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Automations · 4 min read

Visual flow builder

Drag-and-drop builder for chatbots, lead capture, drip campaigns, anything.

Sidebar → Automate → Automations. Click New automation.

Node types

  • Send message — text, image, document, video
  • Send template — pre-approved WhatsApp template
  • Send WhatsApp Flow — native Meta form
  • Wait — N seconds / minutes / days
  • Condition — branch based on contact fields, tags, score
  • Webhook — POST to your own service
  • Set variable — assign a runtime variable
  • Assign agent — hand off to a human
  • Add/remove tag, set lifecycle stage, add to segment

Activation

Each flow has a trigger (keyword, regex, button click, webhook, schedule). Toggle Active to turn it on. Multiple flows can share a trigger — priority decides which wins.

Versioning

Every save creates a new FlowVersion row. Roll back by republishing an older version.