Skip to main content

Templates for your Decision Tree, and now you can also launch it by hand

· 2 min read
Hola Tienda

Three new additions to the Decision Tree extension: save and reuse your trees as templates, add an open-ended question to any flow, and launch a tree manually whenever you decide — perfect for surveys or one-off questions outside the automatic flow.

Reusable templates​

If you manage several assistants (or just want a ready-made starting point), you can now save any tree as a template and open it later on the same assistant or any other. From the tree canvas, the "Save" button has a small menu with three options:

  • Save as template — saves the current tree under its name, ready to reuse.
  • Open template — search through your saved templates and load one onto the canvas.
  • New canvas — start from scratch, with the option to save the current tree as a template first before clearing it.

New action: "Capture response"​

Besides capturing specific opportunity fields (name, email, etc.), you can now add a node that simply asks the visitor an open question and saves their reply in the conversation — great for short surveys or qualifying questions you don't need mapped to any customer field.

Start a tree manually​

Until now, the tree only ever triggered automatically at the start of each conversation. Now, as an advisor, you can start any saved template at any point during an ongoing conversation, from the chat's "+" button. While the visitor goes through that flow, your chat is temporarily locked (so you don't interfere) and the generative AI pauses — as soon as the visitor finishes, everything goes back to normal automatically.

More details in Smart Assistant and Extensions.