Ciele

Build a Flow

Configure one trigger, available conditions, and ordered response actions.

Create the Flow

  1. Open an Assistant.
  2. Select Flows.
  3. Create a Flow.
  4. Enter a clear name and description.
  5. Select one trigger.

The description helps Intent Classification select a message Flow. State the Visitor intent and the required scope.

A Flow triggers on a Visitor message, on a widget event, or on an inbound HTTP request. The widget events are page load, time on page, and chat opens. The trigger decides which conditions and which actions the Flow may use. See HTTP and webhooks for the inbound trigger.

Add message conditions

Message Flows support these condition types:

ConditionCurrent behavior
Conversation contextAdds semantic examples to Intent Classification. It is not a hard gate.
URLApplies a Matches, Contains, or Regex hard gate.
ScheduleApplies a start, end, and timezone hard gate.

Select Any condition matches or All conditions match when the Flow contains more than one condition.

URL and Schedule conditions remove an ineligible Flow before classification. A satisfied condition does not force the Flow to win.

Add response actions

  1. Add the required actions.
  2. Put the actions in their execution order.
  3. Configure every required field.
  4. Save the Flow.
  5. Test one matching and one non-matching message.

The editor limits proactive Flows to one Notification action. The server applies the same rule when it saves or dispatches a Flow.

Reorder Flows

Drag a Flow to change message routing priority. The Default behavior Flow remains last.

Disable a Flow when you must stop its routing without deleting its configuration.

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