Create an Automation Flow

Overview

Automation flows let Automate AI reply to WhatsApp messages automatically, based on keywords a customer sends. This article covers starting a new flow from the Automation page; designing the flow itself in the drag-and-drop builder is a separate topic.

Before you begin

• You need at least a name for your flow — everything else in the Create Flow dialog is optional.

Quick navigation

Open Automation → Name your flow → Continue to the builder.

Open Automation

1

Open Automation

From the left navigation, click Automation, then click Create Flow.

Name your flow

2

Create New Flow dialog

Give your flow a name and, optionally, a description of what it does.

3

Flow named

Once you’ve entered a name, Continue to Builder becomes available.

Continue to the builder

4

Continue to the drag-and-drop builder

Continue to Builder opens the flow builder, where you design what the flow does step by step. Building and activating a flow there is covered separately.

Expected result

Your new flow appears in the Automation Flows list, ready to be built out in the flow builder.

Troubleshooting

Create Flow fields

See also

Schedule Automated Messages to send templates on a recurring schedule instead of reacting to keywords. Track Follow-ups to see scheduled follow-ups across your team.