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Flows

Flows are useful when you want a guided path instead of fully open-ended conversation.

When flows are useful

Use flows for lead qualification, appointment requests, structured service intake, or repeated support actions.

They are best when the customer path follows a known sequence.

Flows overview list.

Flows overview list.

Start with a simple flow

Build one clean small flow first instead of trying to cover every edge case at once.

A smaller flow is easier to test, explain, and improve.

Avoid overbuilding early

Ship a smaller usable flow first, then expand once real usage gives you feedback.

Flow builder canvas.

Flow builder canvas.

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