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Buttons in a chat widget

6 steps± 4 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Pick the Approval request example
  3. Step 3 · Link a workflow to each button
  4. Step 4 · Save, test and publish
  5. Step 5 · Ask for the request in the chat
  6. Step 6 · Choose Approve

A chat widget can also ask something: Approve or Reject, or a form to fill in. Every button starts a workflow, with the widget's data and the choice. That way a manager approves a purchase request without leaving the chat. A choice can be made only once, and the agent itself can never press a button.

Watch the whole guide as a video6 steps in one film
Step 1 / 6

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab and you are signed in straight away.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Step 2 / 6

Pick the Approval request example

Click ＋ next to General and choose New chat widget. Choose the Approval request: a card with the request, and below it the Buttons block with Approve and Reject. Give the widget a name.

  1. Click Add to General
Pick the Approval request example · Click Add to General
  1. Click New chat widget
Pick the Approval request example · Click New chat widget
  1. Click Approval request
Pick the Approval request example · Click Approval request
  1. In Widget name, type Purchase request
Pick the Approval request example · In Widget name, type Purchase request
Step 4 / 6

Save, test and publish

Test checks whether the sample data fits the widget; then you can publish. Agents and workflows use the published version.

  1. Click Save
Save, test and publish · Click Save
  1. Click Test
Save, test and publish · Click Test
  1. Click Publish
Save, test and publish · Click Publish
Save, test and publish · Version 1 is active.
Step 5 / 6

Ask for the request in the chat

Open the chat and choose the AI Colleague that may show the widget. Ask for the open request: the agent starts its workflow, and the request appears as a widget, with the buttons below it.

  1. Click Chat
Ask for the request in the chat · Click Chat
  1. Click Purchasing assistant
Ask for the request in the chat · Click Purchasing assistant
  1. In Ask Purchasing assistant something…, type Which purchase request is waiting for me?
Ask for the request in the chat · In Ask Purchasing assistant something…, type Which purchase request is waiting for me?
  1. Click Send
Ask for the request in the chat · Click Send
Ask for the request in the chat · The purchase request, with Approve and Reject.
Step 6 / 6

Choose Approve

Click Approve. The workflow behind the button starts, with the request and your choice. The widget then shows what was chosen, by whom and when; choosing again is not possible. The agent now knows what you chose too.

  1. Click Approve
Choose Approve · Click Approve
Choose Approve · ‘Approve · Ada Street, …’.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).