Document Node - Learn all about it.

This node enables you to upload a brochure or presentation of your business which can be in a pdf, excel or doc format.

Once you are within the Chatflow interface you will be able to see the "Document Node" under the Basic Message category on the right hand side of the page.

How and Where to use?


  • Click on the Document Node from the Node's Drawer on the right side of the screen
  • Drag the node in the Chatflow canvas
  • Now click on the node in the canvas it will select the node and also open a properties drawer on the right side of the screen. This drawer will allow you to change the settings and properties of the selected node. node-drawer.jpg
  • On the property drawer the first property is "Node Title". This allows you to rename the text written on the node. This helps you to identify the purpose of the node in the chatflow. The text written on the node title does not get printed in the conversation.
  • For this example we will enter "Business Brochure" as the node title.
  • We recommend that you keep the size of the file within 6 mb for it to get uploaded real soon.
  • Click on "Upload a File" below the Node Title field
  • Upload the document
  • You can also rename this document in the "Document Details" field and this name will be visible to your customers.

Below this you will be able to see Additional Options

Additional Options

Mark Node as Start Node

When you select this option, the chatbot will consider this node as the starting message of the conversation.

Mark as end node

If you checkbox this, the chatbot will consider this node as the end message of the conversation

Assign enquiry at this step based on a preset rule

On choosing this option, automatically your inquiries will be assigned to your team members based on some preset rules. You can distribute the leads from "Lead Management" option in Settings and select "Lead Distribution Rules"

Skip this message while going reverse in chat flow through “#” response.

If a customer wants to go reverse in a chatflow instead of going forward he can do so by replying with a "#". This feature gets enabled on checkboxing this option.

Stop Auto-Reminder after this message

There are certain settings in our chatflow which allows you to send automated reminders to your customers. You can enable this from the Settings option located at the bottom of the Chatflow interface. If you do not want the auto reminders to be sent for a particular message then you can select this option.

Re-send message on invalid response from user

If the customer sends a message apart from the expected message then using this option you can send the same message again so that the customer can understand which type of response you want from him.

Jump to the next message

When you checkbox this option, the chatbot does not wait for the user to respond. It directly jumps to the next message