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 getting here 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 adding a flow using a template step by step instructions 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 use case example 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 creating a custom flow (without template) step by step instructions 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 conversation waiting whatsapp template shortcut enquiry added enquiry stage updated enquiry status updated 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 trigger define the condition 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 practical use case customer onboarding flow automatically send welcome messages, product guides, and support info when a new customer is added feedback collection flow trigger a follow up message asking for customer feedback after a conversation is closed abandoned enquiry recovery flow send reminders to contacts who haven’t responded in a specific time frame lead qualification flow based on user replies, route leads to the right team or tag them automatically event reminder flow use date based triggers to remind contacts about upcoming appointments or webinars best practices always save your work make sure to always press save, to not lose all your work with the flows name your flows clearly use descriptive names like "appointment confirmation" to keep flows organized test before publishing save your flow as a draft, publish it, 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) faqs can i edit a flow after it’s published? yes, you can edit published flows changes will take effect immediately upon saving 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 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 can i duplicate an existing flow? yes, use the copy icon next to a flow in the flows page to create a duplicate is it possible to trigger a flow from multiple events? no, each flow can only have one trigger if needed, create separate flows for each trigger type what happens if i forget to save my draft? unsaved work will be lost always click the save button manually while working on flows can flows be copied across different channels (e g , from whatsapp to facebook)? no, flows are channel specific you'll need to recreate them if using a different communication channel how do i test a flow before going live? create the flow in draft mode, publish it temporarily, and trigger it manually using a test contact what does the "incoming webhook" trigger do? it allows external apps or services to initiate flows in sanoflow through secure api requests is there a limit to how many flows i can create? there’s no enforced limit, but organizing and naming them clearly helps keep things manageable