Bot workflows

Scripted question flows in the Aimogen Pro chatbot, where the bot asks predefined questions and branches on the answers.

A bot workflow scripts part of the conversation: the bot asks defined questions in order, branching on the answers, before or instead of free-form chat.

AI Chatbot › Bot Workflows

AI Chatbot Workflows: The Chatbot Now Asks Predefined Questions Based on User AnswersBuilding a branching question flow.Watch on YouTube

Why script a conversation#

Free-form chat is right when the visitor knows what to ask. A workflow is right when you know what to ask:

Qualifying a lead before handing to sales
Structured triage before a support handoff
A booking or quote flow needing specific fields
Onboarding

The bot asks the questions in a known order, so you get complete, comparable answers rather than whatever the visitor thought to mention.

Configuration#

The flow is stored as a configuration string in Bot Workflow Configuration String, built in the workflow editor.

Each step defines:

Property	Meaning
The question	What the bot asks
Expected answer type	Free text, a choice, or a validated value
Branching	Which step comes next, based on the answer
Storage	Where the answer is kept for later use

Per placement:

[aimogen-chat-form bot_workflow="lead-qualification"]

Designing a flow#

Keep it short. Every question is a chance for the visitor to leave. Four or five is usually the practical limit.

Ask the qualifying question first. If the answer to "are you an existing customer?" changes everything after it, ask it first.

Allow escape. Someone with an unusual question should be able to reach free-form chat rather than being trapped in a script.

Confirm at the end. Repeat what was captured before submitting.

A lead flow:

1. "What are you looking for help with?"
   -> pricing        -> step 2
   -> technical      -> step 4
   -> something else -> free chat

2. "How many sites do you manage?"
3. "What is the best email to send pricing to?"  -> capture -> end

4. "Which plugin version are you on?"
5. "What is happening, and what did you expect?"  -> capture -> handoff

Combining with free chat#

A workflow does not have to own the whole conversation. Common patterns:

Workflow first, then free chat. Qualify, then let the visitor ask anything.
Free chat, workflow on demand. Free chat normally, with the flow triggered when the visitor asks about something specific.
Workflow only. A pure form-like interaction. If that is all you need, consider whether an AI Form is a better fit — it is simpler and cheaper.

Using the answers#

Destination	How
Lead record	Combine with lead capture — answers are stored as `aiomatic_lead` posts
An OmniBlock workflow	Trigger the `ai_chatbot_omniblock` block, which receives the full input
Email	The email extension, or an OmniBlock `send_email` block
A webhook	The webhook extension, or an OmniBlock `send_webhook` block
A CRM	Through the webhook, into your automation platform

Workflows versus OmniBlocks#

They complement each other:

	Bot workflow	OmniBlock
Runs	Inside the conversation	Server-side
Interacts with the visitor	Yes	No
Does work	No	Yes
Good at	Collecting structured input	Processing it

The strong pattern is a bot workflow that collects, then triggers an OmniBlock that acts.

Common problems#

The bot ignores the workflow. The configuration string is not applied to this placement — check the bot_workflow attribute or the global setting.

Branching goes to the wrong step. The answer did not match any branch condition. Add a fallback branch for unexpected answers.

Visitors abandon part-way. The flow is too long, or a question is unclear. Reduce it, and check the first question is one people can answer instantly.

Still stuck? Open a support ticket and include the diagnostics from Aimogen Pro › System & Logs › System Info.