Workflow Components
- Triggers: Start a flow based on a keyword, a new contact, or a webhook.
- Messages: Send automated text, media, or template responses.
- Conditionals: Branch your flow based on user input or contact data (e.g., if “interested” then…).
- Actions: Update contact details, notify team members, or trigger external webhooks.
Interactive messages in a flow
The Message and Ask Question nodes can send an Interactive Carousel: 2 to 10 swipeable cards, each with an image or video, an optional text and a button. Choose Interactive Carousel as the message type, then choose URL button or Quick-reply buttons for all the cards. Texts, button labels and links can use variables such as{{contact.firstName}}. In an Ask Question node the flow then waits for the customer’s reply.
Changing a node’s type
You can swap a node for another type without rebuilding the flow. Click the Change node type icon on the node, or right-click the node, and pick the new type.- The node keeps its place and every connection that comes into it.
- Its outgoing connection moves to the new node’s main exit. Exits the new type does not have, such as the False exit of a Condition, are removed.
- Message and Question nodes keep their text when you switch between them.
- A message appears with an Undo button right after the change.
Creating your first Flow
- Navigate to Automation > Flow Builder.
- Click Create New Flow.
- Drag nodes onto the canvas and connect them to define the logic.
- Publish your flow to make it live.