Flows and automation

The flow editor, step types, the flow page's design and publishing.

3 subcategories • 8 articles

Editor and managing flows

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.
How do I use the flow editor?The editor's top bar, its five tabs, the add-step palette, connecting steps, variables and problem warnings.

Steps

How do I set up Message, Question, Selection and Form steps?The four basic steps that talk to visitors and collect details: Message, Question, Selection and Form, with option sources and field validation.
How do I set up the AI Assistant step?Build an assistant that answers free questions using a system prompt, a model, the knowledge base, tools and integrations; set handoffs and limits.
How do I set up document upload and cross-check steps?Use the Document step to collect a document and read it with OCR, and the Summary & Cross-check step to verify documents at the end.
Request, Integration Action and End stepsHow to set up the steps that open a request, act in external systems and end the flow.