You could cut the grass in your yard with a pair of scissors. But a lawnmower would be quicker, easier, and would do a better job. Similarly, you could grow your chatbot agency without using the latest tech to help you save time and build better bots. But taking advantage of these latest tools will help you scale your business more quickly and easily! If you're looking to put your marketing agency's growth into overdrive, take advantage of these four chatbot agency tools in Chatfuel.

For building chatbots:

Most successful chatbot agency owners will advise you to choose a niche when you first start out. Why? Because when all your clients require similar solutions, you'll learn exactly what works for that particular sector, so you can design Messenger chatbots that produce results every time. Plus, you can build one basic template for clients in your field of specialization, then simply copy and customize it for each new client you win. Here are two tools to help you in that process.

Global attributes 🌎

Let's say your chatbot agency specializes in building bots for restaurant clients. To get started, you'd build a chatbot template for these clients that has all the basic information and functionalities they typically need—the restaurant's hours, their address, a link to their menu, etc.

So when you get a new restaurant client, you can copy the framework you've already built into a new bot, and then customize it. But that doesn't mean you have to go through and fill in those details every time they appear in the flow. Instead, use global attributes in your main bot template, then fill in their values for that particular client once for the new flow, and they'll populate everywhere.

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Use global attributes to save you time when customizing a chatbot template for a specific client.

Here's the step-by-step on how to use global attributes:

1. Build a chatbot template for the niche you specialize in. Wherever you want to have client-specific information (hours, address, etc.) appear in it, create an attribute, like {{address}}. Use that same attribute anywhere in the flow you'll want the information to appear.

2. Next, go in to the Configure tab for this template bot and locate the Global Attributes section.

3. Click + Add and type in the name of the first global attribute you used in the flow. Make sure to type and spell it exactly the same way as you did in the flow. Do the same for each global attribute you created.

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Turn regular attributes into custom attributes by manually adding them in the Configure tab.

4. Then, when you get a new client in that niche, copy your master template into a new bot for them.

5. Go into the Configure tab for this new bot. In the Value column next to your first global attribute, fill in the value for this client. Next to {{address}}, for example, type in the address of this client's business. Do the same for your other global attributes.

6. Finally, go back to Flows under the Automation tab and click Test this flow in the bottom-right corner. A window will pop up, allowing you to go through the flow and see it as a user will. You'll notice that the client's specific information has been filled in for each global attribute.

Synced Cloning 👬🏽

Or, let's say you get a new client who still fits the niche, but has a few unique needs. Perhaps their Facebook bot will only need to include one section of the bot template you usually use for that niche. In this case, you can use Chatfuel's Synced Cloning feature to copy just one group (or multiple groups, one at a time) of blocks from the template to this new client's chatbot. Then, you can still use global attributes to fill in any details specific to that client.

Synced Cloning also works well if you're building multiple, similar Facebook bots for different locations of the same business. For instance, let's say you got a new client who owns a chain of ten restaurants and wants chatbots for all of them. These ten bots can be exactly the same except for location-specific information like address and hours. Use Synced Cloning to copy each section of the master bot to the clones, and use global attributes to fill in the specific details.

And then, if you ever need to make a change that affects all ten bots (like a new seasonal promotion or a branding change), that's easy. With Synced Cloning, you can update the master template and the changes will be reflected in all ten cloned bots in seconds.

Synced Cloning is one of the many perks of Chatfuel's Premium Agency plan! 👔 Learn more and book a demo.

To use Synced Cloning for any chatbot flows you've built in Blocks under the Automation tab (formerly known as the Automate tab):

  1. Create a master chatbot which will serve as the template from which all synced changes are made.
  2. In this bot, click the three dots next to the name of the group of blocks you want to clone. Select Sync Clone from the menu that appears.
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Synced Cloning is a quick, easy way for you to copy groups or sections of one bot to multiple others.
  1. In the pop-up you'll see next, select the bot you want to clone this group to (your new client's bot) and click Clone.
  2. Next, navigate to that bot to make sure your blocks have been successfully copied.

For sharing chatbots:

After you've built your client's Messenger chatbot, whether it's the first version or the final, you'll want to show them how amazing it is. Fortunately, there are several easy ways to do this in Chatfuel, depending on your plan and your clients' needs.

A white-labeled chatbot agency dashboard 🏷️

If you're a Chatfuel Premium Agency user, clients will be able to sign in to a version of Chatfuel that's been white-labeled for your chatbot marketing agency. (This means the dashboard will have your branding and logo, not ours). You can grant each client access to their bot there so they can check in at any time to see how it's coming along.

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Your agency's white-labeled dashboard will have your branding.

The flow-sharing features 🚀

Got a more hands-off client who just needs to see your final proposed flow? Use the Export to PNG option to send them a static image of the flow you've built in Flows under the Automation tab. They won't be able to edit, copy, or interact with the chatbot this way, but they'll be able to see a full-resolution image of the conversation you've mapped out. They'll also be able to see any notes you've added to the flow to help explain parts of it as needed. (To add a note, just click the note icon that appears when you hover over any card in Flows.)

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You can add private notes to your flow that will appear in the PNG image when you Export to PNG.

Or, you can use the Share Flow feature in the Flows tab. This option basically generates a landing page just for that particular flow. There, viewers will be able to interact with it and see it as a user would, thanks to the Test this flow option that appears in the bottom-right corner of the page. When generating the link, you'll also be able to choose (via checkbox) if you want to allow viewers to duplicate your flow into their own chatbot. Note that the link you generate will be publicly accessible to anyone who has the URL!

To use either of these sharing options:

  1. Select the name of flow you want to share in the left-hand panel of the Flows tab.
  2. Then, click the three-dots icon to the right of the flow's name.
  3. From the menu that appears, click Export to PNG. Then, you can send that image to the client via text, email, etc. for them to view. Or, click Share link to generate the public link you can send to the client.

For optimizing chatbots:

Like we always say here at Chatfuel, a Messenger chatbot isn't a set-and-forget tool. That's why the best chatbot agencies are the ones who regularly monitor the performance) of their clients' bots and continuously optimize them. Here's just one of many ways to do that. ⤵️

Flow stats 📊

When you launch a Facebook Messenger chatbot for a client, don't just cross your fingers and hope it does well. There's a super easy way to see how the chatbot is performing as people interact with it, so you can adjust the flow any time, as needed. For bots built in Flows under the Automation tab, you'll see these four stats at the top of every card in your flow (as soon as at least one user has gone through it):

  • Sent: The total number of times that message was sent to users
  • Delivered: The percentage of times that message was successfully delivered to users
  • Seen: The percentage of times that message was seen by users
  • Clicked: The percentage of users who clicked a button(s) inside the card

So if you notice that one card has a 100% "seen" rate, but only a 25% "clicked" rate, for example, try to understand why users aren't clicking through. Maybe the question the Messenger bot asks on the first card is confusing, or too personal, or not engaging enough to get people to continue on. Use these stats to help you notice bottlenecks or drop-off points like this and adjust accordingly so you can improve and optimize the chatbot's performance.

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Use the built-in statistics in Chatfuel to see how your client's bot is performing client and make tweaks as necessary to improve it.

And if you've built your bot in the Blocks tab, clicking the Show Stats button in the left-hand panel will reveal similar metrics. Under each block, you'll see an 👁️symbol, which shows you how many users saw that block. You'll also see a 👆symbol, which indicates how many users clicked that block.

Want to know more about chatbot tech for agencies?

We've only scraped the surface of all the Chatfuel tools that can help you with running a chatbot agency. If you want access to all of them plus expert guidance on using them well, sign up for our Premium Agency plan. Every Chatfuel tool will be at your disposal, and you and your team will also get free enrollment in our expert-led training course just for agencies, Chatfuel Academy. This month-long course is led by Mary Kathryn Johnson (MKJ), bot-building freelancer turned successful agency CEO and chatbot educator. She covers everything from in-depth chatbot tech to conversational design to prospecting and pitching.

Chatfuel Academy is free for all Chatfuel Premium Agency clients.

(If you're already a client, contact your account manager for information on enrolling.)

👉Not yet a Chatfuel client, but want to take part in the training? Book a demo with our sales team! They'll tell you more about how our Premium Agency plan can help take your agency to the next level with tools and resources like Chatfuel Academy, and many more.