Creating a Chatbot Flow in DMLY

This guide walks you step-by-step through creating a chatbot in DMLY using Automation Rules. You can build simple keyword bots or advanced automated flows with conditions, tagging, and staff assignment.

VIDEO GUIDE:

🚀 Step 1: Go to Automations

1. Log in to your DMLY dashboard

2. Click Automations from the left menu

3. Click + Add Rule

🆕 Step 2: Create a New Rule

You have two options:

Option A: Use a Template

Choose from pre-built chatbot templates (WhatsApp, Instagram, Messenger, Telegram, Web).

Option B: Create Rule from Scratch

Click Create rule from scratch.

For full control, we recommend starting from scratch.

⚙ Step 3: Configure Rule Settings

1⃣ Name Your Bot

Change Untitled Automation Rule to something descriptive like:

• Welcome Bot

• FAQ Bot

• Lead Qualification Bot

2⃣ Select Folder (Category)

Choose where the bot should work:

• WhatsApp

• Messenger

• Instagram

• Telegram

• Web

• Customer Experience

• Manual

Click Save.

The Category function is simply telling your bot what folder to live. The channel a bot works on depends on the trigger sets for it.

⚡ Step 4: Set the Trigger

Under Trigger, choose when the bot should activate.

Common triggers:

• Incoming Messages (most common for chatbots)

• When a Contact is Created

• When Tag is Added

• When Contact Status Changes

For chatbot flows, select:

👉 Incoming Messages

🔁 Override Human Agent (Optional but Important)

Enable Override Human Agent if:

• You want automation to run even when a chat is assigned to staff

• You want the bot active in open or unassigned chats

If disabled, automation only runs when chat is marked “Closed.”

🔎 Step 5: Add Conditions (Optional)

Conditions control when the chatbot replies.

Click Add Condition.

Examples:

Keyword Bot

• Field: Incoming Message

• Operator: Contains

• Value: “pricing”

Time-Based Rule

• Field: Message received time

• Operator: is between

• Value: 9:00 AM – 6:00 PM

You can choose:

• All (AND) → All conditions must match

• Any (OR) → At least one must match

🎬 Step 6: Add Actions (Bot Responses)

Click Actions → Select Action

Common chatbot actions:

💬 Send Message

• Send WhatsApp message

• Send Interactive Message (Buttons)

• Send Interactive Message (List Options)

• Send Media

👥 Assign Chat

• Auto-Assign Chat to Staff (Round Robin)

🏷 Tag Contact

• Add Contact Tags (e.g., “Interested”, “Hot Lead”)

💾 Save Response

• Save customer reply to a custom field

You can stack multiple actions in sequence.

Example Basic Chatbot Flow:

1. Send WhatsApp Message

2. Add Contact Tag

3. Auto Assign Chat to Staff

🔄 Step 7: Arrange Action Order

Use the arrow buttons to move actions up or down.

The bot executes actions in order from top to bottom.

💾 Step 8: Save & Publish

1. Click Save

2. Enable Publish Rule

Your chatbot is now live 🎉

📌 Example: Simple Welcome Bot

Trigger:

• Incoming WhatsApp Message

Condition:

• None (or “Message equals hi”)

Actions:

1. Send Message: “Welcome to our business! How can we help you?”

2. Add Tag: New Lead

3. Auto-Assign Chat to Sales Team

📌 Example: FAQ Keyword Bot

Trigger:

• Incoming Message

Condition:

• Incoming Message contains “pricing”

Action:

• Send Message with pricing details

• Send Buttons (Book Demo / Talk to Sales)

🧠 Pro Tips

✔ Use tags to track user intent
✔ Use interactive buttons to increase engagement
✔ Enable Override Human Agent if bot must always respond
✔ Test with your own number before going live
✔ Separate bots per use case (Welcome, FAQ, After-Hours, etc.)

🔧 Advanced Chatbot Ideas

• After-hours auto reply

• Lead qualification flow

• Appointment booking flow

• Abandoned inquiry follow-up

• Escalation bot (based on keywords like “complaint”)

📊 Channels Supported

You can create bots for:

• WhatsApp

• Instagram

• Messenger

• Telegram

• Web Live Chat

Each channel uses the same automation logic.

✅ Final Checklist

Before going live:

• Rule named properly

• Correct channel selected

• Trigger set

• Conditions configured (if needed)

• Actions added in correct order

• Rule published