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How to design your first chatbot conversation flow

CMChatMakeee Team Sep 16, 2026 6 min read

A ChatMakeee chatbot is a list of questions. There are no logic blocks and no conditions to write: you decide the questions a visitor answers, in the order you want them asked. Everything else — lead capture, booking, and the finished conversation — is handled for you.

Start from a template or a blank flow

You have two starting points:

  • Pick a template. The library includes templates for Real Estate, Salons and Spas, Home Services, Consulting, Medical, Fitness, Automotive, Restaurants, SaaS and B2B, plus general flows for Customer Care, Sales, Support, Feedback, and Information requests. Each template is a real flow with a welcome message, questions, and follow-ups already written.
  • Start blank. Add your questions from scratch, one at a time.

From either place, every question and option can be edited in the builder.

Choose your question types

Add a question and pick its answer type:

  • Name, Email, Phone — capture contact details as structured lead fields.
  • Text — an open question for anything free-form.
  • Number — for a numeric answer such as a budget or guest count.
  • Select — one choice from your options.
  • Multi-select — allow more than one choice.
  • Message — free text like a note or description.
  • Date — pick a date.
  • Meeting — a booking step that opens your real availability inside the chat.

Each question is numbered (1, 2, 3...) so the flow always reads top to bottom.

Route with answer options, not if/else

On a Select or Multi-select question, every option can open its own follow-up questions. Find the option and press ‘+ flow’ to add child questions nested under it.

Example: your first question is “Are you buying or selling a home?” The “Buying” option gets its own flow (area, budget, viewing slot). The “Selling” option gets a different flow (property type, timeline, contact). A visitor only ever sees the questions that apply to their answer — and you never wrote a condition.

Set up lead capture and booking

  • Name, Email, and Phone steps save structured fields to your leads.
  • A Meeting step lets the visitor pick a slot from your availability.
  • You set working hours, time zone, and blocked dates once; the calendar shows only open slots.
  • Finished conversations are saved as leads in your CRM with the full conversation history attached.

Preview and publish

Before going live, preview your flow in the built-in preview for desktop and mobile. Then publish:

  • Embed the widget. Copy one line of code and paste it before the closing </body> tag of your site.
  • Publish a shareable link. A public page running the same flow, shareable anywhere.

Changes you make in the builder apply to the published flow — update a question, reorder, or add a follow-up at any time.

Frequently asked questions

Do I need technical skills to build a flow?

No. Questions, answer options, and the "+ flow" follow-ups are the entire building experience.

Can I edit a template?

Yes. Open any template in the builder and change every question and option to match your business.

Where do the answers go?

Every finished conversation is saved as a lead in your CRM, with the full conversation history attached.

Don't let another visitor walk away without booking.

Go live tonight — copy one line of code, no credit card, no developer. Your flow starts capturing leads and booking appointments while you sleep.

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