Flow designer

Create a flow

Create a flow

1

Select Agents from the left-hand sidebar and select the agent you want to create a flow for.

2

Select Prompt from the navigation sidebar.

3

Switch the Flow Designer toggle on (next to the Prompt heading). From here, you can choose between manually creating the flow from scratch, using the copilot or browsing ready-made templates.

The copilot will prompt you for a link to your website and ask what your target action is. It will then scan the website and create a custom flow based on your CTA.

Build a flow

You can add steps and branches to your flow. Branches help your agents make a choice (like an if/else statement). Steps are actions the agent will take.

Click Add to add a step or a branch.

  • Add a branch. To add a branch, select Branch. Enter a name for your branch (only visible to you) and describe when the agent should follow it.
  • Add a step. To add a step, select Step. Enter a name for your step (only visible to you) and enter a prompt describing what the agent should do. You can reference variables, custom actions and action results in your prompt.

Add extra nodes

Extra nodes enrich your prompt and make the agent better prepared to handle complex cases.

  • Add actions and custom actions. To add an action or a custom action to your flow, click Add Action. From there, you can choose between a Real-Time Booking action, a Call Transfer action or one of your custom actions. You can then reference the action in your step prompt by typing # and selecting the action from the dropdown menu.
  • FAQ. Add commonly asked questions and provide your agent with answers. For complex queries, consider adding branches in the Flow Designer instead.
  • Objections & Special Cases. Add instructions on how to handle difficult cases and objections.