What is a Pipeline in Botamation?
A Pipeline is like a visual board (similar to Trello or a sales CRM) that represents stages in a journey — like:
- New Lead
- Contacted
- Interested
- Converted
- Follow-up
Each user moves through these stages as they interact with your chatbot.
Key Features:
- Easily manage conversations.
- Trigger automations based on stage.
- Track where users are dropping off.
- Filter users by stage for broadcasting.
How to Create a Pipeline in Botamation
Click Pipelines
Click Add to create new pipeline
How to add stage in pipeline
Click Add stage to add a new stage
You can create multiple stages in the pipeline
You can change permissions like (View , Edit and Delete) in pipelines
