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Flows (automation) › Flows overview

Flows overview

A flow is an automation. It starts with a trigger (something that happens), then runs steps: sending messages, waiting, checking conditions, tagging and handing chats to people. Flows do the follow-up work your team forgets or doesn't have time for.

#Examples

  • Welcome every new lead and ask what they're looking for.
  • Send a reminder two days after a quotation if the customer hasn't replied.
  • Message customers who left items in their cart.
  • Wish customers on their birthday with an offer.
  • Tag people who tap "Interested" and hand them to sales.

#The flow builder

Open Flows and click Create Flow, or start from a ready-made template. The builder is a canvas:

  • The trigger is the first block.
  • Add steps from the block menu and connect them by dragging from one block's dot to the next.
  • Click a block to set it up in the side panel.
  • Version History keeps earlier versions so you can compare and go back.
  • Changes save automatically; you see Saved at the top.

#Plan limits

Plan Flows
Basic Not included
Starter 3
Flex 7
Empire Unlimited

#In this section

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