You can use the canvas to:
3. Question Bank
To reach settings of a question and its answers, click the "Question bank" button in the top right corner and select the question you want to edit.
If there is at least one question, you will see it's text. | |
Click the question to see more of its details and edit them
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3.1 Actions in the Question Bank
You can use the question bank to:
Add new questions
Change the question order
Edit the question text
Add descriptions and illustrations to the questions
Define if the question is mandatory
Delete and remove questions
Add new questions
Change the question order
Edit the question text
Add descriptions and illustrations to the questions
Define if the question is mandatory
Delete and remove questions
Add new answers of different types
Define the rules to map the answers and attributes of your products
Define the answer-based sorting rules
Define the answer-based bias rules
Edit the answer text
Define and redefine the answer type
Add descriptions and illustration to the answers
Add new answers of different types
Define the rules to map the answers and attributes of your products
Define the answer-based sorting rules
Define the answer-based bias rules
Edit the answer text
Define and redefine the answer type
Add descriptions and illustration to the answers