Salesbot — Video Tutorial Script
Video Info
- Duration: ~8 minutes
- Target Audience: Users who want to build automated conversation flows and chatbot experiences
- Prerequisites: Logged into DOLU.ai, at least one channel connected
Script
Scene 1: Introduction (0:00-0:20)
Narrator: "Welcome back to DOLU.ai. In this video, you will learn how to use the Salesbot — a visual drag-and-drop builder for creating automated conversation flows. We will cover the node editor, available node types, triggers, testing, publishing, and using templates. Let's get started." Screen: DOLU.ai logo and intro animation displayed
Scene 2: Accessing the Salesbot Module (0:20-0:50)
Narrator: "Click 'Salesbot' in the left sidebar. You will see the Salesbot dashboard listing all your bots — both active and draft." Screen: Salesbot page loads — list of bots with status badges: Active, Draft, Paused Action: Click "Salesbot" in the left sidebar — page loads
Narrator: "Each bot card shows its name, the number of conversations it has handled, the active channels, and its current status." Screen: Bot cards with metrics visible Action: Hover over bot cards to show summary statistics
Scene 3: Creating a New Bot (0:50-1:40)
Narrator: "Click 'Create Bot' in the top-right corner. You have two options: start from scratch with a blank canvas, or choose from a library of pre-built templates." Screen: "Create Bot" button — creation dialog with "Blank" and "Templates" tabs Action: Click "Create Bot" — dialog opens
Narrator: "Let's start from scratch. Click 'Blank Bot', give it a name — for example, 'Welcome Flow' — and click 'Create'." Screen: Enter bot name — "Welcome Flow" typed Action: Type "Welcome Flow" — click "Create" — visual flow editor opens
Narrator: "The canvas opens with a single 'Start' node. This is the entry point of your bot flow. Everything begins here." Screen: Visual flow editor with a blank canvas and one green "Start" node in the center Action: Canvas loads — Start node is highlighted
Scene 4: Understanding Nodes (1:40-3:00)
Narrator: "On the left panel, you see the node library. These are the building blocks of your bot. Let's walk through each type." Screen: Left panel showing node categories and types Action: Expand the node library panel
Narrator: "The 'Message' node sends a text message to the customer. Drag it onto the canvas and connect it to the Start node." Screen: Drag a Message node from the panel onto the canvas Action: Click and drag "Message" node — drop it to the right of Start — a connection line appears automatically
Narrator: "Click the Message node to configure it. Type the message your bot should send — for example, 'Hi! Welcome to Acme. How can I help you today?' You can add buttons for the customer to choose from." Screen: Message node configuration panel opens on the right — text field and button editor Action: Type greeting message — click "Add Button" — type "Product Info" for button 1 — type "Talk to Human" for button 2
Narrator: "The 'Condition' node lets you branch the flow based on customer input or contact data. For example, if the customer clicked 'Product Info', go one way; if they clicked 'Talk to Human', go another." Screen: Drag a Condition node onto the canvas — connect it to the Message node Action: Drag Condition node — configure condition: "If button clicked = Product Info" → one path, "Else" → another path
Narrator: "The 'Action' node performs operations like assigning a conversation, adding a tag, creating a deal, or updating a contact field." Screen: Drag an Action node onto one of the condition branches Action: Configure Action node — select "Add Tag" — type "Interested in Products"
Narrator: "The 'Wait' node pauses the flow for a specified duration. This is useful when you want to send a follow-up message after a delay — for example, wait 24 hours, then send a reminder." Screen: Drag a Wait node — configure it to wait 24 hours Action: Set wait duration to 24 hours — connect to a follow-up Message node
Narrator: "The 'Webhook' node sends data to an external URL. Use this to integrate with third-party systems — for example, trigger an action in your CRM, ERP, or notification service." Screen: Drag a Webhook node — configure URL and payload Action: Enter a webhook URL — configure JSON payload with contact data
Scene 5: Building a Complete Flow (3:00-4:20)
Narrator: "Let's build a complete welcome flow. We already have the Start node connected to a greeting Message with two buttons. Now let's build out both paths." Screen: Canvas showing the flow built so far: Start → Message (with buttons) → Condition Action: Overview of the current flow
Narrator: "For the 'Product Info' path: add a Message node that describes your top products, followed by another Message asking if the customer wants to schedule a demo." Screen: Add Message nodes to the Product Info branch Action: Drag two Message nodes — connect them in sequence — configure text for product info and demo question
Narrator: "Add buttons to the demo question: 'Yes, schedule a demo' and 'No thanks'. If they choose yes, add an Action node to create a deal and assign the conversation to your sales team." Screen: Add buttons — add Condition node — add Action node for deal creation Action: Configure buttons — wire up condition — configure Action: "Create Deal" and "Assign to Sales Team"
Narrator: "For the 'Talk to Human' path: add an Action node that immediately assigns the conversation to a human agent, followed by a Message node saying 'Let me connect you with a team member right away.'" Screen: Build the human handoff path Action: Add Action node for assignment — add Message node with handoff text — connect nodes
Narrator: "End each path with an 'End' node. This signals that the bot flow is complete for that branch." Screen: Add End nodes to each branch Action: Drag End nodes — connect them to the final nodes on each path
Scene 6: Triggers (4:20-5:10)
Narrator: "Your bot needs a trigger to know when to start. Click on the Start node to configure its trigger." Screen: Click Start node — trigger configuration panel opens on the right Action: Click Start node — settings panel appears
Narrator: "Available triggers include: 'New Conversation' — the bot starts whenever a customer begins a new conversation. 'Keyword Match' — the bot activates when a customer types a specific word like 'help' or 'pricing'. 'Channel-specific' — the bot runs only on certain channels like WhatsApp or the web widget." Screen: Trigger type dropdown showing options: New Conversation, Keyword Match, Channel-Specific, Schedule, Manual Action: Click through each trigger type to show its configuration options
Narrator: "Let's set this bot to trigger on new conversations from the web widget only. Select 'New Conversation' as the trigger type and check 'Web Widget' in the channel filter." Screen: Select "New Conversation" — check "Web Widget" in channel filter Action: Configure trigger — click Save
Narrator: "You can also combine triggers. For example, trigger on new conversations AND when the customer types 'help' as a fallback." Screen: Add second trigger — Keyword Match with "help" keyword Action: Click "Add Trigger" — configure keyword trigger — save
Scene 7: Testing the Bot (5:10-6:00)
Narrator: "Before publishing, always test your bot. Click the 'Test' button in the top-right corner of the editor." Screen: "Test" button highlighted in the editor toolbar Action: Click "Test" — test chat window opens on the right side
Narrator: "The test window simulates a customer conversation. The bot sends its greeting message and displays the buttons. Click a button to follow that path through the flow." Screen: Test window shows greeting message with "Product Info" and "Talk to Human" buttons Action: Click "Product Info" — bot responds with product information — next message appears with demo question
Narrator: "As you interact with the test, the flow editor highlights the active node in real time. This makes it easy to see which path is being followed and debug any issues." Screen: Canvas zooms to show the active node highlighted in blue as the test progresses Action: Watch the highlighting move from node to node during the test conversation
Narrator: "If something isn't working as expected, close the test, adjust the node configuration, and test again. Iterate until the flow works perfectly." Screen: Close test window — edit a Message node — reopen test — verify fix Action: Quick edit-and-retest cycle demonstrated
Scene 8: Publishing the Bot (6:00-6:40)
Narrator: "When you are satisfied with the flow, click 'Publish' to make it live. The bot will immediately start handling conversations on the configured channels and triggers." Screen: "Publish" button in the editor toolbar — click to publish Action: Click "Publish" — confirmation dialog: "Your bot 'Welcome Flow' will go live on Web Widget. Publish now?"
Narrator: "Click 'Confirm' to publish. The bot's status changes from 'Draft' to 'Active' and it starts processing conversations immediately." Screen: Click "Confirm" — status badge changes from yellow "Draft" to green "Active" Action: Confirm publish — observe status change
Narrator: "You can pause a live bot at any time by clicking 'Pause'. This stops the bot from triggering on new conversations but does not interrupt any conversations already in progress." Screen: "Pause" button appears where "Publish" was — click to pause Action: Show the Pause button — demonstrate clicking it — status changes to "Paused"
Narrator: "To make changes to a live bot, click 'Edit'. DOLU.ai creates a draft version so your live bot continues running while you make updates. When ready, publish the updated version." Screen: Click "Edit" on a live bot — draft version created — banner: "Editing draft — live version still active" Action: Click Edit — observe the draft banner
Scene 9: Using Templates (6:40-7:40)
Narrator: "Building bots from scratch is powerful, but templates can save you significant time. Go back to the Salesbot dashboard and click 'Create Bot', then select the 'Templates' tab." Screen: Salesbot dashboard — click "Create Bot" — switch to "Templates" tab Action: Click Create Bot — click Templates tab — template gallery displayed
Narrator: "DOLU.ai offers templates for common use cases: Welcome Flow, Lead Qualification, Appointment Booking, Product Recommendation, Support Ticket Creation, and Feedback Collection." Screen: Template gallery with cards for each template — preview and description shown Action: Browse through templates — hover over each to see previews
Narrator: "Click on a template to preview its full flow. You can see every node, message, and condition before you use it." Screen: Click "Lead Qualification" template — full flow preview displayed Action: Click template — flow diagram shows: Greeting → Industry Question → Budget Question → Score Calculation → Route to Sales or Nurture
Narrator: "Click 'Use Template' to create a new bot based on this flow. All nodes are fully editable — customize the messages, conditions, and actions to match your business." Screen: Click "Use Template" — bot editor opens with the pre-built flow — all nodes editable Action: Click "Use Template" — editor opens — click a Message node — customize the text
Narrator: "Templates are a great starting point. Customize them to fit your brand voice, product names, and business logic, then publish." Screen: Customized template ready for publishing — "Publish" button visible Action: Make a few edits — click Publish — bot goes live
Scene 10: Closing (7:40-8:00)
Narrator: "You now know how to build powerful automated conversation flows with the DOLU.ai Salesbot. From simple welcome messages to complex multi-branch qualification flows, the visual builder makes it easy to create bots without writing any code. In the next video, we will cover channel settings. See you there!" Screen: DOLU.ai logo with text overlay: "Next Video: Channel Settings"
Summary
What you learned in this video:
- How to create a new bot from scratch or using templates
- The five node types: Message, Condition, Action, Wait, and Webhook
- How to build complete conversation flows with branching paths
- How to configure triggers (New Conversation, Keyword Match, Channel-Specific)
- How to test bot flows with the built-in simulator
- How to publish, pause, and edit live bots
- How to use and customize pre-built templates
Next Video
Channel Settings — Connect WhatsApp, Instagram, Telegram, Email, SMS, and your web widget.