When you enter Paloma for the first time, you'll be taken to the New Experience setup screen, where you can choose to either select a Template, or New Conversation to start from scratch. (You can also access this page by selecting Create New from the left hand navigation)

Templates are a great way to start, enabling you to see the general framework for the conversation we recommend, but this tutorial will walk you through how to build one from scratch.

Once you've selected New Conversation, choose Start Building 👇

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Now that you're in the builder, name your conversation, and you can start building!

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Building the conversation

Add your questions

To ask a customer a question, and help customers respond:

  1. Drag and drop a Text Message from the Elements menu and type in your question
  2. Drag and drop a Customer Selection to Respond in Conversation and type in their first selection
  3. Select the plus sign from the menu below to add additional response options
  4. Repeat steps 1 through 3 until all of your questions are in the conversation

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Acknowledge your customer selections

When taking a customer through an educational sales conversation, it's important to acknowledge their responses, giving you an opportunity to speak to how your product can help them specifically. You won't need to do this for every selection, but consider where it's most impactful.

To do this:

  1. Select a Customer Response in your conversation, and choose the Settings icon from the menu