Your Conversation AI helps you connect with customers efficiently. If you're more comfortable with the workflow builder than writing bot prompts, the Flow-Based Builder lets you use that familiar interface while keeping all the benefits of AI agents. Here's how to set it up.
Creating An Agent
Navigate to the Conversation AI tab inside the AI Agents section and switch to the Agents List Area.
Click Create Bot and select Flow Builder.
On the Bot Settings Tab, name the bot and set the bot status to Auto Pilot.
Switch to Bot Goals and click Launch Flow Builder.
Setting Your Workflow
Add AI Actions such as AI Capture, AI Message, and Custom Triggers to design your flow.
Build the rest of your workflow as desired, including adding the If/Else action to add conditions and using other AI actions to guide your bot.
Completing Set Up
After saving your workflow, click Back to Conversation AI to complete your setup.
Configure the bot's tone, personality, and conversation intent.
Set up additional actions (1) and configure the bot's ability to cancel and reschedule appointments (2).
Save your changes, and you're done!
That's all there is to it. Use these steps to build bots that think and act like your business, using the visual builder to manage multiple calendars, lead types, and workflows from one interface with deeper logic and tighter integrations.