Actions & automation
Flows
Guided conversations with buttons, questions, conditions, API calls and AI steps, drawn on a canvas.
Open Build → Flows and click New flow. Start from the example menu or an empty canvas.
Steps
| Step | What it does |
|---|---|
| Message | Sends text. Add up to 10 buttons; each button gets its own path. The tapped button is saved as {{choice}}. Connect Anything else to handle other replies. |
| Question | Asks something and saves the answer in a variable (e.g. email). Choose the expected answer — text, email, phone or number — and the customer is asked again if it doesn't fit. |
| Condition | Goes to Yes or No depending on an answer (is, contains, is answered, more/less than) or the channel. |
| Save lead | Saves name, email and phone answers as a lead; other answers go in the notes. |
| AI answers | Ends the flow and lets the AI reply, with an optional instruction such as Recommend a plan for {{team_size}} people. |
| Hand to team | Ends the flow and passes the chat to your team (optionally a specific department). |
| API call | Runs one of your actions, saves fields of the answer into variables and continues on OK or Failed. |
Drag from the dot on the right of a step to another step to connect them. Use {{name}} and any saved answer in your texts.
When a flow starts
- Keywords — when the customer's message contains one of them, like
menuororder status. - When a new chat starts — on the customer's first message; anything you send before an AI step is shown above the AI's answer.
Pick channels to limit a flow to, for example, WhatsApp only.
On WhatsApp and other apps
Buttons show as a numbered list. Customers can reply with the number or the words.
Never stuck
Typing stop leaves a flow. A reply that isn't one of the buttons goes to the AI (unless you connected Anything else), and two invalid answers to a question hand over to the AI too. Flow steps use no AI credits.
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