This guide walks you through creating a new Flow and setting up a simple version — a keyword trigger, a reply, and an endpoint — so you can see the basics before building something more advanced.
Create a Flow
- In the left sidebar, click Flows.
- Click + Add Flow in the top right corner.
- In the Create New Flow window, enter a name in the Flow Name field.
- Optionally, add a Description to note what the Flow does.
- Click Create Flow.
- Your new Flow appears on the Flows page, set to Inactive. Click Open Editor on its card to start building.
Build a Simple Flow
- Every Flow starts with a Start node already on the canvas. Click it to set the keyword or keywords that should trigger this Flow.
- From the node panel on the left, drag a Text Message node onto the canvas and connect it to the Start node. This is what your customer sees first.
- Drag an End Flow node onto the canvas and connect it after your message, so the conversation has a clear stopping point.
- Click Save and turn the Active toggle on when you’re ready for it to start running.
Here’s what a simple Flow looks like in practice for a business offering courses.
Set a Session Timeout
A Timeout gives customers a clear experience if they go quiet mid-conversation, instead of leaving the Flow open indefinitely.
- In the Flow editor, click Timeout and turn on Session Timeout.
- Under Timeout Duration (minutes), enter how long the Flow should wait for a reply before considering the session expired — between 1 and 1440 minutes (1 minute to 24 Hours).
- Under Timeout Message, write what the customer sees if they reply after their session has expired.
- Click Save Settings.
Reuse Nodes with Select & Copy
- Click the Select & Copy button.
- Drag the cursor to select the nodes you want to reuse.
- Copy them, then paste into the same Flow or a different one to save time rebuilding similar steps.
- Double-check that anything the nodes reference, like Templates or Tags, already exists in the App’s Flow you’re pasting into.
Best Practices
Choose specific trigger keywords. General greetings like “Hi” or “Hello” work well for a basic welcome Flow, but a specific Flow shouldn’t use them. For example, if a Support Flow triggers on “Hi,” it’ll start even for customers who never asked for support. Keep keywords closely tied to what the Flow is actually for.
Build with a clear start and end. Place your Start and End Flow nodes first, then build the conversation between them, making sure every node is connected.
Keep the conversation short. Ask only what you truly need. Long back-and-forth conversations without a clear payoff tend to lose customers partway through — the shorter and more focused the Flow, the more likely someone is to finish it.
Use Fullscreen for bigger flows. Click Fullscreen in the top right to give yourself more room to work as your Flow grows.
Once active, your Flow runs automatically whenever a customer’s message matches its trigger keyword. You can come back and edit it anytime from the Flows page.
Related Articles