Flow recipes and patterns

Use these patterns as starting blueprints. Each recipe lists the core blocks and the docs to open next.

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FAQ / main menu

Goal: Let contacts tap to the right script. Blocks: Message → Quick Replies → Go to Flow (one child per topic) → else path to Default Reply / Agent. Read: Messages and media, Go to Flow, Trigger a Flow

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Lead qualification

Goal: Ask structured questions, score or gate, then route. Blocks: User Input (budget, timeline, role) → Set fields → Condition → Tag qualified → Go to sales Flow or Subscribe to nurture drip. Read: Collect data, Conditions, Drip campaigns

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Dynamic product / option picker

Goal: Choices come from your API or sheet. Blocks: External Request → map array to options field → Multiple Choice User Input → Condition on selection. Read: External requests, Dynamic choices

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Appointment booking (scripted)

Goal: Collect slot preferences, confirm, notify the team. Blocks: User Input steps → External Request (availability) → Confirmation Message → Tag / notify admin → optional Pipeline move. Read: Collect data, Pipelines, Appointments tools (when configured)

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Location capture → nearest store

Goal: Ask for location, then present the closest branch. Blocks: Request location → read {{last_latitude}} / {{last_longitude}} → External Request or Places tool → Message with result. Read: Request location, Messages and media (send business location)

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AI-assisted triage inside a script

Goal: Free-text intake, then deterministic routing. Blocks: User Input → AI Action (classify) → Condition → Go to Flow / human handoff. Read: AI Actions, AI Agents

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Onboarding drip

Goal: Multi-day education without one giant Flow. Blocks: Entry Flow tags + Subscribe to Drip → drip steps each call a small published Flow → Unsubscribe option in step 1. Read: Drip campaigns, Delays

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Safe rewrite of a live Flow

Goal: Ship breaking changes without stranding users. Blocks/process: Duplicate → edit copy → test → publish copy → move triggers → archive old. Read: Manage and duplicate, Test and publish

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