Visual Flow Builder
Design multi-step automated conversation journeys with a drag-and-drop canvas.
Getting Started
Go to Flows > New Flow. Creating and editing flows requires Admin or Manager role.
The canvas is a visual drag-and-drop editor.
Trigger Nodes
A Trigger node defines what starts the flow. Supported triggers:
New Conversation, Incoming Message, Keyword Match, Button Reply, Contact Created, Label Added, Lead Status Changed, Conversation Resolved, Conversation Assigned, No Reply (after a delay).
Action Nodes
Action nodes define what the flow does: send a message, update a contact, delay, make a webhook call, assign an agent, or add a tag.
Condition Nodes
Condition nodes add branching logic based on contact field values or message content.
Building and Managing Flows
Connect nodes by dragging between them.
Use the Activate/Deactivate toggle on the flow detail page to enable or disable a flow.
The flows list shows: Name, Trigger type, Run count, and Active/Inactive status.
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