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General (Chatplan)

General (Chatplan)

Owned by Olesya Tantsyura
Last updated: Dec 20, 2024
1 min read

1. Description

Here, you enter information about the Chatlplan.

Consists of fields (Fig.1):

  1. Name;

  2. Flow schema;

  3. Description.

Fig. 1. General tab

1.1. Name

Required field. The name of the Chatplan is entered here.

1.2. Flow schema

Required field. When you click on the Flow schema field, a drop-down list opens from which the Flow is selected. If the required flow is not in the drop-down list, use the Flow schema field as a search field.

How to create a new Flow can be found here.

1.3. Description

Here you enter the description of the Chatplan rule.

2.  Opportunities

2.1. Change the Name/Flow schema/Description 

Goal

 Change the Name/Flow schema/Description 

Goal

 Change the Name/Flow schema/Description 

Preconditions

  1. Access to the Admin application;

  2. Access to the Chatplan section in the Admin application;

  3. Permission to edit or create in the Chatplan section;

  4. Having at least one Chatplan or creating a new one.

Steps

 

  1. Click on the field you want to change.

  2. Make the necessary changes

  3. Click the Save button

Result

Data saved.