Flow Designer
The visual canvas where you build conversational forms and bot flows step by step.
Find your way around the canvasAdd steps, move around the map, copy and delete boxes, and understand why you cannot drop a step just anywhere.How a step is builtThe three kinds of step on the canvas, and what a panel is really made of — a screen the visitor sees plus, optionally, one question.The panel properties tabsWhat each of the seven tabs on a screen does — the question, the layout, the wording, the page settings, the colours, the images and the tracking.Choose the right kind of questionEvery input type a screen can offer — text, contact details, dates, buttons, image choices, uploads and bookings — and which one to reach for.Send people down different pathsUse a split to check something you already know and route the visitor down a True or a False branch.Reuse an answer later in the flowName an answer with an identifier, then print it back on a later screen, put it in an email, or test it in a condition.Action typesEvery action a conversational form can run behind the scenes — messaging, CRM updates, flow control, payments, integrations and data tables — and what each one needs.Store and look up data with datasetsBuild a small table of your own — a price list, a stock list, a log of entries — and read from it or write to it while a visitor is answering.The bot flow editorHow building a chat conversation differs from building a conversational form, and what each kind of bot step does.Choose a channel for a bot flowWeb Bot, WhatsApp and AI Agent — where each one runs, and exactly which steps disappear from the palette on each.Decide how a bot flow startsThe trigger is what makes a bot flow run — a chat opening, a keyword arriving, a URL parameter, or a lead handed to an AI agent.Publish a flow and check it worksSave and publish are two different things — and since there is no simulator, here is how to actually try a flow once it is live.