Flow Builder
The Flow Builder is a powerful visual tool that lets you design automated, multi-step conversational chatbots without writing any code. Build intelligent WhatsApp bots with conditions, delays, AI responses, and interactive menus.
Overview
What Can You Build?
- Welcome bots — Greet new contacts automatically
- Lead qualification flows — Ask questions to qualify leads
- Order flows — Guide customers through a purchase process
- Booking bots — Collect appointment details
- FAQ bots — Answer common questions with interactive menus
- Follow-up sequences — Automated drip messaging
Flow Management
Flow List
Navigate to Dashboard → Flow Builder to see all your flows:
| Column | Description |
|---|---|
| Name | Flow name |
| Status | Active / Inactive / Draft |
| Trigger | What activates the flow (keyword, all messages, etc.) |
| Sessions | Number of times the flow has been triggered |
| Last Modified | When the flow was last updated |
Creating a Flow
- Click "Create Flow"
- Enter:
- Flow Name — Descriptive name
- Trigger Type — How the flow is activated
- Trigger Keywords — Specific words that activate the flow (if keyword trigger)
- Click Create to open the visual canvas
The Visual Canvas
The canvas is where you design your chatbot flow:
Adding Nodes
- Click "Add Node" or drag from the node palette
- Connect nodes by dragging from one node's output handle to another's input handle
- Each node represents a step in the conversation
Node Types
| Node | Purpose | Description |
|---|---|---|
| Send Message | Send a message | Send text, image, document, or video to the contact |
| Delay | Wait | Pause the flow for a specified duration (seconds/minutes/hours) |
| Condition | Branch logic | Route the conversation based on the contact's response |
| Ask Question | Collect input | Ask the contact a question and store their response |
| Interactive Menu | Present options | Show a WhatsApp interactive list or button message |
| Set Tag | Tag contact | Add or remove tags on the contact |
| Update Status | Change status | Update the contact's lead status |
| Assign Owner | Assign team member | Route the contact to a specific team member |
| AI Response | AI-generated reply | Use AI to generate a contextual response |
| API Call | External request | Make an HTTP request to an external service |
| End | End flow | Terminate the flow execution |
Connecting Nodes
- Single output — Node connects to one next step
- Multiple outputs — Condition and Menu nodes can branch to different paths based on the response
- Loops — You can create loops for retry logic
Trigger Configuration
| Trigger Type | Description |
|---|---|
| Keyword | Flow activates when contact sends a specific keyword (e.g., "hi", "menu", "help") |
| All Messages | Flow activates on any incoming message (use carefully) |
| Manual | Flow is only triggered manually from the Inbox |
Trigger Priority
If multiple flows have overlapping keywords, the most recently updated flow takes priority. Only one flow can be active for a contact at a time.
Flow Sessions
Each time a flow is triggered for a contact, a Flow Session is created:
| Field | Description |
|---|---|
| Session ID | Unique identifier |
| Contact | Who triggered the flow |
| Started At | When the session began |
| Status | Active / Completed / Expired / Error |
| Current Node | Which step the contact is currently on |
Session History
View all sessions for a flow by clicking "View Sessions" on the flow card:
- See which contacts went through the flow
- Check where contacts dropped off
- Identify completion rates
Testing Flows
Interactive Test Modal
Before deploying a flow:
- Click "Test" on the flow card
- Use the interactive test modal to simulate a conversation
- Step through each node to verify the flow logic
- Check that conditions and branches work correctly
Flow Analytics
| Metric | Description |
|---|---|
| Total Sessions | How many times the flow was triggered |
| Completion Rate | Percentage of sessions that reached the End node |
| Drop-off Points | Where contacts abandon the flow |
| Average Duration | How long a typical session takes |
Usage Limits
| Plan | Max Automations/Flows |
|---|---|
| Free | 2 |
| Starter | 10 |
| Growth | 50 |
| Scale | Unlimited |
Best Practices
Flow Builder Tips
- Start simple — Begin with a 3–4 node flow and expand
- Always add an End node — Ensure every path terminates properly
- Use delays wisely — Don't respond too fast (feels robotic) or too slow (user leaves)
- Test thoroughly — Use the test modal before activating for real contacts
- Monitor sessions — Check for high drop-off rates and optimize those nodes
- Combine with templates — Use approved templates in your flow for better delivery