AI Platform – Final System Flow Document
Purpose: This document outlines the full process flow for a business user (admin) to use the AI
platform to build, configure, and deploy AI chatbots for marketing and customer engagement
across multiple channels.
1. Signup & Account Creation
● The user visits the AI platform.
● Signup:
○ Enters email, password, and contact details.
○ Creates an account.
● Verification Email:
○ User receives a verification email and confirms the account.
● Login:
○ Upon successful verification, the user logs in and is redirected to the onboarding
page.
2. Onboarding Process
● Onboarding Page:
○ The user is guided to fill in business-related details.
● Provide Business Details:
○ Company name, size, type, category, and contact information.
● Billing Setup:
○ User selects a subscription plan and enters payment details (if required).
● Channel Selection:
○ The user chooses desired deployment channels (e.g., WhatsApp, Instagram,
LinkedIn).
● Redirect to Dashboard:
○ After completion, the user is redirected to the Main Dashboard.
3. Main Dashboard Access
From the dashboard, the admin can access all modules for building and deploying chatbots.
4. Product Management
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● Admin navigates to Product Management:
○ Adds one or more products with:
■ Name, description, category, key features, benefits, pricing, images.
● Products are stored and linked to campaigns later.
5. Campaign Management
● From the dashboard, the admin accesses Campaign Management:
○ Creates a campaign for selected products.
○ Inside each campaign, Offers can be added (discounts, promotions, etc.).
● Offers include name, value, duration, and type.
● Campaigns and offers will be tied to chatbot logic.
6. Knowledge Base Management
● Admin uploads content that helps train the chatbot:
○ PDF, DOCX, CSV, smart tables, web links, or FAQs.
● Uploaded documents can be linked to specific campaigns.
● This content powers the chatbot’s ability to answer questions accurately.
7. Template Management (Optional/Advanced)
● Admin can create or select AI-enhanced templates for chatbot flow.
● Templates can be preconfigured for specific industries or goals.
● Once ready, templates can also be linked to social media platforms.
8. Agent (Chatbot) Configuration
● Admin configures the chatbot agent:
○ Sets chatbot name, greeting message, personality.
○ Selects chatbot type (sales, support, hybrid).
○ Chooses linked knowledge base and campaigns.
○ Enables rules (e.g., what to avoid), memory, structured output, and user data to
extract (name, email, etc.).
● After saving, admin is redirected to Integration setup.
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9. Integration with Social Media
● Admin sets up integration with selected platforms:
○ WhatsApp, Instagram, LinkedIn.
● Connects APIs, tokens, or credentials as per platform requirements.
● Bot is now ready to be mapped to a specific campaign for each platform.
10. Mapping & Testing
● Admin maps the configured chatbot to an existing campaign.
● This creates a final chatbot-campaign-platform binding.
● Admin is redirected to the Testing Module.
11. Chatbot Testing
● Admin opens the Chat Module.
● Tests chatbot by simulating user interactions.
● Ensures:
○ Correct responses.
○ Offer suggestions.
○ Proper information extraction (e.g., leads).
● Refines configuration as needed.
12. Publish Chatbot
● After successful testing:
○ Admin previews chatbot design and interaction.
○ Confirms settings and publishes the bot.
● Chatbot becomes live on selected platforms.
13. Conversational Monitoring
● In the Conversational Module, admin can:
○ Monitor live or past chatbot interactions.
○ Filter by platform, campaign, or date.
○ View logs of extracted lead data and sales insights.
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● Platform provides visual metrics like:
○ Total conversations.
○ Engagement rate.
○ Conversion rate.
○ Offer interaction.
● Admin can use this data to optimize future campaigns.
14. Template Management (Optional/Advanced)
● Admin can create or select AI-enhanced templates for chatbot flow.
● Templates can be preconfigured for specific industries or goals.
● Once ready, templates can also be linked to social media platforms.
15. Settings & Account Management
● Admin can access Settings to:
○ Manage business info.
○ Update billing and subscription.
○ Switch plans or update payment methods.
○ View subscription renewal dates and history.
