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Flows Overview

Flows are visual automation workflows -- think of them as "if this, then that" for WhatsApp. Instead of manually sending messages, checking dates, or replying to customers one by one, you build a flow once and let it run on autopilot.

A flow is a series of connected nodes. It starts with a trigger, then processes data, makes decisions, and takes actions. You build flows by dragging nodes onto a canvas and connecting them together.

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How Flows Work​

Here is a simple example:

  1. Trigger: A new WhatsApp message comes in
  2. AI: Generate a smart reply using the conversation history
  3. Action: Send the reply back to the customer

That's a three-node flow. You can make them as simple or complex as you need -- add filters to target specific contacts, use AI to classify messages, branch based on conditions, update your contact table, and more.

Node Categories​

Flows use 23 node types across 6 categories:

Triggers -- What starts the flow​

  • Schedule -- Run on a cron schedule (daily, weekly, monthly) or when a contact's date field matches today
  • Manual -- Run on demand when you click "Run Now"
  • Incoming Message -- Run automatically when a WhatsApp message is received

Actions -- What the flow does​

  • Send Message -- Send a WhatsApp message (text, image, video, audio, or document)
  • Wait -- Pause execution for a set number of seconds
  • API Call -- Make an HTTP request to any external API
  • Send Email -- Send an email via SMTP
  • Send Template -- Send a pre-approved WhatsApp template message (Cloud API accounts only)

AI -- Smart decisions powered by your AI provider​

  • AI Response -- Generate a text reply using AI (with custom system and user prompts)
  • AI Classify -- Categorize a message into one of your defined categories (e.g., sales, support, billing)
  • AI Yes/No -- Ask AI a true/false question to make a decision
  • AI Extract -- Pull specific data out of a message (e.g., extract a name, date, or order number)

Data -- Work with your contact table​

  • Loop Rows -- Iterate over contacts in your table
  • Filter -- Only continue for contacts that match your conditions
  • Update Row -- Update fields on the current contact
  • Look Up Row -- Find a contact by phone number or other field
  • Add Row -- Create a new contact in the table
  • Set Variable -- Store a value for use later in the flow
  • Get Chat History -- Fetch recent messages with a contact
  • Log -- Write a message to the execution log for debugging

Logic -- Control the flow​

  • If/Else -- Branch based on a field condition (equals, contains, greater than, etc.)
  • Branch -- Route to different paths based on a field's value (like a switch statement)

Utility​

  • Note -- A sticky note for your own reference (does not affect execution)

Flows, Accounts, and Tables​

Each flow is connected to one WhatsApp account and optionally to a contact table.

  • The WhatsApp account determines which phone number sends and receives messages.
  • The contact table provides the data your flow works with -- names, phone numbers, dates, custom fields, and anything else you track.

Not every flow needs a table. For example, an auto-reply chatbot that responds to incoming messages doesn't need one. But a birthday greeting flow that loops through contacts and checks date fields does.

Activating a Flow​

Flows can be active or inactive.

  • Active flows run automatically based on their trigger. A scheduled flow runs on its schedule. An incoming message flow fires whenever a message arrives.
  • Inactive flows sit idle. You can still run them manually with "Run Now," but they won't trigger on their own.

You must select a WhatsApp account before you can activate a flow. The editor will warn you if anything is missing.

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