Flow Builder 🔀
Open-ended AI chat is great for answering questions. But sometimes you want to guide a visitor through a specific path — like a doctor asking a patient a series of questions before making a diagnosis.
That's what Flows are for.
What is a Flow?
A Flow is a conversation you design in advance — a sequence of steps the assistant follows, in order, when a visitor matches your trigger.
Examples of what you can build:
- "What brings you here today?" → routes to support, sales, or docs based on answer
- A lead qualification funnel that asks company size, role, and budget before handing off to sales
- A booking request that collects date, time, and contact info step by step
- A support triage that categorizes the issue before escalating to a human
Creating a flow
- Go to Dashboard → Flows
- Click New Flow
- Give it a name (internal only — visitors don't see it)
- Add steps and connect them with arrows
- Set a trigger
- Click Activate
Step types
| Step type | What it does |
|---|---|
| Message | Assistant sends a message — no reply required |
| Question | Assistant asks something and waits for the visitor's answer |
| Condition | Branches the flow based on the visitor's answer |
| Lead Capture | Asks for the visitor's name and email |
| Handoff | Transfers the conversation to a live agent |
Flow triggers
A flow activates when:
| Trigger | Example |
|---|---|
| First message | Flow starts as soon as any visitor opens the chat |
| Keyword match | Visitor says "pricing" or "demo" |
| Page URL | Visitor is on /pricing or /contact |
Active flow limits
Your plan determines how many flows can be active at the same time. Check Dashboard → Usage → Active Flows for your current count and limit.
:::tip Start simple Build your first flow with just 2–3 steps. Get it working, watch how visitors interact with it, then add complexity. A simple flow that runs reliably is worth more than a complicated one visitors abandon. :::