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Flow Builder (Visual Automation)

The Flow Builder is a drag-and-drop tool for creating complex WhatsApp automation flows without coding.

How It Works

You act as an architect, connecting different "Nodes" to create a conversation path.

Node Types

  • Send Message: Text, Image, Video, or Audio.
  • Ask Question: Wait for user input (e.g., "What is your email?").
  • Condition: If/Else logic (e.g., "If user replies 'Yes', go to Path A").
  • Action: Add Tag, Assign Agent, or Update Contact Property.
  • Delay: Wait for a specific time (e.g., 2 hours).

Example: Lead Qualification Flow

  1. Trigger: User sends "Hi".
  2. Message: "Welcome! Are you interested in our services?" (Buttons: Yes / No).
  3. Condition:
    • If Yes → Ask "What is your budget?"
    • If No → Send "No problem, reach out anytime!"
  4. Action: If Budget > $1000, Assign to Senior Sales Agent.