Automation & AI

Building Your First Chatbot Flow

Use the visual drag-and-drop builder to create automated WhatsApp conversations for bookings, orders, lead capture, and more.

15 min Intermediate

How to do it

Go to Automation → Chatbot Flows

Click Automation in the left sidebar and select Chatbot Flows. Then click New Flow.

Name your flow and open the builder

Enter a name (e.g. "Booking Flow" or "Lead Capture") and click Create Flow. The visual canvas opens with a blank flow ready to build.

Add a Trigger node

Every flow starts with a trigger. Drag a Trigger node onto the canvas and configure it: choose New conversation (fires when a new customer messages you) or Keyword match (fires when a customer says a specific word).

Add message and question nodes

Drag Send Message nodes to send text to the customer. Use Ask Question nodes to collect responses (e.g. "What's your name?" or "Which date do you prefer?"). Customer answers are saved as variables you can use later in the flow.

Connect nodes to build the conversation path

Drag a line from the output dot of one node to the input dot of the next. Use Condition nodes to create branches (e.g. "If city = Mumbai, go to branch A, else branch B").

Save and activate your flow

When your flow is complete, click Save and then toggle the flow to Active. The flow will now run automatically when the trigger condition is met.

Available node types: Trigger, Send Message, Ask Question, Condition, Assign Agent, Set Variable, Close Conversation.