1
What is a Workspace?
Learn what a Samy workspace is and how it helps organize your bots and settings.
Basic
Samy Basic Courses
Transform your business with Samy's all-in-one platform in this free, hands-on training. Learn all the basics about Samy Platform.
Module 1 — Foundations & E-Commerce
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Workspace Settings
Set up general workspace preferences — default languages, time zones, and branding.
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User Settings
Manage your personal account — name, email, and password settings.
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How to Get Support
Comprehensive overview of the available support options and documentation resources.
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How to Create API Key
Guide on how to create and utilize API keys for accessing and managing various API calls.
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How to Join the Referral Program
How to earn passive income through the Samy referral program.
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My Contents Overview
Overview of the dashboard's key components focusing on the My Contents tab.
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Mini App Overview
Explores how to build, customize, and deploy mini apps — both JSON-based and flow-based.
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How to Create a Template
Process of designing, customizing, and sharing chatbot templates effectively.
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How to Create Email Template
Designing email templates with a user-friendly interface that integrates into your chatbots.
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E-commerce Overview
Overview of how to seamlessly integrate an e-commerce environment within the chatbot platform.
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How to Create a Product
Steps involved in creating products and optimizing product listings effectively.
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How to Create and Use Collection
How to create both manual and automated collections with clear steps and key features.
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How to Create a Discount Code
How to set up various types of discounts, customize their parameters, and schedule their activation.
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How to View and Manage Shopping Cart
How to monitor customer activity related to items added to shopping carts but not yet purchased.
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How to Set Persona In Facebook Flow
How to use the Persona feature in Facebook Flow to give bots a human-like identity — creating, editing, and assigning personas.
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Set up Greetings & Ice Breakers
How to set up greeting tags and icebreakers for a Facebook bot — adding greeting texts and configuring icebreaker questions.
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How to Use ShortCuts
How to use the shortcuts tool to improve efficiency when replying to users in live chat — creating shortcuts with fixed or dynamic content.
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Subflow Type - Workflow & Function Flow
Explains different types of subflows — general reset flow, workflow, and function flow — and how to create and use them.
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How to use Trigger
Explains triggers in automation workflows — types of events (conversation open, done, tag changes, subscriptions) and how to add them.
Module 2 — Business Integrations
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Manage Your Business Stores Details
Detailed overview of configuring your e-commerce store settings.
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How to Find the App Store and Install Mini App
Step-by-step overview of how to install mini apps within a workspace environment.
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Integration Overview
Overview of the platform's extensive integration capabilities and key features.
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Phone Number Overview
Overview of the process and features involved when connecting a phone number to your workspace account.
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How to Connect Paypal Account
Connecting your PayPal account to Samy — a straightforward process for payment integration.
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How to Integrate Slack into Your Workspace
Setting up an app, enabling incoming webhooks, and configuring your workspace to receive Slack notifications.
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How to Connect Stripe Account
Clear step-by-step overview of how to connect your Stripe account efficiently.
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What is Bot Admin?
How to add an admin mode to a chatbot — setting up admin users, creating conditional flows based on admin status.
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How to Display Ecommerce Products
How to display products using two solutions: filters/conditions or retrieving multiple products with action steps and for-each loops.
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Deep Dive into External Request
How to use external requests in the chatbot platform — setting up API calls, configuring headers, mapping responses, handling errors.
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How to use Javascript Function
How to use JavaScript functions within a chatbot template — demonstrated via a rock-paper-scissors game.
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Send Delay Messages
How to send delay messages using five different methods — sequence, broadcast, OTN, and smart delay.
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Google Sheet Integration
Update on the Google Sheets integration — getting multiple rows, deleting/clearing rows, retrieving a random row, pagination and preview mode.
Module 3 — Advanced Automations
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Connect to Your Zapier Account
Simple steps required to connect your platform with Zapier for smooth integration.
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How to Connect Make
Integrating your account with Make (Integromat) as a native feature within your chatbot platform.
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How to Connect Pabbly account
Straightforward process of integrating Pabbly into your automation workflows.
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How to Connect VideoSDK
How to seamlessly integrate your Video SDK Live account into your project.
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How to Connect Google Sheet
Connecting your Google Sheets account to your chatbot for data management and automation.
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How to connect Dialogflow
Connecting Google Dialogflow to your platform — includes notes on recent updates that made the process more complex.
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How to Connect Stripe Account
Connecting your Stripe account for seamless integration with the platform.
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How to Connect Email SMTP
Step-by-step guide on how to connect your email account using SMTP profiles.
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How to Connect Gmail Account
Connecting your Gmail account to a chatbot platform — straightforward integration process.
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How to Connect Your Gmail account by SMTP
How to resolve difficulties connecting Gmail accounts via SMTP profiles — especially when direct Google access isn't available.
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How to Connect Office365 to SMTP Profile
Essential steps to connect your Office 365 account to your chat platform for sending emails.
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How to connect Mailchimp
Integrating your Mailchimp account with a chatbot platform for marketing automation.
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How to Install Templates
How to install and utilize chatbot templates within the platform.
Module 4 — Chatbot Builder Mastery
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Analysing the Performance of your Chatbot
How to monitor and analyze the performance of your chatbots effectively.
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Subflow Type
How to create new subflows within your chatbot and manage them through the flow overview.
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How to Create Folder to Structure Your Flow
How to create folders for organizing the numerous flows in your chatbot project.
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How to Create User Fields
In-depth overview of creating and managing user fields within your platform — types, validation, and usage.
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Creating bot fields
How to create and manage bot fields within the chatbot platform.
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How to Create Tags
Comprehensive guide on managing user data and tags within the chatbot platform.
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Create User Menus
Comprehensive overview of designing custom user menus for Telegram and Messenger.
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Customerize the Flow Builder
How to personalize the Flow Builder to enhance productivity and match your aesthetic preferences.
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What is the Question Block? How to Use it
In-depth explanation of designing dynamic, interactive user engagement flows — question types, response handling, and flow control.
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Actions Overview
Overview of the various actions, integrations, and functionalities available within the chatbot platform.
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How to Create and Use Conditions
Conditions are essential tools for personalized user experiences in modern chatbot design.
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How to Send Emails inside Chatbot
How to seamlessly incorporate email functionalities within chatbot workflows.
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Sending Users to Different Flows
Overview of how to navigate, connect, and send users to different flows within the platform.
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How to Create Workflow
Workflow automation streamlines repetitive tasks, enhances efficiency, and ensures seamless data management.
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How to Create Function Flow
Explores the flow management features in chatbot development — creating function flows for reusable logic.