Tutorial Details
How to Set Up a Pipeline in Eyaana?
🧾 What is a Pipeline?
In Eyaana, a pipeline lets you manage multiple bots, brands, or departments — each with its own behavior, style, and platform integration — all from one unified dashboard.
Use Cases:
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Different bots for WhatsApp, Website, Messenger, etc.
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Unique behavior for sales, support, or lead generation bots
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Separate setup for multiple companies under your account
🚀 Step-by-Step Setup Guide
🛠️ Step 1: Create a New Pipeline
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Login to your Eyaana dashboard.
Figure : Login
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Go to Settings > Pipeline
Figure: Settings Menu
Figure: Various Setting Items
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Click “Add New Pipeline”
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Enter:
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Name (e.g., “Website Sales Bot”)
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Description (optional)
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(Optional) Link a Meeting Room to offer booking slots via this pipeline.
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Click Create
Figure: Adding a new pipeline
✅ Your pipeline is now active and ready for customization!
🤖 Step 2: Add Bots & Channels
Once your pipeline is created:
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Click into the pipeline.
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Select the channel (e.g., Website, WhatsApp, Instagram).
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Add the AI bot you want to use. Please not you need to add channel first before adding bot
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The connected bots/channels will now appear under the pipeline.
Figure: Channel and Bot added to a pipeline
🧩 Step 3: Customize Your Pipeline
Click into your pipeline to configure it using the following tabs:
🔧 A. Basic Settings
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Set the chat widget color to match your brand.
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Example: Choose red to match your brand palette.
Figure: Pipeline customization (Basic Tab)
🎨 B. Design Settings
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Customize the appearance of the chat widget:
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Button Icon – Choose from presets or upload custom icon
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Button Position – Left, right, floating, fixed
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Chat Window Style – Default or minimal
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Widget Shape – Rounded or square
Figure: Pipeline Customization > Design
💬 C. Chat Settings
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Update the welcome message
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Add sample questions or prompts to guide users
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Preview updates live on the right side of the screen
📝 Pro Tip: Stick to simple edits — leave advanced settings at default unless needed.
Figure: Pipeline Customization > Chat
📲 D. Channel-Specific Tabs
Each pipeline has channel-specific configurations, such as:
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WhatsApp
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Messenger
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Instagram
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Website
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Voice/Sound
You can adjust language, flow routing, escalation settings, and more per channel.
🏁 Final Notes
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Pipelines only need to be configured once per setup
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You can edit, clone, or deactivate them at any time
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For large teams or multi-brand businesses, pipelines keep your operations organized
📞 Need Help?
If you’re unsure how to set up or customize a pipeline, contact support:
📧 Email: info@eyaana.com
📚 Use Wisemind in Eyaana Solution
Do you need help?
Having trouble Using or understanding any feature? Take help from Wisemind, Your help agent inside Eyaana Dashboard. You can also book a demo with us or email us Info@eyaana.com.
