Your Conversation AI helps you connect with customers efficiently; however, if you’re more used to using the workflow builder than prompting bots, you might feel overwhelmed. If this is your case, by using the Flow-Based Builder, you can use this more familiar builder while retaining the benefits of AI agents. Let’s learn how to use it.
Creating an Agent #
Navigate to the Conversation AI tab inside the AI Agents section and switch to the Agents List area.
Click Create Bot and select Flow Builder.
On the Bot Settings tab, name the bot and set the bot status to Auto Pilot.
Switch to Bot Goals and click Launch Flow Builder.
Setting Your Workflow #
Add AI Actions such as AI Capture, AI Message, and Custom Triggers to design your flow.
Build the rest of your workflow as desired, including adding the If/Else action to add conditions and using other AI actions to guide your bot.
Completing Set Up #
After saving your workflow, click Back to Conversation AI to complete your setup.
Configure the bot’s tone, personality, and conversation intent.
Set up additional actions (1) and configure the bot’s ability to cancel and reschedule appointments (2).
Save your changes, and you’re done.
There you have it. Use these steps to build bots that think and act like your business, using the intuitive visual design to manage multiple calendars, lead types, and workflows from one interface with deeper logic and tighter integrations.
Frequently Asked Questions #
What is the Flow-Based Builder? #
The Flow-Based Builder lets you design Conversation AI bots using a familiar visual workflow builder while still gaining the benefits of AI agents.
Who is the Flow-Based Builder best for? #
It is ideal for users who are more comfortable with the workflow builder than with writing prompts for bots.
How do I create a Flow Builder bot? #
In the Conversation AI tab, open the Agents List area, click Create Bot, select Flow Builder, name the bot, set it to Auto Pilot, then launch the Flow Builder from Bot Goals.
What actions can I add to a flow? #
You can add AI Actions such as AI Capture, AI Message, and Custom Triggers, along with logic like If/Else conditions to guide the bot.
Can flow-based bots handle appointments? #
Yes. During setup you can configure the bot’s ability to cancel and reschedule appointments, along with other actions.
What do I do after building the flow? #
Save the workflow, click Back to Conversation AI, configure the bot’s tone, personality, and intent, set up additional actions, and save your changes.
