Build your first flow
1
Open a profile
Go to Build & Test and open the customer profile you want to work on. Click Edit Profile if it is not already in edit mode, then click Flow Studio in the toolbar.
Wait for All changes saved before starting.
2
Describe your agent
Write a brief or choose a suggestion under Start from a template, then adapt it to your business.
Build an outbound SMS flow for new inquiries. Ask about the lead’s needs and timeline, then offer a call with our team if they want to learn more. Ask one question at a time.Attach a script with the paperclip, or use Add reference documents to paste supporting text. See Reference Documents for supported files.
3
Send and watch it build
Press Enter to send. Use Shift + Enter for a new line.Open the Flow Chart tab to watch steps and connections appear. The panel shows progress as Flow Studio reads references, edits the profile, and checks its work.
4
Review and refine
Read the response, changes, validation results, and any test results. Send a follow-up request in the same conversation.
Keep the qualification questions, but make the greeting shorter and friendlier.Review the draft and its settings before deploying.
Working on an existing profile
Flow Studio can refine the draft you already have. Describe the specific change and anything you want to preserve.Add a path for leads who are not ready yet. Keep the existing qualification questions and transfer instructions.The editor pauses manual changes while Flow Studio is running. Once it finishes, you can continue editing the draft yourself or send another request.