Artificial Intelligence · 1 min read
Conversation AI Flow Builder
The Flow Builder lets you build a Conversation AI agent on a visual canvas. You lay out the conversation as steps and branches, which gives you more control than a single prompt.
It looks like the Workflow Builder but works differently: each step is part of a live conversation, not a background automation.
Create a flow-based agent
- Go to AI Agents > Conversation AI.
- Click Create Bot, then Create New Bot, and choose Flow Based Builder.
- Name the agent.
Build the flow
- AI steps: talk to the contact with focused instructions.
- Questions: ask for specific details and save them.
- Custom triggers and If/Else: branch based on what the contact says or the data you have.
- Actions: book appointments, update contacts, trigger workflows, or hand over to a person.
Change a branch
Click the branch on the canvas, change its condition or the step it leads to, and save.
Test and publish
Use the test panel to chat with the agent and try each path, then publish and assign the channels it should answer.