Add a Flow
This guide explains how to add a flow in Sanoflow, whether starting from a pre-made template or creating a custom flow from scratch. The documentation includes detailed steps, practical use cases, and best practices for each approach.
- Go to the Flows section in the left-hand menu.
- Click the purple + Add Flow button in the top-right corner.
- Select either New or Use Template from the dropdown menu.
- Click + Add Flow and select Use Template.
- You will be redirected to the Select Flow Template page.
- Browse templates by category on the left-hand side:
- Recommended: Frequently used templates.
- Appointment: Templates related to scheduling and appointment management.
- Support: Templates for customer service interactions.
- Main Chatbot: Templates for creating chatbot frameworks.
- Campaign: Templates for marketing and lead generation.
- Preview a template by clicking on it to see its description.
- Choose a template and click on it.
- Fill out the following fields in the Add Flow modal:
- Flow Name (required): Enter a descriptive name for the flow.
- Flow Description: Briefly describe the purpose of the flow.
- Flow Type (pre-selected based on the template).
- Channel: Select the communication platform (e.g., WhatsApp, Web Chat).
- Click Add to create the flow.
- Reschedule Appointment template: Use this to allow users to select a new appointment time.
- Interested in Offer template: Ideal for sending messages to promote products or services.
- Click + Add Flow and select New.
- In the Add Flow modal, complete the following fields:
- Flow Name (required): Enter a name for the flow.
- Flow Description: Provide a brief description.
- Flow Type: Choose the trigger that starts the flow, such as:
- Conversation Opened
- Conversation Closed
- Enquiry Added
- Shortcut
- Incoming Webhook
- Channel: Select the platform for the flow (e.g., WhatsApp, Facebook).
- Click Add to open the flow builder.
- In the flow builder, set up your flow using the Actions panel on the left:
- Triggers: Define conditions that initiate the flow.
- Actions: Add steps like sending a message, assigning a task, or creating an enquiry.
- Use the Properties panel on the right to configure details for each step.
- Save the flow as a draft or publish it immediately.
- Use a custom flow for Incoming Webhooks to integrate external systems and trigger automated actions in Sanoflow.
- Name Your Flows Clearly: Use descriptive names like "Appointment Confirmation" to keep flows organized.
- Test Before Publishing: Save your flow as a draft and test it to ensure it performs as expected.
- Leverage Templates: Start with templates to save time and customize as needed.
- Use Conditions Wisely: Add trigger conditions to tailor flows to specific user interactions.
- Optimize Channels: Select the appropriate channel based on user preferences (e.g., WhatsApp for quick responses).
1.Can I edit a flow after it’s published?
Yes, you can edit published flows. Changes will take effect immediately upon saving.
2. What’s the difference between a template and a custom flow?
Templates provide pre-designed structures for common use cases, while custom flows allow you to build unique processes from scratch.
3. How do I delete a flow?
Navigate to the Flows page, find the flow you want to delete, and click the trash icon next to it. Confirm the deletion.
4. Can I duplicate an existing flow?
Yes, use the copy icon next to a flow in the Flows page to create a duplicate.
