Flow Builder Tutorial
Build your first conversational flow in minutes with this step-by-step tutorial.
What You'll Build
In this tutorial, you'll create a simple lead capture flow that:
- Greets the user with a welcome message
- Asks for their name and email
- Shows a thank you message
Step-by-Step Instructions
Access the Flow Builder
Navigate to the Quick Replies page in your CRM.
Click the "Flow Builder" button (purple button) in the top-right corner to switch to visual mode.
💡 Tip: If you don't see the button, make sure you're viewing the Quick Replies page, not the list view.
Start a New Flow
Click "New Flow" or select a template from the Templates button.
For this tutorial, we'll start with an empty flow. Give it a name like "Lead Capture Tutorial".
Add a Welcome Message
From the Node Palette on the left, drag a Message node onto the canvas. You can also double-click the Message node for quick add.
Click on the Message node to open the editor. Enter your welcome message:
"Hello! Welcome to our chatbot. We're excited to help you today!"Connect Start to Message
Every flow starts with a Start node (already on the canvas). Click and drag from the output handle (right side) of the Start node to the input handle (left side) of your Message node.
⚠️ Note: Make sure you see a connection line between the nodes. If not, try dragging again from the small handle on the right edge of the Start node.
Add a Form Node
Drag a Form node onto the canvas and connect it after the Message node.
Click on the Form node to configure it. You can either:
- Use an existing AI Form
- Create an inline form with Name and Email fields
For this tutorial, create an inline form with two text fields: "Name" and "Email".
Add a Thank You Message
Add another Message node and connect it after the Form node.
In the message, you can use variables to personalize it. Enter:
"Thank you, {{form.name}}! We've received your information and will contact you at {{form.email}} soon."The variables {{form.name}} and {{form.email}} will be replaced with the values from the form.
End the Flow
Add an End node and connect it after the thank you message.
Your flow is now complete! The structure should be: Start → Message → Form → Message → End
Test Your Flow
Before saving, test your flow using the Testing panel (Bug icon in the top toolbar).
Click "Run Flow" to see how it behaves. Check the logs and variables to ensure everything works as expected.
Save Your Flow
Once you're satisfied with your flow, click the Save button in the top toolbar.
Give your flow a name and optional description, then save it. Your flow is now active and will be used in your chatbot!
🎉 Congratulations!
You've built your first conversational flow! Here are some next steps:
- Learn about advanced Flow Builder features
- Explore all available node types
- Try adding API calls and integrations
- Build more complex flows with conditions and variables
Common Issues & Solutions
Flow won't save
Make sure your flow has a Start node and all nodes are properly connected. Check for validation errors in the flow.
Nodes won't connect
Make sure you're dragging from the output handle (right side) to the input handle (left side). Zoom in if needed to see the handles clearly.
Variables not working
Variable names are case-sensitive. Use the exact variable name from the form or previous node. Check the Variables tab in the Testing panel.