How do I create, duplicate and delete a flow?

On the Flows page, create a new flow, add a ready-made one, duplicate or delete a flow, or copy its public link.

What is a flow?

A flow is the step-by-step conversation your avatar holds with a visitor: a greeting, questions, document uploads, free-form AI answers, a handoff to your team and an ending. Every flow has its own public link, design, avatar and analytics.

Flows are listed as cards on the “Flows” page in the menu, under the “Conversation Flows” heading. Click a card to open the flow editor.

Creating a new flow

  1. Open the “Flows” page from the menu.
  2. Click “New Flow” at the top right.
  3. Enter the flow's name in “Name” (for example Loan Application). Optionally pick an “Icon” and add a short “Description”.
  4. Click “Create”. The flow appears in the list; click its card to start building its steps in the editor.

The name is required. If you leave the description empty, the card shows “No description”.

Starting from a ready-made flow

The “Ready-made flows” section below the list holds complete sample flows. Click “Add” to copy one into your workspace; its editor opens right away so you can adapt it. Nothing lands in your workspace until you add it.

The template names and texts are written in Turkish; you can rename and rewrite them, or translate them in the editor.

  • Otel Rezervasyonu (hotel booking): picks a room by hotel, check-in/check-out dates, adults and children.
  • Uçak Bileti (flight ticket): flight booking with departure, arrival and cabin choice.
  • Bankacılık İşlemleri (banking): a sample for money transfers, balance and card debt queries.
  • KYC Belge Doğrulama (KYC document verification): business onboarding with tax certificate, signature circular, activity certificate, trade registry gazette, contract and ID.
  • WooCommerce Asistanı (WooCommerce assistant): an assistant that reads your store's products, stock and order status. It can only be added once your WooCommerce store is connected; until then the card shows a “Connect your WooCommerce store first” link.

Close the section with “Hide” and bring it back with “Show ready-made flows”.

Duplicating, deleting and shortcuts

Each flow card has three buttons at the bottom:

  • “Copy public link”: copies the flow's public address to the clipboard. This is the link you give to your customers.
  • The checklist icon (“Conversations”): opens the flow's Analytics page straight on the conversation list.
  • The three-dot menu (“Flow actions”): “Duplicate flow” creates a copy named “(copy)”; “Delete” removes the flow.

When a flow is deleted, its public link stops working too. You are asked to confirm before it is deleted.

Permissions and plan limits

Creating, adding, duplicating and deleting flows is available to the Owner and Admin roles. Agents and Observers can see flows, copy the link and open conversations, but “New Flow”, “Ready-made flows” and the three-dot menu are not shown to them.

The number of flows in a workspace depends on your plan: 1 on Free, 3 on Starter, 10 on Growth, and unlimited on Pro. When you reach the limit you see “You have reached your plan's flow limit”; upgrade the plan or delete a flow you no longer use. Duplicating a flow and adding a ready-made flow count toward the limit too.

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