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OttBot Build
The visual automation engine
Design the logic behind your customer journeys in one visual studio. OttBot Build lets teams create workflows, review them in plain English, and deploy them to OttBot Connect or OttBot Data when they are ready to run.
Automation logic gets messy when every channel is managed separately.
Campaign flows, qualification steps, CRM actions, support triage, and follow-up rules often end up scattered across tools and teams. That makes every change harder to review, harder to repeat, and harder to measure.
Describe the outcome. Shape the workflow. Deploy with confidence.
Describe what you need
Tell the AI Workflow Copilot what the automation should do, and it drafts the workflow structure for you.
Refine visually
Adjust the generated flow on the canvas with triggers, decisions, messages, CRM actions, waits, forms, and follow-ups.
Review and deploy
Check the plain-English instructions, then send customer workflows to Connect and CRM/data workflows to Data.
Start with the outcome, not a blank canvas.
The AI Workflow Copilot lets users describe the result they want, then turns that request into an editable workflow template on the canvas.
It creates the first structure for them, including real widgets and connections, while marking the decisions that still need human judgement: thresholds, wording, CRM fields, and approval points.
From idea to workflow canvas.
The Workflow Editor is where teams assemble triggers, decisions, responses, CRM actions, email steps, and data updates into a flow that can be saved, reviewed, deployed, undeployed, and improved.
- Widget palette, canvas, and properties panel for structured workflow design
- AI Workflow Copilot for drafting and improving automation ideas
- Save, load, deploy, undeploy, and cancel active runs where supported
Build designs. Connect and Data run.
Together, Build, Connect, and Data let a business design once, run in the right place, and keep customer state aligned.
Deploy to OttBot Connect
Use Connect when the workflow starts from a live customer channel such as Instagram, Messenger, WhatsApp, Threads, website chat, or email. Connect receives the customer interaction and follows the workflow instructions Build deployed.
Deploy to OttBot Data
Use Data when the workflow starts from CRM events such as a contact being created, a field changing, a list update, or a data-driven follow-up rule. Data owns the CRM records and runs the CRM-aware automation.
Know what is saved, live, and working.
OttBot Build gives teams visibility into saved workflows, deployment state, execution activity, monthly usage, cross-app performance, and workflow action history.
- Saved and deployed workflowsSee what is drafted, live, test deployed, or undeployed.
- Execution trendsTrack workflow activity by day, week, platform, and action.
- Usage and quota visibilityUnderstand monthly execution usage before it becomes a surprise.
- Cross-app execution logsInspect conversations, actions, statuses, and timestamps.
Map the whole automation estate.
Workflow Manager helps teams see how workflows relate to platforms, CRM fields, lists, and other workflows. It supports planning, governance, and gap analysis so teams can move from isolated automations to a connected operating model.
The AI workflow agent can help review existing workflows, surface gaps, and generate prompts for new workflow ideas.
Designed for governed, AI-callable integrations.
OttBot's managed MCP registry gives the ecosystem a structured way to describe apps, capabilities, tools, permissions, service tokens, and action schemas.
For customers, that means the platform is being built for controlled cross-app automation rather than brittle one-off integrations.
Workflow logic for marketing, sales, and support.
Marketing
Design nurture flows, lead capture follow-ups, campaign logic, segmented outreach, and compliance-safe communication.
Sales
Build qualification flows, quote or booking request journeys, after-hours triage, and structured lead follow-up.
Support
Design triage, escalation, handoff, and customer-service response logic that can run consistently across channels.
OttBot Build — Your Questions Answered
Is OttBot Build available now?
Yes. OttBot Build is available today as the visual workflow builder for the OttBot ecosystem.
Can I use OttBot Build on its own?
You can design, save, and review workflows in Build, but a workflow needs a runtime target before it can act on real customers or CRM data. Customer-channel workflows deploy to OttBot Connect, and CRM/data-event workflows deploy to OttBot Data.
Who is OttBot Build for?
OttBot Build is for operations teams, marketing teams, agencies, automation leads, and technical stakeholders who need repeatable workflow logic without turning every change into a custom development project.
How does OttBot Build work with OttBot Data?
OttBot Data is the CRM and data workflow engine. Build designs the logic; Data stores contacts, lists, fields, templates, and CRM-triggered workflow execution.
How does OttBot Build work with OttBot Connect?
OttBot Connect owns live customer channels. Build deploys customer-channel workflow instructions to Connect so the live bot can follow the designed flow when messages, comments, emails, or website chat events arrive.
Ready To Design Workflows That Actually Run?
Start with OttBot Build, connect it to the right runtime, and give your team one clear place to design, deploy, and improve automation.