Skip to main content
Flows are visual conversation scripts. You design every path on a canvas: messages, questions, branches, delays, API calls, and handoffs. When the conversation shape is known in advance — menus, qualification, booking, onboarding — use a Flow.

​
Flow vs AI Agent

Use a Flow when you know the paths. Use an AI Agent when contacts can ask anything. Mix them with the AI Action block when you need one LLM decision inside a scripted path.

​
How Flows fit the product

  1. Build the script in Flow Builder
  2. Publish so other tools can use it
  3. Trigger it from Automation Rules, a broadcast, the inbox, a menu, or the API
  4. Store data on Contacts with tags and custom fields as the Flow runs

​
Start here

Concepts

Deterministic paths, personalization, drafts vs published, omnichannel.

Builder

Canvas tour and how blocks connect.

Build

Messages, data capture, conditions, delays, APIs, dynamic content, and JSON extract.

Operate

Test, publish, drip campaigns, triggers, and duplicates.

System fields

Built-in for contacts, ads, commerce, and more.

Common errors

Fix empty messages, messaging windows, templates, and API failures.

​
Quick start

1

Open Flow Builder

Go to Flows → Create New Flow and name it by purpose (for example, Lead qualification — WhatsApp).
2

Add blocks

Start with a Message, then add Quick Replies or User Input. Connect outputs with arrows.
3

Personalize

Use {{first_name}} and your custom fields in message text. See Collect data.
4

Test and publish

Click Test Flow, walk each branch, then Publish. See Test and publish.
5

Attach a trigger

Point an Automation Rule (keyword, new contact, button) at the published Flow — or send it from the inbox / API.
Publishing replaces the live version for contacts already mid-conversation. For breaking changes, duplicate the Flow and route new contacts to the copy.

Automation Rules

Decide when a Flow starts.

Contacts

Tags, custom fields, and segments Flows read and write.

Limits

Blocks per flow, media sizes, and condition caps.

Recipes

Proven patterns for menus, qualification, and booking.